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Netflix: Unstoppable or Overvalued?

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Content provided by The Ringer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Ringer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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

  continue reading

387 episoade

Artwork
iconDistribuie
 
Manage episode 446247426 series 3326950
Content provided by The Ringer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Ringer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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

  continue reading

387 episoade

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