## Netflix’s Reign: A Raging Bull Turns Cautious

Once a staunch advocate, former NBC Cable President Tom Rogers is now expressing some concerns about Netflix’s future. While he acknowledges the streaming giant’s continued success, he points to emerging challenges that could impact its growth. Here’s a breakdown of his shifting perspective:

• Competition is Heating Up: Rogers highlights YouTube as a significant competitor, especially with its free content and growing viewership share.
• Engagement is Key: Despite positive earnings, Rogers emphasizes that declining viewing time per subscriber is a worrying trend. This impacts pricing, programming budgets, and ultimately, the quality of content.
• AI’s Double-Edged Sword: Rogers believes AI will both help and hinder Netflix. While it can improve targeted advertising and reduce costs, it also empowers independent content creators, potentially boosting YouTube’s offerings.
• Stock Dip: Despite a positive quarterly report, Netflix’s stock has declined since its earnings release, reflecting investor concerns.
• Still on Top, But…: Rogers still sees Netflix as the most valuable media company, but he suggests that its dominance might be facing some headwinds.

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