As a netflix subscriber, I want to say that their likelihood of achieving these goals is surprisingly obtainable despite all of the threats that they described. I pay nine dollars a month and get to watch a physical DVD about every three days, which in my opinion is a fair price. Add to this the streaming service and it is a great deal. As they mentioned, expanding the hardware/platforms that the streaming service is available on is important. I would like to see them make this priority number one, and I think that it would be in their best interest to do so.
As a Netflix subscriber ... sometimes I forget, for weeks at a time, that they can send me physical DVDs. Even with a limited (by comparison) selection, the streaming service is already much more useful to me than DVDs-by-mail.