DRM does not benefit Netflix. It’s complicated and takes a lot of resources to run. They’d much rather not have to deal with it at all. Having DRM does not gain them any customers — in fact it loses them some. But it’s the only way they can get content.
(The closest I can get to an explanation is that the "exclusivity" deal might be limited to online streaming platforms only, and whoever is selling the content still worries about everything else. But streaming is a significant and growing portion of all media consumption (and could be even more so, were it not for that pesky DRM), so I'm extremely skeptical that this would be a real issue.)
This is where your narrative is strategically short-sighted. It would be a very significant leverage point for their own proprietary content over the traditional media companies' - the kind of thing that 'disruption' is built on!
You can't tell me with a straight face that somehow they don't have this power.
DRM absolutely benefits them because it ensures that only parties they permit are allowed to access content, for the same reason it benefits other media companies.
The fact that every pi8ece of Netflix content is on the pirate sites within hours of release would prove otherwise. Netflix is well aware of the uselessness of DRM.
And you're right, they probably did negotiate DRM free licenses. But you missed the other part of my post -- the cost for implementing a separate DRM free pipeline was very high, and there would be little ROI to the business. Not having DRM on just the Netflix content would get very few new customers, if any. How many people would say "man I would totally sign up for Netflix if only their own content was DRM free, even though I'd need a DRM enabled player to play everything else, and oh yeah this only applies to web streaming anyway."
Whether or not they have a 4k display... that is probably the blocker. I have a 4k display but it's not my primary display (instead opting for a 165Hz 1440p panel) and I never bothered to buy a 4k TV, given how dirt-cheap high-end 1080p TVs are. Would much rather have the black blacks of a $500 1080p OLED TV than a $3000 washed-out 4k LCD.
[0] https://en.wikipedia.org/wiki/List_of_countries_by_Internet_...
DRM benefits Netflix just as much, if not even more than it does traditional media companies.