Puck founding partner Matthew Belloni takes you inside Hollywood, using exclusive reporting and insight to explain the backstories on everything from Marvel movies to streaming wars. Multiple times each week, Matt will touch on what is getting made and why, who is winning and losing, and what people in show business are actually talking about.
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Who's to Blame for the ESPN Blackout?
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Matt is joined by Bloomberg’s Lucas Shaw to discuss the contentious TV carriage dispute between Disney and DirecTV, leaving millions of customers unable to watch the U.S. Open, college football, and potentially 'Monday Night Football' starting next week. They unpack the details of this battle, debate who has more leverage, and predict who will win …
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Should Someone Step In to Save Warner Bros. Discovery?
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Matt is joined by media analyst Steven Cahall to talk about Warner Bros. Discovery, which continues to struggle despite its slew of amazing assets, and why a change in leadership or strategy has not been demanded by activist investors. They discuss WBD’s reliance on linear television, how it lost its NBA rights, and what it should be doing to turn …
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Summer Box Office Winners, Losers, and Head-Scratchers
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Matt welcomes back Puck’s Scott Mendelson to judge their early May box office predictions for this summer's most anticipated blockbusters, including ‘The Fall Guy,’ ‘Inside Out 2,’ ‘Twisters,’ and ‘Deadpool & Wolverine.’ They also declare the official winners and losers of the summer and look ahead to the most anticipated movie of the fall, ‘Beetle…
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The Billionaire Battle for Paramount and the Return of 'Ted Lasso'
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Matt is joined by Puck’s William D. Cohan to discuss the never-ending battle for control of Paramount, which has been further complicated by an 11th-hour offer for Paramount from billionaire Edgar Bronfman Jr. Matt and Bill explain who Bronfman is, simplify the complicated details of his pitch, and decide whether Bronfman's or David Ellison’s deal …
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Are Expensive Showrunner Deals Worth It?
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Matt is joined by Lesley Goldberg, former TV editor of The Hollywood Reporter, to look at the most costly showrunner deals of the peak TV era and determine which were the best and worst deals for the respective studios. They discuss the nine-figure deals that led to zero new shows, and the biggest underperformers of Hollywood’s hyperinflated peak T…
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The Arms Race Behind Where Movies Shoot
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Matt is joined by Joe Chianese, SVP of Incentives at Entertainment Partners, to talk about where movies are being shot these days, how tax incentives play a role, what a city or country offers to a production, and why California is no longer the filming mecca it once was (02:36). Matt finishes the show with a prediction about Travis Kelce’s potenti…
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A New Setback in Hollywood's Cable Crisis
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Matt is joined by CNBC media and sports reporter Alex Sherman to talk about the delayed launch of Venu, the planned sports streaming venture by ESPN, Fox, and Warner Bros. Discovery, after a federal judge granted FuboTV's motion for a preliminary injunction. They discuss why this happened, whether this is bad for consumers, and offer up their winne…
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The Legacy of the Infamous Sony Hack, 10 Years Later
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Matt is joined by podcaster and journalist Brian Raftery to talk about the 10-year anniversary of the infamous Sony hack, how it changed the perception of Hollywood, how it affected the way villains are portrayed in movies, if North Korea was really to blame, and if this could this happen again (03:08). Matt finishes the show with an opening-weeken…
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Kamala’s Hollywood Connections: Do They Help or Hurt?
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Matt is joined by Puck senior political correspondent Tara Palmeri to discuss Hollywood’s place in the 2024 election now that Kamala Harris is the Democratic nominee. They talk about Kamala’s close Hollywood ties, including her close friendship with Disney’s head of TV, Dana Walden; the upcoming debate on ABC; and the current state of the Hollywood…
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Why Can’t Apple Figure Out Movies?
