Well, that's where things start further developing for the Entertainment industry even more. Comcast could leverage its existing NBC-Universal properties permanently onto the service, but just like Disney would need more to make the service more viable. Notwithstanding that Netflix on its own doesn't get its own great content, but on the long term they will continue to need even more.
The one bit that is being mentioned over and over about Entertainment is consolidation. Of the current "Big 6" of Hollywood, only Disney, Time Warner, and NBC-Universal have the necessary scale to weather the changes hitting the industry, and two of those are owned/being acquired by a service provider. Fox, Viacom, and Sony are nowhere near the scale of the other 3. If/when the Disney/Fox deal happens it is going to prime the other two to be next. My money would be on Comcast to pursue either Viacom or Sony. With Sony being the more opportune target since they'd have to pry Viacom from Sumner Redstone's dead grip before he would ever let go (his daughter is purportedly no better). Though property wise, Viacom has far more viable assets than Sony and would better complement them.
Granted Comcast could go that route without ever even looking at Netflix. No matter how you shake things, major change seems to be coming.