"Netflix's main competitor is Fortnite."
This reads kind of like a RAND strategic threat assessment of the Polyarny shipyard circa 1973 - "Fortnite" the abstract entity, somewhere over there behind the iron curtain, where it may some day cross the Rhine and eliminate life as we know it.
I've tried Fortnite. It ain't my bag. But then, I don't know anybody who plays Fortnite. If you know someone who plays Fortnite, it's a persistent cross-platform social space that you can interact with friends on any device anywhere you have signal. This is almost accidental to the game itself; Discord wasn't attempting to be a social space either but the gaming companies have discovered that "social" catches on better when it's not the thing you're monetizing.
Epic managed to accidentally recreate Second Life for people who aren't 55-year-old Furries. If they can get deliberate about it they'll go far.