[im_z]

How? Define "need" and "replace." If something is not available on a digital service, it's not replacing anything. And if you want something and the only available place is that service, then you "need" that service to watch it.

[robertlagrant]

If Netflix didn't exist, we'd all be fine. That's how we know we don't need it.

Replace - I'm not sure how much I can add on top of what we've already said, that Netflix has been replacing its mail order business with digital for the last 15 years or so.