Market saturation
Netflix has reached the point where it plays by the usual.rules, no more double digit growth as is. They need exclusive, live content to keep growing, but sports are really expensive. They will eventually do it (games on phone, tablet, PC and TV is the ideal for consumers) but the pricing model is not easy to do for a company that says £X gets you everything we have. They have to start demarcating their customers (other than by legally enforced geography) and that won't sit well initially. But Netflix seem to be progressing to the point of being bigger than Disney, star wars be damned, pretty soon.
Biting the hand that feeds IT
