## Netflix’s Glow Fades? Former Bullish Investor Sounds a Note of Caution
Former NBC Cable President Tom Rogers, once a staunch advocate for Netflix, is now expressing some concerns about the streaming giant’s future. While he acknowledges Netflix’s continued success, he points to several factors that could impact its growth. Here’s a breakdown of his evolving perspective:
- Slowing Engagement: Rogers notes that while Netflix still boasts more hit shows than its competitors, the amount of viewing time per subscriber is declining.
- YouTube’s Ascent: He highlights YouTube’s significant share of total TV viewership, posing a challenge to Netflix’s dominance.
- AI’s Double-Edged Sword: Rogers believes AI will both help and hurt Netflix. While it can improve targeted advertising and reduce costs, it also empowers independent creators on platforms like YouTube.
- Stock Dip: Despite a positive quarterly report, Netflix’s stock has declined since its earnings release, indicating investor concerns.
- Still the Leader: Rogers still believes Netflix is the most valuable media company, but he sees potential headwinds ahead.
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