Netflix will stop reporting quarterly subscriber numbers starting in 2025 to focus on other metrics like revenue, operating margin, and engagement. This change in reporting strategy aligns Netflix with some of its competitors like Apple and Amazon who do not disclose subscriber data.
Key Points
Netflix shifting focus from subscriber numbers to revenue and operating margin
Competitors like Apple and Amazon also do not disclose subscriber data
Analysts express concerns over the impact of this decision on stock performance
Pros
Focus on more meaningful metrics like revenue and engagement
Alignment with some competitors to maintain competitive edge
Cons
Reduction in transparency for investors and analysts