I give Netflix credit for lasting up until this point. It's been a tough road. I think they are getting close to major problems though. There is more competition than ever. With competition like Amazon and Disney, you have behemoths with huge war chests looking to destroy you. What's the endgame for Netflix? The loss of the Disney content is no doubt a big blow to Netflix. Sure none of these things are going to cause Netflix to die overnight. However, with all of the choices out there, it's hard to believe that this does anything to improve Netflix's business, which is running up huge debts in hopes it grows more.
I love my Netflix original series, but those will only capture so much audience. There are people out there who want cable shows, sports, movies, Disney, etc etc. Netflix is going to have to vastly reinvent themselves as they have done all along.