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Streaming video cannibalizing DVD rentals, says Netflix
Netflix says that DVD rentals are down for subscribers who make use of the company's online streaming service. Though it doesn't hurt Netflix's bottom line, the trend certainly spells bad news for physical media, including Blu-ray. By Jacqui Cheng | Last updated January 27, 2009 12:20
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Netflix sees subscribers opting for streaming over mailing, global surplus in red envelopes predicted
Engadget — ... We already covered the numbers from Netflix's impressive earnings call this past Monday, but there was another story lurking in there too; a potential sign of the coming apocalypse for physical media. The company is reporting that many of its customers are ...

Netflix CEO says streaming video gaining on old-fashioned DVDs
DVICE Atom Feed — ... worst enemy. That'll change soon enough. Netflix is getting to be so profitable (with profits skyrocketing a recession-defying 45% in last year's fourth quarter), the company's gaining more clout over Hollywood studios, and we predict first-run titles (in glorious HD) populating Netflix Watch Instantly before too long. Also, people love instant gratification, and are inherently lazy. Why walk to the mailbox when you can Watch Instantly? Engadget HD, via Ars Technica

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