I mean, I would have been a lot more okay with things if they'd just been straightforward and said "look, the people we get our content from are raising the prices on us, we need to charge you more to cover it". That's fine, that I can understand.
Yeah if you were in Netflix's position what would you do? Potentially piss off the people who set the prices for the content your customers want access too or shit on part of your customer base? It puzzled me too for a bit, then I realized there was probably some business contracts where they could not name the studios as being a cause, I mean there are only about 6 major content distributors and they all march very closely together.
In fact all the stories that reported the price increase only speculated it was due to a probable licensing rate rise, no one besides Netflix has the real numbers, the rest is speculation.