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Analysts Name the Highest-Quality Streaming Service – And It’s Not Netflix

|Author: Viacheslav Vasipenok|3 min read| 25
Analysts Name the Highest-Quality Streaming Service – And It’s Not Netflix

In the cutthroat world of streaming, subscriber counts and total viewing hours have long been the gold-standard metrics for declaring victory. But as platforms scramble to boost engagement and profitability, one Wall Street firm is asking a more nuanced question: what if not all viewing hours are created equal?

Analysts Name the Highest-Quality Streaming Service – And It’s Not NetflixOn May 27, 2026, analysts at MoffettNathanson unveiled their new Streaming Quality Index — a sophisticated scorecard designed to measure the true “quality” of a service’s content rather than sheer volume.

The index evaluates factors that drive long-term subscriber retention, pricing power, and ad revenue: daypart viewership (when people actually watch), content demand, franchise depth, prestige value, and the presence of sports and live events.

The surprising winner? Disney+.

Analysts Name the Highest-Quality Streaming Service – And It’s Not NetflixAccording to the report, Disney+ claimed the top spot thanks to its unmatched portfolio of evergreen franchises — from Marvel and Star Wars to Pixar and National Geographic — combined with an expansive sports and live-event offering through ESPN and ABC. These elements don’t just generate buzz; they create habitual, high-value viewing that keeps subscribers loyal even when prices rise.

HBO Max (now operating under the Max brand) landed in second place, powered by the undeniable prestige of its original series and films. The service’s reputation for high-end, award-contending programming continues to deliver the kind of “must-watch” prestige that translates into emotional attachment and reduced churn.

Analysts Name the Highest-Quality Streaming Service – And It’s Not NetflixApple TV+ rounded out the top three, benefiting from a tightly curated slate of premium originals that, while smaller in volume, punch well above their weight in quality perception.

Netflix, long the undisputed king of streaming by sheer scale, slipped to fourth. While the platform still leads in overall content demand, it lacks the deep franchise ecosystems and live-sports footprint that propelled the top three.

The analysts noted that Netflix’s strength remains its ability to drive broad engagement — but in this new quality framework, breadth alone isn’t enough.

Amazon Prime Video brought up the rear in fifth place.

Analysts Name the Highest-Quality Streaming Service – And It’s Not NetflixThe findings signal a quiet but profound shift in how the industry evaluates success. As Disney CEO Josh D’Amaro recently emphasized, reducing churn is now a critical growth lever. Netflix co-CEO Greg Peters echoed the sentiment, stating, “All hours of engagement are not the same, and we really care about the quality of that engagement.”

For years, the streaming wars were waged on two fronts: who could amass the most subscribers and who could produce the most hours of content. That era appears to be ending. With Wall Street increasingly focused on profitable growth rather than endless expansion, platforms are now being judged on how effectively their content builds lasting viewer loyalty and pricing tolerance.

Analysts Name the Highest-Quality Streaming Service – And It’s Not NetflixMoffettNathanson’s Quality Index suggests the battle has entered a new phase — one where prestige, franchise power, and live events may matter more than raw volume. In this emerging landscape, Disney+ has just been crowned the quality champion.

The question now isn’t how many people are watching. It’s who’s watching what — and whether they’ll still be watching it six months from now when the next price hike lands in their inbox. The streaming wars aren’t over. They’ve simply gone premium.

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