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Netflix: Unstoppable or Overvalued?
Manage episode 446247426 series 3326950
Matt is joined by Bloomberg’s Lucas Shaw to first talk about Disney’s report that it would name a new chief executive in “early 2026.” Then they offer their takeaways from Netflix’s latest earning report by looking at the streamer’s five pressure points: advertising, the threat of bundling, theaters, compensation, and growth (02:46). Matt finishes the show with a prediction about World Series ratings (29:06).
For a 20 percent discount on Matt’s Hollywood insider newsletter, ‘What I’m Hearing ...,’ click here.
Email us your thoughts! thetown@spotify.com
Host: Matt Belloni
Guest: Lucas Shaw
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
Learn more about your ad choices. Visit podcastchoices.com/adchoices
387 episoade
Manage episode 446247426 series 3326950
Matt is joined by Bloomberg’s Lucas Shaw to first talk about Disney’s report that it would name a new chief executive in “early 2026.” Then they offer their takeaways from Netflix’s latest earning report by looking at the streamer’s five pressure points: advertising, the threat of bundling, theaters, compensation, and growth (02:46). Matt finishes the show with a prediction about World Series ratings (29:06).
For a 20 percent discount on Matt’s Hollywood insider newsletter, ‘What I’m Hearing ...,’ click here.
Email us your thoughts! thetown@spotify.com
Host: Matt Belloni
Guest: Lucas Shaw
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
Learn more about your ad choices. Visit podcastchoices.com/adchoices
387 episoade
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