GOOG · News · 20260922N
Competition: YouTube Streaming
Alphabet Inc. · 2026-09-22 · Importance 17 · Surprise 24
An HSBC analyst said YouTube is gaining ground against Netflix in streaming. The analyst cited YouTube’s engagement gains as a factor weakening Netflix’s competitive position. The commentary indicates increasing competition for viewing time between YouTube and subscription-based streaming platforms.
Key facts
- HSBC cited YouTube's (GOOG, GOOGL) gains at Netflix's expense. source