I don't understand how Netflix's current subscriber, and overall, company-wide issues, would cause for them to cancel a house for this fall. If anything, since Netflix is going through a rough patch at the moment, they would want to ensure that Stranger Things has a presence in this year's event, as it creates a huge amount of revenue, not just for Universal, but for themselves too. The houses aren't just because both companies mutually love the IP; they're life-sized, walkthrough advertisements for the property, and the service itself. It may be true that ST will not be at this year's event, but I sincerely doubt the reason are the numbers that were recently released that has the GP worried.