Netflix is stuck between a rock and a hard place. They don't control the content (the studios) and they don't control the distribution infrastructure (Amazon). They have a large subscriber base but it's just been shown that that might be fleeting. Netflix can't ride any network effect from their customer base. In short, their market position is indefensible. Their suppliers have the interest and ability to wring any profit margin out of them. If the suppliers demand too much, it's just an incentive for the consumers to buy direct from the source.