There's also a slew of original content on the way headed by Arrested Development and House of Cards, and its OpenConnect ISP program has now gotten a boost from high bitrate 1080p video and even 3D.
Even more recently, traditional production houses have turned to Netflix as a distribution platform for shows like House of Cards and Arrested Development.
Netflix is increasingly billing itself as a data company, with a numbers so solid that it can afford to make huge gambles on original programming (House of Cards and Arrested Development, anybody?) based on an almost psychic-like ability to know what its users like.