## Netflix’s Future: 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 several factors that could impact its growth.

• Competition from YouTube: Rogers highlights YouTube’s increasing share of total TV viewership, suggesting that free content is a significant headwind for Netflix.
• Engagement Concerns: Despite positive earnings, Rogers notes a decline in viewing time per subscriber, which could affect future price increases and programming budgets.
• Stock Dip: Netflix’s stock has declined since its recent earnings report, indicating investor concerns despite the positive financial results.
• AI’s Double-Edged Sword: Rogers believes AI will benefit Netflix through targeted advertising and cost reduction, but also empower independent content creators, potentially boosting YouTube’s offerings.
• Still the Leader: Rogers still sees Netflix as the most valuable media company, but he’s watching for potential slowdowns.

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