I think it's a safe assumption that most Netflix subscribers want to watch Netflix on their TV with ease.
My grandpa has a Netflix account. If he wants to buy a tv that can play Netflix, It's so much easier for me to tell him "buy a TV with the Netflix logo" than "buy a TV and then buy either chromecast/Apple tv/roku."
> I think it's a safe assumption that most Netflix subscribers want to watch Netflix on their TV with ease.
I think it's a safe assumption that most Netflix streaming subscribers already have a way to watch Netflix where they want it, whether that's on their TV, on some other device, or both. In some cases, when that's on a TV, its directly through the TV, but in many cases its through a Chromecast, DVD/BD player, AppleTV/Roku, etc., etc., etc.
If they are looking to replace the TV, then, in all cases except where the existing TV is also where the Netflix app is, all they need to do is replace the TV with any TV/monitor that works with their existing mechanism, which probably means "has an HDMI port". Which isn't a really difficult challenge.
The only time the friction is reduced for an existing customer by a TV with an integrated Netflix app is when they are adding a new location, or replacing an existing TV where they were already relying on an on-TV app.
My grandpa has a Netflix account. If he wants to buy a tv that can play Netflix, It's so much easier for me to tell him "buy a TV with the Netflix logo" than "buy a TV and then buy either chromecast/Apple tv/roku."