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Care to back that up? You wouldn’t need a license to do something that copyright laws already allow you to do on their own. For example, making additional copies for your own personal use is perfectly legal, if allowed depends on your local fair use or private copying exemption law (provided you do it without circumventing DRM, e.g. via the analog hole), even though of course the movie studio wouldn’t give you a license for that.
Of course, DRM is the real issue here, as due to anti-circumvention the movie industry controls who can legally make players for movies on DVD/Blu-Ray (unlike on VHS and CD).
That’s literally how Netflix got started.
Netflix had a different type of license they negotiated with the rights holder. They didn’t just buy DVDs retail and start mailing them around.
Yes, they did, at least in some cases: https://www.forbes.com/sites/timothylee/2011/09/19/netflix-is-not-facing-the-innovators-dilemma/