I will never understand investors. Anyone with half a brain can put two and two together when a company starts hiding anything. Investors have no idea what they're doing, they just trust the customer will make them money, get angry when they've been duped, and will do it again.

the biggest reason is, them cancelling too many shows too soon. after 1-2 season, the show ceases to ecist. 3 if you are lucky and its thier way of forcing its end.

Stranger Things finally ended and the price for no ads went over $20 per month. That's what made me finally quit.

They aren’t stopping reporting subscriber numbers, what are you talking about? They’re dropping from reporting it twice a year to just once a year. Annual growth is really all that matters after all. What matters far more is revenue, profit, and cash flow - all of which are still reported regularly.

Stock prices falling after earnings calls is basically the norm because no matter how well they go, even beating expectations, some people wanted more - and you can’t ignore the market manipulation by big players who try to manufacture drops so they can increase their position. Spook people to sell and drop the price so they can buy more at a reduced price.

Netflix met or exceeded their targets as they have basically every single time for years. Their revenue grew double digits, their margins are getting healthier, and their viewing hours increased.

Advertisers want eyeballs, and this means less of them. Reminds me of Reddit moving to a log-in only model.

Not sure if you're being rhetorical, but I'll answer anyways. The reason Reddit wants you to log in is to better track you, no duh. The reason that makes them more money is because better data means better ad targeting, and better ad targeting can be translated to results like a better click through rate. When a platform has that, they can incentivize more advertisers to spend more money on their platform.

That way, each time they sell an ad, that ad can be more expensive. It's undeniable that demanding logins will be bad for the number of ads they sell, but if they can sell higher quality ads, they'll make more money at the end of the day.

This whole thing is the core driver behind privacy being eroded at scale, because ad targeting has proven effective, and so advertisers want to advertise on the platform with the best targeting. So everyone wants to spy on their users the best and build the best targeting.