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Matt is joined by Bloomberg’s Lucas Shaw to discuss Apple’s puzzling film strategy after the company's latest announcement that ‘Wolfs,' an action comedy starring Brad Pitt and George Clooney, will no longer get a wide theatrical release. Matt and Lucas wonder how interested Apple is in putting movies in theaters, how new pressure to cut spending i…
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The Biggest Losers of Hollywood’s Cable-pocalypse
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Matt is joined by LightShed media analyst Rich Greenfield to discuss the newest and most dire stage of the linear TV meltdown, with multi-billion-dollar write-offs at Warner Bros. Discovery and Paramount. They get into why these companies are only now acknowledging their TV assets are such a problem, debate whether or not anyone should be paying bi…
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Disney’s Streaming Profits and Parks Problem
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Matt is joined by NYT staff reporter Brooks Barnes to discuss the latest Disney earnings report, which resulted in a drop in stock price after Disney reported a slowdown in Disney parks attendance. They talk about the state of the parks, including customer dissatisfaction with price hikes, Universal parks vs. Disney parks, and the upcoming D23 conf…
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Matt is joined by Bloomberg’s Lucas Shaw to discuss whether it's time to panic for the music industry after shares of Universal Music Group tanked due to a deceleration in streaming subscription revenue growth. Matt and Lucas wonder whether this is a crisis or just a blip and offer up ways music streamers should differentiate themselves to make mor…
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The 2024 Intellectual Property Draft
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Matt is joined by Bloomberg’s Lucas Shaw for the second ever IP Draft! They first revisit their last IP Draft, then draft a whole new team of intellectual properties that they believe will be the future stalwarts in Hollywood. For a 20 percent discount on Matt’s Hollywood insider newsletter, ‘What I’m Hearing ...,’ click here. Email us your thought…
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‘Deadpool & Wolverine’ and Marketing Disney’s First R-Rated Marvel Movie
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Matt is joined by Disney’s chief brand officer and president of marketing, Asad Ayaz, to talk about releasing Disney’s first R-rated Marvel film in ‘Deadpool & Wolverine,’ how that changes the calculus for Disney from a marketing side, and how the third installment of 'Deadpool' made more money than its two predecessors. They also discuss broader t…
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WBD’s Billion-Dollar War on the NBA
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Matt is joined by Bloomberg’s Lucas Shaw to discuss Warner Bros. Discovery’s lawsuit against the NBA after the NBA rejected WBD’s matching offer for a package of broadcasting rights. They look at the argument for both sides, and determine who has the best case. For a 20 percent discount on Matt’s Hollywood insider newsletter, ‘What I’m Hearing ...,…
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The High Stakes of Broadcasting the Olympics
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Matt is joined by Mark Lazarus, NBCUniversal Media Group chairman, to discuss the business behind broadcasting the Olympics, how these Games will feel different than the 2020 Olympics, what they learned from streaming an NFL playoff game on Peacock, Al Michaels’s AI broadcasting debut, and NBA rights (2:56). Matt finishes the show with an opening w…
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Is Netflix or YouTube the King in Streaming?
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Matt is joined by Bloomberg’s Lucas Shaw to discuss Netflix’s strong second-quarter earnings, and how the company’s strong numbers might weaken in the next few years partially because of their underwhelming advertising revenue. They then ask a larger question: Is the race for streaming now down to two finalists—Netflix and YouTube (2:43)? Matt fini…
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Warner's M&A Options and an NBA Rights Scoop
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Matt is joined by Jessica Reif Ehrlich, a senior media and entertainment analyst at BofA Securities, to discuss the floundering Warner Bros. Discovery and propose several drastic changes she believes are necessary to save the company (02:35). Then, The Ringer’s Bill Simmons joins the show with a new angle on the looming NBA rights deal involving Am…
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The 'Star Wars' Ratings Problem and What To Do Next
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Matt is joined by Luminate’s director of business development, Jimmy Doyle, to discuss the state of the 'Star Wars' franchise, its lack of theatrical movies, and what the troubling TV ratings signal for the brand. They talk about the 'Star Wars' properties that are working, the upcoming Mandalorian movie, and whether Disney should ultimately licens…
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Does Hollywood Need Deregulation?
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Matt is joined by Bloomberg’s Lucas Shaw to discuss Warner Bros. Discovery CEO David Zaslav’s latest comments from the Sun Valley conference, during which he advocated for less regulation in Hollywood. They unpack his statement and speculate how the election results might affect the regulatory environment for media companies, which companies would …
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Betting on Theaters, Embracing Tech, and ‘Wicked’ With Director Jon M. Chu
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Matt is joined by director Jon M. Chu to discuss how he made it in Hollywood, his career-altering move to pass on Netflix and bet on movie theaters with ‘Crazy Rich Asians,’ balancing art and commerce, making films with AI, his upcoming film ‘Wicked,' and much more from his new book, ‘Viewfinder: A Memoir of Seeing and Being Seen’ (02:34). Matt fin…
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Burning Questions About the Future of Paramount
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Matt is joined by Bloomberg’s Lucas Shaw to look at what the future holds for Paramount now that David Ellison has purchased the legacy media company from Shari Redstone. They discuss what will happen to Paramount's assets, including CBS, Pluto, Paramount+, as well as their movie strategy, and ultimately if a new, young, tech-focused CEO can not on…
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Skydance’s David Ellison on His Plans for Paramount
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Matt is joined by Skydance CEO David Ellison and RedBird Capital's Gerry Cardinale to discuss Ellison’s acquisition of Shari Redstone’s family company and the merger of Paramount Global with Skydance Media. David and Gerry outline what the future holds for Paramount as a media company, including what they intend to do with Paramount+, their thought…
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The NFL's $15B Sunday Ticket Problem
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Matt is joined by Puck’s John Ourand to break down the multibillion-dollar NFL ‘Sunday Ticket’ lawsuit when a jury in the U.S. District Court ordered the NFL to pay more than $4.7 billion in damages after the league violated antitrust laws in distributing out-of-market Sunday afternoon games on a premium subscription service, DIRECTV. John explains…
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The Biggest Over- and Underreactions of the First Half of 2024
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Matt is joined by Bloomberg’s Lucas Shaw to look back on the first half of 2024 and highlight the stories they believe were most over- and undercovered, including the horror movie genre, new Disney, Fox, and Warner Bros. Discovery bundle Venu, the ScarJo OpenAI fight, Pat McAfee and Norby Williamson, UMG vs. TikTok, and more. For a 20 percent disco…
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Will the Debate Debacle Revive TV News?
