Netflix is huge. No offense, but I doubt they'd have to do much "catching up" with the userbase. Most of your subscribers are probably already Netflix subscribers and would be happy to cut their monthly expenditures by unsubscribing from your service once Netflix offers the same content. Your play would be original content and/or exclusive licensing that makes it so Netflix can't easily duplicate your service, at least not without years of waiting for licensing contracts to expire. This is the same dilemma Netflix faced as content producers started to ask why they can't just cut Netflix out, and Netflix solved it with compelling original content.

It seems part of your argument is that your content is so niche, Netflix would rather spend licensing money on content that has broader appeal, which is fine, except that its totally dependent on Netflix not changing its strategy, and that's a bad basis for a sustainable business.