Warner Bros. Discovery's (WBD) planned split sends shockwaves through the industry. Netflix (NFLX) continues to lead, though Disney's (DIS) high engagement and subscriber growth could tighten the gap. Comcast (CMCSA) and Paramount (PARA) are still vying to pull streamers from those streaming giants. Jamie Myers and Seth Schachner break down the winners and losers in the increasingly crowded streaming landscape.