Netflix has stated in a support document that AirPlay is no longer supported due to a technical limitation. When speculation of Netflix doing this in retaliation of Apple TV+ arose, a Netflix spokesperson stated that it was due to AirPlay rolling out to third-party TVs. Because they couldn't tell the difference between being AirPlayed to an Apple TV versus a smart TV, they disabled it. This is likely to restrict unauthorized recording on a third-party device that does not protect content from being screen captured. Netflix won't even allow users to take screenshots during playback. That being said, it could be for both this and a slight jab at Apple TV+ as well.
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