Netflix has a bigger market cap than both of those companies. If Netflix can't run their business without increasing subscription costs, those companies won't be able to do so either. Netflix is basically experiencing firsthand what people were criticizing Pandora about regarding its IPO--that they wouldn't be able to sustain growth due to the ever increasing licensing fees from the music industry (or the movie and TV studios in Netflix's case). I've been a Netflix member since 2002 and have never had a problem with their customer service--historically their customer service has been top notch. However they have handled this latest price increase pretty poorly. I hope it's not a sign of things to come but I also don't think it's a continuing trend either.