[James2001]

They've effectively cut off a revenue stream for themselves too in pulling away from physical releases.  Could certainly see a hopushtowards digital downloads - that's something they could upsell within their aps too with an option to pay to download to keep.

Though one of the issues with digital downloads is they're usually limited to being able to be played on so many devices and littered with DRM, which significantly restricts where you can watch what you buy (especially if you need to replace your devices and can't get it to play on the new one), and potentially the DRM licence being withdrawn and the file becoming useless. In some ways they can be more restrictive than streaming where you can log onto your account in multiple locations and watch.