Veytics Intelligence
2026-09-23 · Yahoo

Netflix has a big YouTube problem — and it's only getting worse

Yahoo Finance Executive Editor Brian Sozzi explains why Google's YouTube (GOOG, GOOGL) is a growing problem for Netflix (NFLX). Video Transcript 00:00 Speaker A I've been following Netflix shares very closely for the past two weeks. The stock has went absolutely in the tank. Not a good run for Netflix at all. 00:10 Speaker A We had a Wells Fargo downgrade, and then this note was the final, I guess, piece to my puzzle to the point where I wanted to come up here on unleashed and I wanted to bring all this to you. 00:20 Speaker A The title of this one, Streamers versus YouTube, and this is some really great work by the team at uh HSBC and their their thesis is this. 00:27 Speaker A Now, we all know that YouTube has been taking market share from Netflix.

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