I'm about to be one of them if it incorrectly accuses me of not being in my primary household one more time. The anti-sharing crackdown is driving me crazy (we don't share!)
If they were clever they'd pivot to allow sharing as a means of differentiating. It's a wager on how desperate they think they are. Not being desperate, being complacent, is what kills giants. Only the paranoid survive. I wonder how Andy would think Intel is doing today.
What are the actual tangible gains they make from this beyond just limiting the use of a Disney+ account to <=n screens and/or locations at the same time (where n can be 1 for all I care)? See also: netflix.
