Netflix’s( $Netflix(NFLX)$ ) decision to ditch subscriber growth numbers isn’t just a reporting tweak—it’s a seismic shift in strategy. The company is moving away from its old playbook of aggressive expansion and toward a focus on profitability and user engagement. Here’s what they’re spotlighting now: Viewing Hours: How much time users spend glued to the screen. Retention Rates: Are subscribers sticking around? ARPU: How much revenue each user brings in. This pivot comes as Netflix rolls out price hikes, ramps up its ad-supported tier, and dips its toes into live sports like NFL games. It’s a clear signal: they’re betting on squeezing more value from their 260+ million global users rather than just adding more heads to the count. Wall Street’s Lo

$Netflix(NFLX)$ will no longer disclose subscriber metrics starting in 1Q, yet growth will persist on a loaded content slate and momentum from 4Q, when it added 19 million members. The focus now turns to revenue growth (1Q guidance of 11%) and average revenue per member (ARM), which likely got a boost from recent US and UK price increases, along with steady user gains.Confidence has been building for margin expansion, with management targeting 29% in 2025 after posting a 600-bp jump in 2024 to 27%. Fundamentals are solid, anchored by double-digit revenue gains and cash flow increasing to at least $8 billion this year. That will rise even higher in 2026, potentially fueling buybacks.Netflix is still building streaming dominance by expanding users a

Last Week's RecapThe US Market - A 90-day pause on new tariffs shock marketsMarkets staged a powerful rally last week following President Trump’s surprise announcement of sweeping new protectionist tariffs on April 2. The $NASDAQ(.IXIC)$ jumped to its second-best single-day percentage gain on record on Wednesday. The $S&P 500(.SPX)$ and $Dow Jones(.DJI)$ logged their strongest weekly performances since November 2023, while tech-heavy Nasdaq posted its best weekly return since November 2022.March’s Consumer Price Index (CPI) showed an unexpected slowdown, with headline inflation easing to 2.4% year-over-year, down from 2.8% in February. Core CPI, which strips