Netflix hasn’t given any reason for ditching downloads on Windows: when Windows Latest asked about it they were simply directed to the relevant support document, which confirms that a new app is “coming soon”, without the download option.
The fact that downloading is still available on Windows is purely bc the update hasn’t rolled out yet.
They think (unproven) that this radical change might be due to the cheaper licensing options if they remove the ability to download. A cost-benefit analysis where Windows users will either take it and like it or else who cares about Windows mobile users anyway if they leave. Either way, a victory for licensing companies, or they’ll spin it that way regardless.
My worry is that it will embolden them to go still yet further, making it harder on both pirates and paying customers just bc they can get away with doing so.:-(