I think Netflix has sort of hit a cap on their US audience, tbh. They don't have much more to gain that can afford it. Add in the influx of streaming services like Disney+, Peacock, Hulu, HBO Max, Apple TV+, CBS All Access, etc.
I just don't think they have much more room to grow in the States at least. Disney+ is an economical option and Peacock has a free option. I won't sit here and act like HBO Max is a huge competitor though. Even though Max has some great content, it's $15/month, is struggling subscriber-wise (as far as simply HBO Max subs go - Warner count HBO subs as part of Max, which really is cheating bc they don't get the full Max library).
I think we should hear in a few weeks what the current subscriber count is. It was 60.5M at last count... but remember, the Verizon 1-year deals are coming up, so they may not be gaining subs in the coming months as much as simply trying to retain them with Mando, Soul and WandaVision.