The reason why AWS isn't a threat is that AWS is a platform and doesn't have any screws to turn against Netflix - they can't raise prices to fight against Netflix because AWS hosts many other customers, and Netflix has a lot of choices when it comes to infrastructure.
On the other hand, Netflix's partnerships with movie studios is very one-sided one for them - there is no substitute for a blockbuster movie, so movie studios have a lot of leverage when talking to Netflix. Generally speaking, in this kind of relationship, the content providers will raise their prices to squeeze all profit out of the transaction with the customer. See also the difficulty with music streaming - the record industry has done the exact same thing already, the video industry is only a few years behind. Netflix saw the writing on the wall quite some time ago.
On the other hand, Netflix's partnerships with movie studios is very one-sided one for them - there is no substitute for a blockbuster movie, so movie studios have a lot of leverage when talking to Netflix. Generally speaking, in this kind of relationship, the content providers will raise their prices to squeeze all profit out of the transaction with the customer. See also the difficulty with music streaming - the record industry has done the exact same thing already, the video industry is only a few years behind. Netflix saw the writing on the wall quite some time ago.
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