Netflix is killing it. So much so that as it puts prices up to justify more content it is distributing $15bn back to shareholders.
To me though, what they really get right is understanding the need for Glue. It's not just about big events or getting into sports, its about making sure that when they come there are reasons to stay.
Amazon is the same. Go to make a purchase and they keep you there with other offers. Alibaba is similar.
Sports Specific 'Plus' products... not so much.
Few have come together to provide interesting live or original programming.
And they are all missing the Glue...