It shows more of how Netflix's approach to winning the "moment of truth" is changing. The moment of truth used to be about which remote the customer picked up. For example the cable remote or the appletv/roku/xbox/ps controller to play Netfix.
Now it seems they are finding success in the second moment of truth, which is when the customer picks up the cable remote, do they go to AMC, HBO, Showtime, or Netflix?