Netflix CEO Reed Hastings credits much of that growth on their success in establishing partnerships with consumer electronics companies. This has allowed them to get their client added to set-top boxes, Blu-ray players, and even HDTVs.
Their deal with Microsoft is potentially an even bigger deal in the game console competition. While Netflix support is available in a range of Blu-ray players, TVs, and other devices, they've made an exclusive deal with Microsoft. For now the Xbox 360 will be the only console whose users will get it.