More subs are obviously going to help fuel this stock, but name recognition and a clear competitive threat to Netflix will be the real stock driver. But there is one more, not so popular thing that needs to happen...a reverse split. The total O/S should be in the 1-2 billion range, not 5-10 billion. I would expect a possible 4/1 reverse split early next year.
Keep in mind, I am not against dilution, if it is fueling growth...and growth can happen without the pps increasing. When you see that everything is going in the right direction like subs are going like wildfire, DC's are in place, customer satisfaction is excellent, and more contracts...but your pps is only creeping forward, watch for the r/s! Stock up while they are cheap. IMO