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Matt is joined by journalist, podcast host, and cofounder of Semafor, Ben Smith, to discuss how last night's dispiriting debate will affect CNN and the TV news landscape as we move towards the 2024 election. Will the debate revive CNN and give it the story it's been looking for? They also take a look at the broader state of TV news as we exit the c…
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How Much Kevin Costner Stands to Win or Lose on ‘Horizon’
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Matt is joined by longtime producer Mark Gill to break down the finances of Kevin Costner’s ‘Horizon: An American Saga—Chapter 1.’ He explains how indie films of this scope and scale are financed, how much the movie needs to make for everyone to survive, and who has the most to lose. They also discuss another ambitious self-financed project, Franci…
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Is Hollywood Really That Effed Up?
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Matt is joined by Bloomberg’s Lucas Shaw to discuss if Hollywood is struggling as much as the media says it is. They run through a slew of issues, including traditional Hollywood’s battle with YouTube and TikTok, whether young people should abandon careers in TV and film and instead focus on social media, why Hollywood guilds and studios aren't goi…
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Hollywood’s Big Big Tech Problem
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Matt is joined by Scott Galloway, a professor of marketing at the NYU Stern School of Business, author, and podcast host, to look back on the fallout and consequences of the writers strike and discuss how the studios and guilds should be handling the AI infiltration in the entertainment industry. They also discuss the state of the theatrical busine…
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Sony Bought a Movie Theatre Chain. Plus, Pixar’s Big Comeback
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Matt is joined by Bloomberg’s Lucas Shaw to discuss Sony Pictures' acquisition of the Alamo Drafthouse movie theater chain, what this move says about Sony’s interest in theatrical moviegoing, whether this experiment was ultimately a smart move, and whether any other studios or streamers should be in the theater-buying business (02:54). Matt finishe…
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Jon Stewart on AI Fears, Election Plans, and ‘Daily Show’ End Date
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Matt is back with the second half of his conversation with Jon Stewart to discuss how Hollywood should handle the AI issue, how Viacom let John Oliver go to HBO, whom Stewart consulted before agreeing to come back to the show, whether Stewart might stay beyond his planned exit from ‘The Daily Show’ in November, and the media he is consuming these d…
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Jon Stewart Talks Apple Split, Corporate Constraints, and Media’s Regression
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Matt is joined by Jon Stewart to discuss his return to ‘The Daily Show,’ why he and Apple were not a great fit, and how the media, political, and comedy landscape has changed in the nine years since he left ‘The Daily Show’ (02:38). Matt finishes the show with an opening weekend box office prediction for the newest Pixar film, ‘Inside Out 2’ (26:44…
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Paramount-Skydance Is Dead. What Now?
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Matt and Lightshed media analyst Rich Greenfield react to Shari Redstone calling off the Paramount-Skydance deal at the eleventh hour after a sale seemed imminent. They discuss why Shari killed the deal, how one man is potentially responsible for convincing Shari to back out, what’s next for Paramount Global, and much more (03:08). Matt finishes th…
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Will Smith’s Comeback and the Butts-in-Seats Star Ranking
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Matt is joined by Bloomberg’s Lucas Shaw to discuss Will Smith’s return to box office stardom after the success of ‘Bad Boys: Ride or Die’ and if this marks the official return for Will Smith as one of Hollywood's most dependable theatrical movie stars. They then discuss which movie stars can reliably open an original movie in theaters, and whether…
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The Science of Green-Lighting Movies
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Matt is joined by Joshua Lynn, the president of Piedmont Media Research, to discuss the research studios use to determine what people want out of their movies and how to give it to him. Before the movie is green-lit, studios use research to know if people want a new tornado movie, or a biopic about Robert Oppenheimer, or how Denzel Washington will …
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Matt is joined by ad industry insider Michael Kassan to discuss the newest frontier in streaming: advertising! Michael and Matt take a look specifically at Netflix and give their report card on the streamer's initial push into the ad space. They also look more broadly at the streaming ad ecosystem and wonder whether the influx of live events as wel…
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The 2024 Summer Concert Tour Draft
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Matt is joined by Bloomberg’s Lucas Shaw for the first summer concert tour draft (02:34). They each draft four musical acts that will be touring this summer, which will be judged based on the gross totals for the tours. Similar to the box office draft, Matt and Lucas will each give the other an opposing tour as well. To finish off the show, Matt we…
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TV Viewers Are Getting Old. Do Advertisers Care?
