Putting myself in CEO Reed Hastings’s shoes, the overall challenge seems to have these elements: The central tension facing the company was that it had grown by renting other people’s material. But that may not really work in the future. The vast libraries of Disney (including ESPN, Pixar, Lucasfilm, Fox), WarnerMedia, MGM, NBCUniversal, and more

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The big picture: Over a decade ago, telecom providers started to bundle their services together to increase average revenue per user. A "double-play" bundle often included internet and pay TV like cable or satellite, while a "triple-play" bundle typically included internet, TV and phone service.