Netflix to end reporting subscriber numbers

[Bob Jersey]

V: In its Q1 letter to shareholders, Netflix said that engagement — time spent with the service — is its “best proxy for customer satisfaction.” As such, it will no longer report quarterly membership numbers or average revenue per member (which it dubs “ARM”), as of Q1 2025. Netflix said it will announce “major subscriber milestones as we cross them” but will cease disclosing quarterly subscriber numbers.

https://variety.com/2024/tv/news/netflix-stop-reporting-subscriber-numbers-starting-2025-1235975341/ (link)

B

[Kevin M.]

My wife tends to put on Netflix and fall asleep. So do a lot of people, based on studies. Where is those statistics in their report?

Not that it matters, since the numbers they release still aren’t independently verified, I just assume they make them up. 

Kevin M. (RPCV)

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[PGage]

FWIW: here is the take of Puck News’ Matt Bellini on this from his column last night:

“So much for that new era of Netflix transparency: A couple theories about why Netflix, after blowing past predictions with 9.3 million new subscribers, announced today that it will stop reporting subscriber additions: First, Netflix already won the streaming wars, so it doesn’t need to brag each quarter about how many subs it added. Second, its traditional metrics, like revenue and profit, are gonna be better than its rivals in streaming, so why not shine a light there? Third, with so many tiers of membership and pricing structures worldwide, not all subscribers are equal. So why announce a number as if they are? (That’s essentially what co-C.E.O. Greg Peters said today.) But I’m betting the real reason is that Peters and Ted Sarandos know how much the password-sharing crackdown is juicing subs right now, and they want to get ahead of what happens when that effort runs its course.”

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