The Disney investors call on Thursday is rumored to have a bunch of announcements for Disney+ and the studio. I’m thinking we see a half measure for Disney...maybe a few theatrical releases that are mid-range potential earners for them (Cruella, Pinnochio, etc) and Black Widow going direct to Disney+ with no additional fee. Minimizing backlash from Hollywood stars and agents. But that’s it...because they have leverage to keep people invested in the platform. If Disney really wanted to, they could release 5-6 Marvel/Star Wars shows next year, each ending with the next starting up shortly after. Not saying they will, but they could.
HBO Max doesn’t have any large shows in the pipeline for 2021 with audience draws like that.