Netflix losing subscribers has hardly anything to do with it being an ad free service (honestly laughable to suggest this being the primary reason). It is because for every Stranger Things, there are about 30 shows that are utterly horrible. For every The Irishman, there are about 50 films that are dog shit.
Netlfix has a formula where they either recycle the same plot over and over again, or they create something that disregards any idea of a functioning plot, and instead focuses on what ever politically correct topic is trending.
They then have the audacity to up the prices substantially year over year. And this bloke thinks people are leaving because they want ad services?