I haven’t heard that but can see the logic. They don’t seem to have brought much to Netflix and even their documentary wasn’t anything new or groundbreaking, with the other plans with them already shelved.
It’s much easier to get more contracts and money when it’s clear that big influential companies believe in you. If Netflix do drop them altogether, I think they will have to completely change their attitude and focus to be picked up with a significant financial contract elsewhere. They just haven’t done anything so far to convince me they have the drive and sustainability for anything else, let alone the skill to be at the top of a field in any area. I genuinely can’t see how they will have a future of financial independence ahead of them.