Netflix x YouTube

What we’ll cover today:

📺 Why Netflix's engagement dip is your early warning signal

🤖 AI’s double-edged sword for creators, insurers, and fintech

📉 What UnitedHealth’s collapse says about billing, margins, and misexecution

Netflix Faces a YouTube Problem 📉

Netflix (the streaming giant) is still killing it with hit shows, but ex-NBC exec Tom Rogers says YouTube is stealing the spotlight.

🚨 Breaking News:
Tom Rogers, once a Netflix superfan, is now worried: YouTube’s growing engagement is a serious threat to Netflix's dominance.

⚡Wire Simplified:

• YouTube now gets 13% of monthly TV viewership; Netflix is at 8%

• Netflix's engagement per user has dipped, not great for future growth

• AI could help Netflix lower costs, but also helps YouTube creators look more pro

• Netflix stock is down 11% since its June high, despite solid earnings

• Rogers says engagement, not earnings, is the real game-changer

✔️Straight to the Point:
Netflix still rules in content, but YouTube’s free, AI-boosted creator world is making it harder to keep viewers hooked

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UnitedHealth’s Make-or-Break Moment 🏥

UnitedHealth, America’s biggest private health insurer, is in hot water. CEO Stephen Hemsley has to clean up a Medicare mess.

🚨 Breaking News:
After a rough quarter and a CEO shake-up, UnitedHealth will report earnings this week and everyone’s watching closely.

⚡Wire Simplified:

• Stock dropped nearly 50% since May, worst year in over a decade

• Medicare billing troubles triggered DOJ investigations and a leadership change

• Key focus is their 2025 guidance, analysts expect $21.26/share

• Optum Health (their doctor group) profits plunged due to new Medicare billing rules (V28)

• Some think the damage may last 1 to 2 years before recovery

✔️Straight to the Point:
UnitedHealth’s troubles aren’t just numbers, they reflect deeper issues in how healthcare profits are structured and regulated

FinTech Abu Dhabi 2025
Organized by the Abu Dhabi Global Market, this event explores the latest trends, regulatory advancements, and innovations in the FinTech sector.
Date: November 2025 | Location: Abu Dhabi, UAE

Book your seat here