Here's an interesting look at Netflix's growing popularity from Canaccord Genuity analyst, Heath Terry.
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He shows uniques to Netflix have been growing at an impressive rate in the last few quarters. Impressively, they're above Hulu which is primarily a free service.
As uniques grow, it follows that subscribers are growing. Terry estimates that subscriber a 70% increase in subscribers for Q2 2011 as compared to the same period a year ago based on looking at the data.
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Disclosure: Mathias Döpfner, CEO of Business Insider's parent company, Axel Springer, is a Netflix board member.