Given that a lot of people who would be interested in Disney's subscription service probably already have it, I don't think there's likely to be a major increase in subscriptions due to coronavirus-induced shutdowns.

People cancelling their trips to Disney parks and cruises will likely hurt them a lot. If people start cancelling spring break en masse, or this lasts long enough to affect the summer season, the lost ticket sales will be painful.

Disney parks in China where they’ve invested billions are prolly already feeling the heat.

On the other hand, if you can't go to work, you can't earn money. If you cant earn money you probably will be spending the money you have on living essentials rather than Disney.