Pergi ke luar talian dengan aplikasi Player FM !
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! [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
433 episod
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! [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
433 episod
Semua episod
×Selamat datang ke Player FM
Player FM mengimbas laman-laman web bagi podcast berkualiti tinggi untuk anda nikmati sekarang. Ia merupakan aplikasi podcast terbaik dan berfungsi untuk Android, iPhone, dan web. Daftar untuk melaraskan langganan merentasi peranti.