No price hike, no cuts and no reason to be concerned - it's business as usual and almost without risks. $2 billion? Only? I've expected at least $10. And they'll double the profit from that investment. At least.
Adapt to think on global scale. Netflix is not operating in one small town with a few hundreds of families, man.
Do check the current #2 strongest economy in the world please:
https://www.investopedia.com/insights/worlds-top-economies/
That whole (China) economy is based on microtransactions thanks to free shipping within the country which cuts costs to worldwide distribution regardless of Trump's taxes. And it's physical goods. Just imagine the possible profit, obviously through microtransactions, based on free shipping of entertainment worldwide. It's just stream, no physical packaging, no plastic, no burning, no printing, no transport via train, ship or airplane, nothing!
Microtransactions are nothing new, I've said before, religious groups used the concept for thousands of years. What's new is the worldwide market, a market so huge, a market impossible in history.
More on the matter (so you have some numbers from major gaming industry companies that push microtransactions):
Of course it's not completely comparable - with your Netflix subscription you don't see just a part of a movie then have to pay more to watch the rest of it, but I never said Netflix is a scammer selling impaired products with a plan to milk you to get the rest of it like EA does. But you get the idea. I hope.
EDIT:
Have to add something. I believe everyone here tried a phonegame. Almost all of those are "pay not to play". Right? It would take decades of playing to get something in a phonegame, so people pay to skip the playing part.
Imagine what the world would look like if Netflix charged you not to watch it's content and you happily threw your money to Netflix.
Ridiculous? Stupid? Impossible? Never say never, it worked on phones.