I seen the vlog too, to me it doesn't say alot because I think alot of the majors have been so slow that they only just finaly waved the white flag and accepted that streeming is the future. Because they are just moving into the space they have alot of room to grow so it is easy to make a percentage gain on last quaters earnings. It will be more telling if they are still making gains five years from now when the streaming market gets more compettitive.