I believe DF keeps more in than contributes to those kicked out, but I don't think the HQ sees it that way. I don't think they understand the apathy, disappointment, lost hope, etc. the congregation members are experiencing. The CO reports to WTS aren't useful because the BOE spin things during the visit. I don't think the circuit reports matter either as long as a circuit is profitable.
I'm not sure what they're thinking at this point, but I think they might be trying to soften up a bit for the sake of their bottome line. Perhaps softening up isn't the best term, maybe they're trying to make things easier. Talks and meeting parts are easier to give, presentations and smaller mags are easier to deliver.
Old school JWs sat in week long conventions, went in FS for 20 hours and used the Bible, and were overall fairly "hardcore". Those JWs are getting older and dying. Today's JWs coming in new and the born-ins aren't about to do all that. The WTS has to make things shorter, simpler, easier because that old school approach won't work anymore. The only people that will be shocked by any coming changes are longtimers.