To be fair, Netflix only runs some of their infrastructure on AWS. Basically, if I understand correctly, their applications run on AWS and their delivery is through their own CDN built on top of various ISPs[1].
Correct, but some is probably an understatment. They are pretty much run everyting on AWS except what you cited (e.g video processing and content delivery). Netflix is the biggest AWS user.
> We rely on the cloud for all of our scalable computing and storage needs — our business logic, distributed databases and big data processing/analytics, recommendations, transcoding, and hundreds of other functions that make up the Netflix application. Video is delivered through Netflix Open Connect, our content delivery network that is distributed globally to efficiently deliver our bits to members’ devices.