Netflix assured everyone that it "is" coming to the mobile market but only after it has secured itself in the video game and Blu-ray market first.
“[A partnership with Apple] is something that’s likely to come over time,” Hastings said. “But nothing in the short term. [With] movie watching, we are not focused on mobile yet, but on the TV, on Blu-ray and on the video game consoles. We will get to mobile eventually, including the iPhone.”
Personally I don't think AT&T will ever go for it, as it would conflict with the proprietary video software and pose major bandwidth issues.