In our first post to kick off this blog back in February 2009, we looked at the impressive growth of Netflix’s Instant Watch offering. In light of Netflix recent quarter results, let’s re-visit that. Eight months later, here’s what things look like:
Growth seems to have accelerated in 2009 with Streams at about 150% of Shipments this year! It also looks like the number of DVD Shipments in 2009 will not be that much greater than in 2008 but it *will* still exceed 2008 shipments. It will probably take a few years to level off before the curve starts to bend downwards as far as Shipments are concerned.
The Streaming curve on the other hand is quite insane and in 2010, Netflix will likely spend more time and money worrying about ISPs, dark fiber, Net Neutrality and bandwidth caps than they do about the USPS and DVD theft.