The numbers aren't that bad. (Score 1)

They're losing a million customers, but only 200k would be streamers. Now, 800k seems like a lot, but the disc-only crowd also has high expenses because of mailing costs.

It's the 200k streamers who they won't have that I'd worry about. Netflix is changing their business model and the company is screwed if they can't increase the number of streaming customers.