Netflix can't implement three different changes to its business model and then cherry pick one of those changes as the reason for the increased revenue.

Bro it's not a guessing game they release this information in thier quarterly financial statements....

https://ir.netflix.net/financials/quarterly-earnings/default.aspx

Tackling account sharing between households has been another focus as it undermines our ability to invest to improve Netflix for our paying members and grow our business. In May, we expanded paid sharing to 100+ countries, which account for over 80% of our revenue.

The cancel reaction was low and while we’re still in the early stages of monetization, we’re seeing healthy conversion of borrower households into full paying Netflix memberships as well as the uptake of our extra member feature. We are revenue and paid membership positive vs. prior to the launch of paid sharing across every region in our latest launch