Via ahknight:

Netflix WI subscribers passed a certain number specified in the contract with Starz and Sony and so they lost the right to stream that content. After some talks they came back online and now, one week later, Netflix is breaking apart their WI subscribers from their DVD subscribers. I find it hard to consider this a coincidence.

Keep in mind also that in the last week we heard the news that while their current licensing is around a couple of million a year that by the end of 2012 the licensing costs are projected to be 2.1 billion-with-a-B dollars a year. They only made about $130M in profit last year. So while this rate shuffle is annoying, by the end of 2012 it’s just going to get plain bad, and it’s not Netflix doing it — it’s the studios.