Netflix, Apple, and Subscription vs. PPV

Fascinating stuff about Netflix's Watch Now streaming from the company's CFO. The most interesting bit is this:

“The big question around Apple and Amazon is not what are they going to do in the pay-per-view space, it is what are they going to do when they realize they are not being very successful,” McCarthy said. “And [theirs is] all new-release content. Something else is going on.”

Important, if true.