Netflix won't break out subscriber numbers in its earnings anymore. Here's what Wall Street will be focused on instead.

Netflix will stop sharing its quarterly subscription figures starting with its upcoming earnings report, opting instead to emphasize metrics such as user engagement and revenue. This change reflects the company's maturation and its aim to provide a clearer picture of its financial health. Analysts will pay close attention to Netflix’s advertising strategy, especially as the company plans to nearly double its ad revenue this year. With a softer content lineup expected, there are concerns about growth in subscriber numbers, leaving Wall Street uncertain about the company's performance metrics.

"Frankly, I think all of us are going into this with a blindfold, not knowing what they'll disclose. But at the end of the day, it's about the health of their financials and the margin expansion trajectory versus the last several quarters."

"The most important thing is to see if they are growing revenue because of advertising. I know they are, but would like some color on that. They should get lots of operating leverage from holding costs in check, so I expect big p

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