Are they saying that their 720p HD 5Mbps service will have people watching 300 films in a month? At 90 minutes per film that is 15 hours a day?
Even as a projection this does not stack up. Even if we presume that usage is going to double, and the fact that Netflix is 33% of US traffic now, then the suggestion is that currently on average US users are using 1.5TB per month?