Netflix's decision to stop reporting subscriber numbers

SOURCE www.breitbart.com
Netflix will stop reporting quarterly subscriber numbers and average revenue per member, focusing on revenue, operating margin, and engagement metrics instead. The company will also focus on new revenue streams and features.

Key Points

  • Shift in focus from subscriber numbers to revenue and engagement metrics
  • Emphasis on new revenue streams like advertising and extra member features
  • Netflix's success in adding new subscribers in 2023 and 2024
  • Strategy to combat password sharing and increase paid subscriptions

Pros

  • Focus on revenue and operating margin provides a clearer financial picture
  • Emphasis on engagement can be a better indicator of customer satisfaction
  • Development of new revenue streams and features can lead to growth

Cons

  • Moving away from subscriber numbers may impact investor sentiment
  • Lack of specific parameters for major subscriber milestones can create uncertainty