) following yesterday's price increase, is providing some comments on the stock. “We estimate that ~75% of Netflix subscribers use Watch Instantly streaming,” Piper Jaffray writes. “In other words, these pricing changes will impact most subscribers. If customers choose to abandon DVD-by-mail and downgrade to the streaming-only plans, ARPU would fall, but profitability would rise and Netflix would more quickly accomplish its goal of becoming an internet streaming service. “If subscribers maintain both DVD-by-mail and streaming, then ARPU will rise, and the profitability of the DVD service will also rise to be more in-line with that of streaming.” Netflix closed Tuesday at $291.27.