I found this post from NPD to be fairly interesting...
Regardless of all the hype with subscription video on demand (i.e. Hulu, Netflix, Amazon) more people watch movies and TV shows on DVD and Blu-ray Disc. The number of consumers renting discs at kiosks and video stores is identical to the number of people watching on a subscription video-on-demand services, according to new data from The NPD Group.
NPD goes on to say that it's twice as likely that you'll be watching a TV series from a disc than it is that you'll watch the series using the most popular VOD options of subscription or free streaming. Pretty soon one in three Americans will have a Netflix subscription. In the past 12 months, 44 percent of consumers purchased a movie on DVD or Blu-ray. Compare that to the numbers who are using VOD to rent or own. Again, it's not a "disc good, digital bad" conversation, but a recognition that the consumer has yet to catch up with where distributors, services, and retailers want them to be.
I don't know if I believe that or not. NPD is a well recognized analyst firm, so I guess there is no choice but to believe it, but it still seems odd given that overall disc sales have slowed. I also wonder if "purchased a movie on DVD or Blu-ray" includes renting?
Below are some stats on how consumers are watching movies/TV shows and what methods they are renting them by.