I'm wondering if we couldn't almost disregard CC's influence, and still have relatively good news. (I guess I'm speculating again). With Microsoft's and Google's results today, it seems we are becoming a nation that is more comfortable with the internet and our computers. GZFX may have picked up more subs through internet ads, than through CC. I'm a long, somewhat pessimistic at the moment, but trying to see the bright side.
All of the above JMHO.