If you need RedHat, then it's because you have incompetent tech workers who need a support contract, not because you need "real" Linux.
Or, you run something shitty like Oracle DBMS, where the company will refuse to support you unless you run one of their approved OS's (i.e., Red Hat).
Only problem is it can not penetrate walls making it essentially line of sight.
That's a good thing.
I think the long-term game for Netflix is probably convincing more studios to make content for it to distribute, and that is disruptive.
To add on to this, I think they're also wanting to get to a point where they have enough of their own original content to strike cross-licensing deals with other studios to distribute their content in exchange for letting them distribute Netflix's.
Disk crisis, please clean up!