That's valid, except most of them have their own solution partners. What I mean is, does Netflix want to invest the resources that would necessitate making this an offering for all but the biggest customers.
Keep in mind, Netflix is one of the BIGGEST online video providers, period. Very few companies are going to need some sort of solution at their scale -- and those that do, likely have their own solutions. That means, your target market are smaller companies.
I just don't see Netflix interested in getting into a space that Brightcove and 5Min already dominate on the smaller web side -- and that custom Amazon, Level 3 and Akamai contracts take care of on the high end.
Netflix built this solution because it hopes that it will save them money and resources, somehow, I doubt that it's s scalable model (at least in terms of Netflix's required investment for support and sales) to offer to other partners.
I could be wrong, I'm just not sure I see the potential for a company that's biggest competitor is HBO.
