I agree with you on Netflix. 5th horsemen candidates on my short list: Microsoft and SoftBank. Tesla if they can stop burning money and cut out the hype? Verizon as a long stretch.
Microsoft was founded in 1975, 42 years ago. People underrate them, but I'd say they're quite resilient. And now they're the #2 player in the cloud segment, so they should cover for their Windows cash cow just fine :)