The lesson
Pitch a competitive response from inside the threatened company, and let its own revenue line be the villain.
A deck rebuilt by Pitch Unfairly, told from inside Blockbuster. It opens on a VHS tape labeled "Netflix mtg, take 2", then shrinks Netflix to a small box beside "51M+" accounts ("120,000 Netflix paying subscribers. ACTUAL SIZE."). Later slides show "16% of our revenue comes from customers being late" and four options, one marked "STAFF PICK".
Every figure here belongs to the story, so don't cite them as evidence. Keep the sequence: threat at true scale, exposure in your own numbers, then a short option set ending in one pick.