Ah sorry PB and ocav I didn't see that before in which case good point
With regards to cost I assume the as-is at the moment is vm have to negotiate with every owner of series they put on VOD so not only there is cost of supply but overheads of department, technology, legals etc so on paper it might look expensive netflix in the long run if they have negotiated a cut price for all they probably would look todo the above as netflix is essentially doing the same thing. This plausible the end game is netflix as standard rather than additional cost with presumably SSO with VM accounts to netflix