I think you're probably right. I just found a website (feedfliks.com) that let's me see a lot of details about my Netflix usage. There are some pretty clear patterns there. Television shows, comedy specials, and the type of movie you'd typically see on TNT, FX, or AMC are available on Netflix Streaming. Theatrical release movies are not nearly as popular. So, you pretty much nailed it. Netflix wants to be Comcast. They don't appear to care much for their movie service customers.
As it turns out, I've been using giving Netflix money to be a company they don't want to be. Silly me.
And this is why Netflix' business model is doomed. There is no way for them to compete with Comcast, who already gets $50 each month for Internet alone.
There's just no way the content creators are going to give Netflix better terms than they give cable operators. None. Won't happen.
And Netflix cannot afford to pay what cable pays, because it's all added cost to them.
Netflix is between a rock and hard place, they know it, and they did the absolutely worst thing they could do. They should have just let things ride, milk the cash cow they'd created, and see how it plays out. Instead, they shot the cow, spilled the milk, and seem oblivious to the overwhelmingly negative reaction from their customers. sigh
As it turns out, I've been using giving Netflix money to be a company they don't want to be. Silly me.