I think it remains to be seen if that is sustainable groth or if it is a short term effect and piracy will pick back up as people ditch netflix and the other streaming services as they become more inconvenient.
Lot of people value accessibility and convenience over free. Probably why you see even games that didn't have the best launch reputation like Cyberpunk 2077 that are DRM free outdoing revenue of games that have denuvo as opposed to denuvo leading abnormally record high sales figures despite Cp2077 being immediately available to pirate.
Just a really surprising outcome with this Netflix growth despite the public outrage, and much easier access to Netflix media than games. But, also really hammers how much the average person wants something that just works when they want it to without additional hurdles and research to go through.