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YouTube's Lead Over Netflix in TV Viewing Keeps Growing. Is Netflix Stock a Sell?

The streamer's share of TV time keeps slipping. Is its revenue next?

YouTube's Lead Over Netflix in TV Viewing Keeps Growing. Is Netflix Stock a Sell?

Published October 3, 2026 · Category: Finance

Overview

YouTube keeps grabbing a bigger share of Americans' TV time. In Nielsen's newest monthly Gauge report, YouTube made up a record 14.2% of all U.S. TV viewing in July. Netflix (NASDAQ:NFLX), the second-biggest streaming service, held 7.8%.

A year before, the gap was far smaller. In July 2025, YouTube took 13.4% of TV time and Netflix set what was then a platform record of 8.8%. In 12 months, YouTube's lead widened from 4.6 percentage points to 6.4.

Details

And Netflix's own share of TV time fell by over a tenth.

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Source

Originally published at www.fool.com.

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