Now, that is separate from the argument that because they didn't strictly enforce their ToS, that people now feel entitled to something and may drive some people away from the service.
They definitely did the latter.
It reminds me of the West Wing series where President Bartlett is mad that his wife expects him to hold to the promise of talking to her before he makes the decision to run again. He says: "Damn it Abbey! That was 4 years ago!", as if a promise expires because it's old.
Now, Netflix didn't make a promise, but they did set consumer expectations about their service. And that expectation doesn't expire just because it's old.
I mean, they obviously have every right to change their behavior, but it's totally reasonable to point out that this is a change in their behavior, and a change in the agreement between them and the consumer (maybe not a literal change in the TOS, but a change in the practical agreement that we had).