I'm not sure "cord cutting" will help Netflix as much as some may thing. Netflix is already a very popular service, and one that many subscribe to alongside their traditional cable TV service. The new batch of streaming "live TV" providers are the ones looking at massive growth. I do think Netflix will benefit indirectly as people break their "addiction" to traditional TV - but it's not a replacement for live TV (yet)

Does Netflix have a "live tv" strategy? Hulu currently offers one (although I ended up dropping it due to their hobbled DVR)