Sam Thielman, at AdWeek:

Netflix has cracked down on password sharing this year (the streaming service has a $12-per-month plan if you want to stream on four devices simultaneously), but it looks like there’s a new tier to its pricing plan, albeit one available only to new users: you can now sign up for a single-screen standard-def stream for a dollar less than the hi-res, two-streams service most users are currently using.

Thielman theorizes this is for people on slower DSL connections, but to me this looks like a mobile play. There’s a growing audience whose only computer and internet access is their phone. Makes sense to offer them a lower cost, lower bandwidth option.