Netflix has reduced the amount of data it releases about its business, no longer reporting subscriber growth or average revenue per user each quarter, where most of its competitors, like Disney or HBO, still report those metrics quarterly.
It raises this big question of transparency and what the company owes to investors, not just in terms of telling them what's happening with their business but in justifying the stock price that it has. Netflix is so different that this may just be Netflix exercising its right to decide what it discloses and does not disclose.
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