I am happy and but at the same time have a conservative view...

I am happy and but at the same time have a conservative view to the good performance recorded by Netflix in their Q4 results. It could be due to their new policy on the removal of password account sharing, which triggers its loyal base to create new account and therefore a paid subsribers volume increase is noticed. It could also be due to the Q4 holiday festive season which is typically the fruitful months for entertainment industry. Overall, hope that $Netflix (NFLX.US)$ can hold on such trend especially in the increasingly saturated market as it can be seen that their competitive edge is diminishing.