However, Universal will have new installments in the "Hulk" and "Mummy" series, headed for HD DVDonly, while Disney has a new "Narnia" movie, exclusive to Blu-ray.
Wold notes that three factors could push 2012 EPS below current expectations: the loss of DVDonly subscribers, international operating losses and competition pushing up the cost of customer acquisition.
Netflix also announced it is separating its unlimited streaming and unlimited DVD plans in the U.S. to better reflect the costs of each and to give members a choice: a streaming-only plan, a DVD-only plan or the option to subscribe to both.