Netflix still has far and away the best streaming service and so that these customers are no worse off, and we expect Netflix to see cancellations accelerate on its DVD business as it forces customers to sign up under its new system.
It is not known how much the FAA user fees will affect consumers, though presumably they would see fares rise if airlines pass off the costs to customers.
But many customers would still be worse off, Yurukoglu told me, because they would no longer see channels they watch occasionally but were unwilling to pay a lot for.
The investment community, you see, was delighted by news that Netflix was going to increase prices 60% for some customers and spin off the DVD business into a separate company called Qwikster.