## Netflix’s Star is Dimming? A Media Veteran’s Concerns

Former NBC Cable President Tom Rogers, once a staunch Netflix bull, is starting to express some concerns about the streaming giant’s future. Here’s a breakdown of his evolving perspective:

• Shifting Sentiment: Rogers, previously a vocal supporter of Netflix, is now dialing back his enthusiasm.
• YouTube’s Shadow: He points to the growing competition from free content on YouTube as a significant headwind.
• Engagement Concerns: While Netflix still has more hit shows, Rogers notes that the amount of viewing time per subscriber is decreasing.
• Nielsen Data: Although Netflix saw the largest monthly viewership increase in June, YouTube still accounted for a larger share of total TV viewership.
• Positive Earnings, Negative Stock: Netflix delivered a positive quarterly report, but its stock has declined since the earnings release.
• AI’s Double-Edged Sword: Rogers believes AI will help Netflix with targeted advertising and cost-cutting, but it will also empower independent creators, potentially benefiting YouTube.
• YouTube’s Rise: Rogers predicts that AI tools will blur the line between professional and amateur content, potentially driving further viewership for YouTube.
• Still the Leader: Despite his concerns, Rogers still believes Netflix will remain the most valuable media company.

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