新興国先回り、ということで、今後を考えると、とても大事な局面になっているように思われます。'while Netflix has positioned itself as a friend of studios, cable and broadcast networks, it continues to be viewed as a disruptive threat – and a potential competitor – to the pay-TV industry.'がポイントでしょうね。
Netflix pushes into Latin America
FT
Netflix pushes into Latin America
FT