My best guess: this is to lock out any additional competitors in the set-top game so they can resurrect a Netflix branded set-top. Netflix streaming alongside netflix-vended rentals? I can see it happening.
Also, for the curious, their player is all HTML5 driven. They basically compile a browser for each device and build the UI with HTML5.
it's more about keeping their data for themselves, sharing is caring and they just don't :)