1) Netflix rolls this out
2) Mass exodus.
3) Media addiction makes sure people get their TV elsewhere. Maybe disney+ amazon prime hbo, maybe cable, maybe youtube or tick tock, or even something different.
4) Just when Netflix learns their income goes down, customers learned to live without them.
Half of any subscription service's money comes from people too apathic to unsubscribe. If you force them away, they'll be too apathic to unsubscribe from their new service. Someone nees to tell the MBA's: don't get rid of your paying customers if you want to make money.