At some point they made a decision to change from something else to Netflix, so perhaps they’re not afraid of change but might need a compelling reason to use a different service?
Could be an opportunity for you to educate them on what options are available and why that will benefit them long term.
conspiracy theories are perfect for certain types of people to latch on to because the narrative presented is malleable. If the theory is wrong it can be re-shaped into something new to explain the new unknown.
if you scrutinised a conspiracy then yes they would generally fall flat, but if someone were the dispenser of that knowledge who imbued themselves with the self-importance of knowing secret details, they could always shift the goalposts and weave a new version of the story to maintain the reality they want to revel in.