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.

Leer el informe completo de Veytics

Mostramos la idea principal publicamente. Crea una cuenta gratis para seguir leyendo el articulo completo, guardarlo, comentarlo y conectarlo con contexto de mercados y OSINT.