defense briefing
wall street
Hero section image

Netflix's decision to cease reporting subscriber numbers in 2025 shifts Wall Street's attention towards profit and revenue metrics

In its first-quarter shareholder letter, Netflix announced its intention to discontinue reporting quarterly subscriber gains, signaling a shift away from focusing solely on customer acquisition metrics.
Hero section image

Wall Street is revising its expectations for rate cuts, now considering the possibility that they may not commence until March 2025.

Economists and strategists are adjusting their outlook on interest rate cuts, now projecting that the Federal Reserve may delay any reductions until at least September. Some are even considering the possibility of no rate cuts for the entirety of this year.