Most definitely Netflix. But Comcast and other cable companies have long-standing ties to studios, and are betting that if they can secure the content rights, they can win regardless.

which is why it's so important that netflix can have their own original series. House of cards, and dare devil comes to mind, but they need to do more. Once they break the strangle-hold of studios, and have their own content, they can slowly leverage their large subscriber numbers and fight the studios on even terms. I wish HBO and netflix join forces, because i see them as being more similar than different. But of course, that'd never happen...