I think we'll get to see just how compelling the Netflix original catalog is when we see global customer numbers. My understanding is that Netflix doesn't have

I think we'll get to see just how compelling the Netflix original catalog is when we see global customer numbers. My understanding is that Netflix doesn't have streaming rights for most of the content that isn't theirs internationally, and that was the biggest barrier before. My guess is that uptake will be slow, but the great thing is they just keep creating more content, so it'll be more compelling every year.