Blu-ray is much larger than Netflix though. The latter is only US-based. Netflix still makes its money from physical rental too. It should not be difficult to find total XBL subscription numbers (though not all will watch HD movie from it) to compare with Blu-ray players worldwide (Only 66% PS3 folks watch Blu-ray).
Also Sony invested more than just codecs into Blu-ray. It is a much larger stack.
The BDA will evolve Blu-ray to compete well in the market (e.g., Less restrictive DRM, 3D, better quality, digital downloading of new episodes or lesser quality media, etc.). These are already done today.
Similarly, digital distribution will evolve to try to take more share (e.g., adjust release schedule).
For more exploratory use cases, they can look at peer-to-peer selling and other value-added movie applications due to BD-Live.
Also Sony invested more than just codecs into Blu-ray. It is a much larger stack.
The BDA will evolve Blu-ray to compete well in the market (e.g., Less restrictive DRM, 3D, better quality, digital downloading of new episodes or lesser quality media, etc.). These are already done today.
Similarly, digital distribution will evolve to try to take more share (e.g., adjust release schedule).
For more exploratory use cases, they can look at peer-to-peer selling and other value-added movie applications due to BD-Live.