As the streaming market has started to show signs of maturity in subscriber growth, industry leader Netflix is shifting its metric of success to engagement, or time spent, as it looks to prove to Wall Street and Madison Avenue that the service can keep growing. 

The move away from quarterly subscriber disclosures isn’t entirely surprising, as Netflix’s most recent growth has come from its crackdown on password sharing, a benefit some experts predict may be starting to wane.

Wall Street seems to be warming to Netflix’s new strategy. Shares closed up 3.5% on Monday after equity research firm MoffettNathanson published a research note saying that there is more runway for growth ahead as Netflix “still appears to be under-earning relative to the engagement it drives.”