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Matt is joined by Wall Street Journal reporter Isabella Simonetti to discuss an article she wrote that focuses on the older ages of television viewers and how it has affected advertisers (03:35). They go through how the pitches to ad buyers have shifted, the age gap between people who consume traditional linear TV and streaming, whether age demogra…
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The Memorial Day Box Office Meltdown
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Matt is joined by Bloomberg’s Lucas Shaw to discuss the terrible Memorial Day box office weekend (02:36). They discuss the potential fallout from the disastrous weekend and the repercussions of May’s disappointing box office results, as well as debate whether studios will look to release fewer movies. Then, Matt finishes off the show with a predict…
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Everyone Hates Ticketmaster, but Is It a Monopoly?
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Matt is joined by Puck’s Eriq Gardner to discuss the U.S. government's monopoly lawsuit against Ticketmaster and Live Nation (02:58). They briefly go through the history of the Ticketmaster–Live Nation merger, what lead to the eventual lawsuit, why concert prices won’t go down even if the two companies split, whether this lawsuit is just a PR attac…
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Scarlett Johansson Vs. OpenAI: Does She Have a Case?
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Matt is joined by Greenberg Glusker partner and entertainment litigator Aaron Moss to discuss the situation between Scarlett Johansson and OpenAI (03:38). They discuss what rights were possibly implicated, talk about the different routes she can take if she decides to file a lawsuit, and compare previous similar cases to determine if she could win.…
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A War Is Coming Over Hollywood Pay
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Matt is joined by Bloomberg’s Lucas Shaw to discuss why Netflix, Apple, and other streaming platforms are looking to change how they pay actors (03:25). After years of paying big up-front checks with no back end, streamers are looking to balance out their ballooning budgets by better aligning pay with performance. They debate why this change is hap…
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NFL on Netflix, and Big Tech’s TV Upfronts Takeover
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Matt is joined by media analyst Rich Greenfield to give out their biggest takeaways from the TV up-fronts, including Netlifx’s three-year deal with the NFL, YouTube’s impressive viewership data, Amazon’s slew of splashy announcements, and why this year might mark a turning point in media (02:20). Matt finishes the show with a discussion of the newe…
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Latinos See More Movies Than Anyone. Why Is Hollywood Ignoring Them?
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Matt is joined by Camilo Becdach, a partner at McKinsey, to discuss how improving on-and off-screen representation of Latinos could generate billions of dollars in new revenue for the film industry. Latinos are the most avid filmgoers per capita in the United States, and Camilo argues that Hollywood is leaving $12-18 billion on the table every year…
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Disney+ and Max Have Bundled, Who’s Next?
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Matt is joined by Bloomberg’s Lucas Shaw to discuss the new bundle starting this summer that will combine Disney+, Hulu, and Max. They pick winners and losers of the deal, and wonder who might be the next to join in on the Great Re-Bundling (02:50). Matt finishes with a prediction about Netflix’s potential involvement with the NFL (25:01). For a 20…
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Are Producers in Hollywood Nearing Extinction?
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Matt is joined by longtime producers Cathy Schulman and Lorenzo di Bonaventura to discuss the devaluation of producers in Hollywood, and their push for better rights under their new collective, Producers United. They outline why producers don’t have it as good as most might think, what a producer actually does, how they're getting squeezed financia…
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Matt is joined by the president of Peacock, Kelly Campbell, to discuss Peacock’s unique place in the streaming universe, how live sports supercharged its growth, and how it plans to improve its coverage of the Olympics as their exclusive digital home. They also discuss how gaining NBA rights could affect Peacock’s content output and whether a joint…
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‘The Fall Guy’ Swung and Missed … Should We Panic?
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Matt is joined by Bloomberg’s Lucas Shaw to investigate the disappointing opening weekend for ‘The Fall Guy’ to figure out why this movie underperformed, and what lessons Hollywood can take from it. Questions explored: Should the movie be considered a flop? Was it marketed correctly? Is Ryan Gosling a bankable movie star? Does the disappointment of…
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The 2024 Summer Blockbuster Confidence Scale
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It’s May, which means it is officially summer blockbuster season. Matt welcomes back Puck’s Scott Mendelson to run through each of the most highly anticipated blockbusters of the summer, then assign their confidence levels for each movie’s likelihood of exceeding expectations at the box office. For a 20 percent discount on Matt’s Hollywood insider …
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