Netflix's Declining Streaming Market Share Raises Competitive Concerns

26 days ago

Anand Chokkavelu

"Netflix's share of TV time in the US has gone nowhere. It's about 8% over the past three years. Over that period, the streaming business in general has grown about 50%. So just do the math. The market share for Netflix in streaming is down by about a third. That's not a great trend, and who's eating their lunch? It's YouTube."

The speaker outlines concerns about Netflix's stagnant US TV time share amid a booming streaming market, emphasizing that a 50% overall market growth juxtaposed with an 8% share implies a significant relative decline. He points to YouTube as a strong competitor, suggesting potential headwinds for Netflix's market position.

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