Nope anasta,the Q says infrastructure...I was quite pleased with that.Also I was not surprised at the sub count at all...would have preferred higher but all in all did not expect much from this Q.This is summer and churn is big historically....who has time to rent and use games and movies?This a first on disclosing churn percentages as far as I can remember ...and their current percentages on the churn speaks well for the service IMO.Cash position is also excellent so with 7 DCs,lots of cash and infrastructure capable of 150K subs as of this time it appears they are ready for business.Just need more of it.
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