We have publicly available stats for their competitors. (And actually we do "know" the reason for this quarter's loss for Netflix: shutting down and losing 700K subs in Russia.)

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.