Not to mention that they did start with the narrative that they start enforcing this on a certain date, but it took me 2 months over that to receive the warning/being locked out. I remember seeing people from Canada (one of the countries in the first wave) that still had not been forced off 4 months into the date they had set.

They appear to be taking it slow (not booting off everyone at the same time) to build this narrative that it's working fantastically so to not get a massive drop off in users (stock price drop) and waiting out for their competition to also move forward with this change. All of this while also adding more markets, dropping the prices in others and removing the cheaper plans.

It probably did work though. We had some relatives piggy-backing off of our top tier 20 year old account when we got shut down last August in what must have been beta testing for the program. We cancelled our account. I'm not sure how many of the relatives ended up getting their own accounts but the poorest and least able to afford an additional monthly charge went and signed right up, so they were at at least a net zero change in subs there (though they signed up for the cheapest option).

People are just disappointing.

I was looking at sky sports in the UK and the majority of their packages had “free Netflix” offers included. I wonder if enough of those signs ups would have influenced the numbers?

I don't know about launching in new countries, but a lot of the new subscribers were added in countries where Netflix is cheaper so while they did add a lot of subscribers the revenue increase wasn't large.