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Former President NBC Cabe Cable Tom Rogers gains his bullishness Netflix.
Media Trailblazer, who was a self -proclaimed “rage” on Netflix, said CNBC “Fast money“This week he is starting to worry – and he listed with free YouTube content as a wind.
“(Netflix) is still (my) more hit -stroke than all other streaming services, but if you look at the growth of your Sub (Scriber) base and look at the number of overall interaction time from all viewers they receive, the number of viewers has decreased on some,” said Rogers.
According to Nielsen, Netflix has noticed the largest enlargement of the monthly viewer compared to peers. However, on YouTube it was 13% of the total monthly television viewing, and Netflix was 8%.
Last Reception Rogers comes after Netflix put positive A quarterly report July 17.
“He had nothing wrong at all,” said Rogers, who is also a CNBC participant. “But the interaction is what moves everything here. The number of viewing it receives is causing the price rise, which causes the programming budget that provides more excellent programming.”
Netflix Beat According to the upper and bottom line in the second quarter and raised their full recommendations. But since its report on the income of the Streamer action has decreased by approximately 6% and now excluded by almost 11% since the record on June 30.
Rogers also predicts that artificial intelligence will become a “bilateral sword” for Netflix in the near future. On the one hand, he stated that this would help the Streamer target advertising and help reduce programming costs. But it also allows independent content creators to grow a leg – which benefits YouTube.
“The ruler between professional and amateur content will be more and more blurred as AI’s tools in the hands of fans, allow you to produce things that look incredibly professionally,” he said. “I think the II in the hands of YouTube creative community can create a professional programming level for YouTube, which moves it even more.”
Mother’s company YouTube, AlphabetSo far by 2%.
However, Rogers still believes that Netflix has retained its status as the most valuable media in the world. However, he said that the lag is “what needs to be monitored for sure.”
Netflix Emily Holdstein spokesman set a comment on the call for profits in the second quarter of the company.