It's probably a mixed bag.

On the one hand, competition good I guess?

On the other hand, if we're not going to have a music situation where the vast majority of mainstream content is available on most of the major platforms, fragmentation is pretty consumer unfriendly.

Netflix is pretty much a studio at this point. Not sure that back-end infrastructure or client apps is really a differentiator for anyone. An individual may find that one service is "better" in whatever respect but it's really about exclusive content.

As a consumer I certainly hope that this means there's one less streaming service to deal with (though I'm no longer an HBO subscriber at the moment) so long as pricing doesn't go up too much.