Where have I heard that before? Oh yes, XM/Sirius. We know how that worked out. Subs grew, grew, grew past initial expectations. They wanted more and more deals. They forgot to earn money. Then a new options arrived (iPod). Game over for investors.
Viable company, great product, out-of-the box in most new cars, ... In the end it's an AWEFUL STOCK. The game changed with too many bad deals and a floodgate of new options to buyers. Not just like NFLX but similiar.