If you’re going to speculate about ulterior motives, fill in the supporting details so people can tell you’re not just promulgating conspiracy theories.
Netflix didn’t crack down on shared passwords when they were growing rapidly but that’s not because they couldn’t.
Here's the argument. I guess it's up to you whether you think it's coherent.
1. Netflix dislikes account sharing. They'd rather have two people pay for two subscriptions. They're a business, and are in favor of higher subscription numbers. 2. Passkeys make account sharing harder. Customer behavior modeling probably suggests that some fraction of account share-ers would create new subscriptions if they switched to passkeys. 3. Of all the reasons Netflix is in favor or against passkeys, this reason is in favor of them, via 1. and 2.
If you asked most people "what password manager do you use" they would give you a blank stare; but sadly, the answer is rarely "I'm not using one" the answer is usually Apple or Chrome or whatever is built in and most convenient.