What worries media tycoon Rogers

Former NBC Cable President Tom Rogers is recruiting NetflixS

Media Trailblazer, which was self -proclaimed “Raging Bull” in Netflix, told CNBC “on CNBC”Quick money“This week he’s starting to worry – and he lists competition with free YouTube content like a wind.

“(Netflix) still (there are) more broadcasts than all other streaming services, but when you look at the growth of their floor (Scriber) and look at the total number of time of engagement from all viewers they receive, the amount of viewer has dropped.”

Netflix saw that the biggest monthly vision was increasing to its peers in June, according to Nielsen. However, YouTube represents 13% of the total monthly television vision, while Netflix had 8%.

Rogers’ last taking comes after Netflix delivered a positive Quarter On July 17th.

“There was nothing wrong with his revenue at all,” said Rogers, who is also an associate of CNBC. “But engagement is what drives everything here. The size of the viewing it receives, it leads to an increase in prices, which drives the programming budget, which leads to more programming.”

Netflix wins The estimates of the highest and bottom of the second quarter and have increased their year-round guidelines. However, as the profit report, Stimmer’s shares decreased by about 6% and now decreased almost 11% after reaching a record high on June 30.

Rogers also predicts that artificial intelligence will be a “two -edged sword” for Netflix in the short term. On the one hand, he said it would help the target advertising of the Stimmer and help reduce programming costs. But it also allows independent leg content creators up, which is beneficial for YouTube.

“The line between professional and amateur content will become more and more spread, as the AI tools in the hands of amateurs allow them to produce things that look incredibly professional,” he said. “I think AI in the hands of the creative community of YouTube can create a level of professional programming for YouTube, which further drives his view.”

YouTube Mother Company, Alphabetis 2% annually.

Still, Rogers still sees that Netflix maintains its status as the most valuable media company in the world. However, he said the backlog is “something that should be observed for sure.”

Netflix spokesman Emily Goldstein postponed a comment on the company’s second quarter profit.