You seem to stumbling into the distinction between functional and non-functional requirements. Netflix spends massively more on content then tech so that's cons

You seem to stumbling into the distinction between functional and non-functional requirements. Netflix spends massively more on content then tech so that's consistent with what you're saying. To use you're Disney example though, yes it would effect their success if they weren't able to deliver their content because their Bluray mastering expertise was lacking.