Wasn't the streaming delivery piece intended from the start though, but they just had to wait for the infrastructure to support it so did DVD delivery as a stopgap? I had always assumed this was the case.

Yes, it hinges on the definition of pivot. From a customer point of view, this is a mere evolution. That this imposes vastly different requirements on the underlying business is not really the problem of the customer.

In a similar vein, how would you describe the move of just about every primary, secondary and tertiary educational institutions to online teaching?

I don't consider that a pivot. It was necessary to continue to deliver the basic added value of these institutions. However, that did require a whole slew of new skills from teachers. So sure, YMMV.

So does Amazon, Apple, IBM and hundreds of other companies