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Netflix Starts Booting Subscribers Off Cheapest Basic Ads-Free Plan
(www.macrumors.com)
This is a most excellent place for technology news and articles.
I don't have a source, but it wasn't that Netflix didn't lose subscribers, it was that their revenues grew. Part of that was charging subscribers more, but a lot of that was the new ad-supported plans netted them more money than basic ad-free plans. Which is probably why they're now sunsetting the basic ad-free plans.