[ctv1116]

Assuming you're talking about Netflix, isn't the competition going to just eat away their profit margins? I'm no MBA, but the rental business looks like something that's going to get commoditized to the point where one can only make the slimmest of margins, which isn't that great for the growth prospects of the company.

There's no loyalty when it comes to renting videos; to use a poker analogy, if you see a better rakeback plan at a different skin, you're just going to take that better %, meaning the affiliate makes less and less money until they make virtually nothing.