Question for anybody more familiar with the content licensing business:
How does Netflix becoming stream-only affect their negotiating position with the content license holders?
One comment points out that both Netflix and content holders can't lean on the DVD mailing business to supplement licensing costs. Is it really the case that content providers could hold Netflix to higher licensing costs or more catalog restrictions if they (both sides) know Netflix has the DVD mailing business to supplement the streaming business?
I wonder if there are other reasons behind this split more directly tied to licensing. Would content providers be more willing to open up their content catalogs with a stream-only business?