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Netflix: Unstoppable or Overvalued?

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Manage episode 446247426 series 3326950
Kandungan disediakan oleh The Ringer. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Ringer atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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! [email protected]

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

433 episod

Artwork
iconKongsi
 
Manage episode 446247426 series 3326950
Kandungan disediakan oleh The Ringer. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Ringer atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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! [email protected]

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

433 episod

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