Netflix has a big YouTube problem — and it’s only getting worse – Yahoo Finance

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. Their new thesis is that this is actually getting worse, and they are pointing to YouTube capturing more share, more viewing hours uh out there amongst viewers compared to YouTube. 00:43 Speaker A And there’s one of the charts right there. You can see that bump up increase for YouTube. 00:49 Speaker A If you are looking at a way or trying to figure out how AI is impacting businesses, go back and read that last earnings call from from
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