I understand they are trying to keep "churn" numbers out of their filings with the SEC. Which I don't like regardless how their model works. They should compound it with another factor to alleviate their concern that a large churn number as their may scare of some investors.
How is this game-changing? In terms of stock price direction? A Dreamworks deal is a start in the right direction, not game-changing. Regardless, NFLX will probably shoot up 20+% tomorrow... this company released a much needed good news piece to an oversold stock price.