Netflix Will Stop Reporting Quarterly Membership Numbers And ARM Starting Next Year With Q1'25 Earnings
Portfolio Pulse from Benzinga Newsdesk
Netflix has announced that starting with its Q1'25 earnings report, it will no longer disclose quarterly membership numbers and Average Revenue per Member (ARM). This marks a significant shift in how the company shares performance metrics with investors and the public.

April 18, 2024 | 8:09 pm
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Netflix's decision to stop reporting quarterly membership numbers and ARM starting with Q1'25 earnings could impact investor sentiment and stock analysis.
The decision by Netflix to cease disclosing quarterly membership numbers and ARM may lead to increased uncertainty among investors regarding the company's growth and performance metrics. This could result in a more cautious approach to stock analysis and valuation in the short term. However, the impact is rated as neutral (0) because the market's reaction will largely depend on Netflix's ability to communicate its growth story and financial health through other metrics.
CONFIDENCE 80
IMPORTANCE 75
RELEVANCE 90