What worries media mogul Rogers
Former NBC cable head Tom Rogers takes back its rise Netflix.
Netflix’te self -declared “Raging Bull” Media Trailblazer, CNBC’nin began to worry this week, “the fast money” said, and youtube’de free content with a head wind of competition listed.
“[Netflix] Still [has] More hit shows than all other flow services combined, but when you look at the growth of the bottom[scriber] See the total period of participation of all the basic and all viewers, the amount of imaging per viewer has fallen to some. “
According to Nielsen, Netflix saw that the largest monthly viewer against his peers increased in June. However, youtube had 13% of the total monthly TV viewers, while Netflix had 8%.
Rogers’ latest acquisition comes after Netflix to present a three -month positive report on July 17th.
“There was nothing wrong with their earnings.” He said. “But participation is what directs everything here. The amount of imaging it receives directs the price increases that direct the programming budget that directs more programming.”
Netflix defeated the second quarter top and bottom line estimates and increased the full -year guidance. However, since the earnings report, the shares of the Flem fell approximately 6% and almost 11% has fallen on June 30, since it reached a record level.
Rogers also predicts that artificial intelligence will be a “double -edged sword” for Netflix in the near term. On the one hand, he said the pennant would help targeted ads and help reduce programming costs. However, it allows independent content to create a leg UP that benefits youtube.
“The line between professional and amateur content will be increasingly blurred as amateurs allow amateurs to produce things that look incredibly professional.” He said. “I think AI in the hands of Youtube’s creative community can create a professional programming level for Youtube.”
Youtube’s parent company, AlphabetThis year has increased by 2% so far.
Nevertheless, Rogers still thinks that Netflix maintains its status as the world’s most valuable media company. However, a delay said it was “something that needs to be followed.”
Netflix spokesman Emily Goldstein commented on the company’s second quarter call for earnings.
