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An uptick after these changes make sense. People want to continue their comfortable routines. However now that it's draining their wallet, they will probably be on the lookout for cheap/free alternatives.
It's the same with increasing prices. Short term your revenue will spike, but it will bleed as you slowly lose customers because you offer less value.
But the people who were previously paying is where Netflix is playing with fire. They released the customers who were paying only because they were sharing it and didnt want to cause an inconvenience.
I think it's a pretty big gamble by Netflix, it will take time to see how it played out.
Gotta edge a bit closer to that trust thermocline. I feel like it's pretty much guaranteed for at least one of the major streaming services to all but collapse in the next 5 years. There's just too many and something will happen to push people into leaving them.