Hopefully they will decide not to be yet another island and also work with Netflix. I'd be perfectly happy paying the subscription fee to Netflix and being able to see the content through the existing Netflix apps I have everywhere.
Hopefully they DO decide to be yet another island. Otherwise, services like Netflix will turn into cable. I have no problem using AppleTV/Roku browsing to the service I want.
Note that I am not suggesting they only go via Netflix, only that it also be an option. The content is the important bit, so providing it widely works. There is far less friction making it available via existing mechanisms in addition to direct.