I wont work out. All this does is promote cheap asses (most of the middle class world) to steal more things online for find a friend that can. I would assume two large changes are going to happen (well actually 3). 1. Hulu Plus subscribers will jump considerably (too bad the PLUS subscribers still have commercials that are WAY TO LONG, 15sec max, imo, is the best). 2. Redbox and blockbuster kiosks will see considerable jumps in sales until the people get tired of all the new movies being out of stock (which will happen A LOT) and 3. The revenue won't be much higher for Netflix as even if they were to loose 25% of their customers (which i presume they would), they aren't going to generate the difference in sales. For instance, I get 1 dvd + streaming for $10/month now. If I were to magically stay with them (which I wont, i'll be saving as much money as possible, because I am one of the few smart Americans) I would now be giving them $8/month instead of $10. So they loose 2 dollars from me, every month and probably another 50% of the current customer base. Now if 25% magically do both (and the chance of that are extremely UNLIKELY) they will simply be breaking even on the lost customers (assuming 2 dvds + streaming) that decide to do both now (1 more dollar per month).
However, it's more than likely that people won't see a deal in it anymore as the pricing structure has drastically changed and will instead quit. So I am thinking more so %30-%40 drop customer rate. STUPID business decision. Plus we all know the greedy MPAA and RIAA refuse to accept that industries change, so they will do everything in their power to prevent giving good/new content to Netflix streaming.
My 2 cents