Netflix is starting to release apps for a limited set of Android mobile devices, following on its success with the iPad/iPhone version. This initial release is limited to devices running Android 2.2 or 2.3, and that have a sufficiently fast processor. The limitation, according to Netflix, is Android's lack of standardization, which means that Netflix needs to test the app on individual devices to see if can support streaming without fragmentation issues.
Netflix recently became the video company with the largest number of subscribers (passing cable operators and satellite services), and further expansion into the mobile world of tablets and smartphones is likely to keep them growing, and on top.
Source: "Netflix on Android Shows First Signs of Fragmentation Problems," Connected Planet