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Prof G Markets · Friday, October 30, 2026

Netflix Grapples with Time-Spent Scrutiny and YouTube Competition

Josh Brown discusses the challenges facing Netflix, noting that Wall Street has become obsessed with comparing its viewing time to YouTube, which has lapped Netflix with double the amount of time spent.

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The tape

1 quote
“Wall Street has become obsessed with this metric, uh, time spent. So it's measuring the amount of hours that people spend watching Netflix versus everything else. And they're being compared to YouTube, which is now lapped Netflix, it's 2x the amount of time spent.”
Josh Brown
Heard on Prof G Markets — “Josh Brown: If This Is A Bubble, It’s Pathetic”, published Friday, October 30, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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Netflix Grapples with Time-Spent Scrutiny and YouTube Competition — Heardvine