Yeah, the people in this thread including (and specifically) the OP are worse than reddit at its worst in terms of confident ignorance.
They reported these numbers in their quarterly reports. A company that trades on a public stock exchange is required to release quarterly reports that accurately represent their business.
Yes, companies like to play around with which metrics to report on to paint it better than it actually is, but the numbers can not be made up. If they say new subscriptions, it had to be new subscriptions.
Makes sense. I’m pretty sure many would otherwise give wrong, optimistic numbers for their vision and complain that their $3.5k device is not working properly and is blurry instead.