## Netflix’s Bullish Days May Be Numbered?

Former NBC Cable President Tom Rogers, once a staunch Netflix supporter, is starting to have second thoughts about the streaming giant’s future. Here’s a breakdown of his concerns:

  • Slowing Engagement: While Netflix still boasts more hit shows than its competitors, Rogers notes a decline in viewing time per subscriber.
  • YouTube’s Ascent: YouTube is gaining ground, accounting for a significant portion of total TV viewership, even surpassing Netflix in some metrics.
  • AI’s Impact: Rogers sees AI as a “double-edged sword.” While it could benefit Netflix through targeted advertising and cost-cutting, it also empowers independent creators, potentially boosting YouTube’s content quality and viewership.
  • Stock Dip: Despite a positive quarterly report, Netflix’s stock has declined since its earnings release, reflecting investor concerns.
  • Still the Leader: Rogers still believes Netflix is the most valuable media company, but he sees a potential slowdown on the horizon.

For more details, check out the original article [here](insert_link_here).

Source: https://www.cnbc.com/2025/07/26/netflix-raging-bull-changes-stance-what-worries-media-mogul-rogers.html

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