> We can't possibly know or being able to sample or extrapolate what motivation 200,000 had
Speculation on the causes of major changes for which we have no hard data is the basis of the original article and pretty much every comment on this thread. Nobody here is giving investment advice, so I don't know how it's irresponsible.
> It sounds more like you'd like the reasons not to be one of or a combination of those, which would be fair.
My personal guess (also note the use of 'probably' in my original comment) is when it comes to things like paid streaming services, personal economics is the biggest factor in the decision to subscribe/cancel for most people, and other rationales are mostly tangential. In my experience, the bottom line is what matters in the end.
Is Netflix more "woke" or "less scifi" or "prone to pirating" or "annoying about UI and recommendations" than Disney+ or HBO Max? (Ok, HBO Max has had a lot of cinema-quality sci-fi and similar genre content land recently, so maybe on that one?)
Those services are gaining subscribers faster so any backlash seems less likely, compared to "there is a lot more serious competition than their used to be, Netflix costs the most, and has a far less proven content model."
Netflix is increasingly only worth it for their originals, and now those are head to head against Disney and HBO+Warner cinema originals.
You'll have better luck asking for prayers.
It sounds more like you'd like the reasons not to be one of or a combination of those, which would be fair.