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The Business

Analyzing the Oscar noms w/ THR’s Scott Feinberg; Netflix has a strong Q4

The Business

KCRW

Tv & Film

4.6676 Ratings

🗓️ 24 January 2025

⏱️ 29 minutes

🧾️ Download transcript

Summary

Netflix had a strong fourth quarter, adding 19 million subscribers to the streaming service before raising subscription prices across the board. Also, leaked footage muddies the water in the ongoing Blake Lively/Justin Baldoni war, and Trump announces a $500 billion AI initiative with Larry Ellison and Sam Altman. Will the project help or hurt Ellison’s stake in his son David’s purchase of Paramount? Kim Masters and Matt Belloni investigate. 


Plus, Masters is joined by Scott Feinberg, The Hollywood Reporter’s Executive Editor of Awards, to break down who’s in and who’s out in this year's Oscar nominations.

Transcript

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0:00.0

From KCRW, I'm Kim Masters, and this is The Business.

0:06.6

It's that time of year again, this time with a slight disaster-related delay, but the show will go on.

0:13.4

The 2025 Oscar nominations have been revealed, and the Hollywood reporter Scott Feinberg is here to help us make sense of it.

0:20.0

I do think there's an excellent chance that you'll have some kind of a wicked medley

0:24.5

if they can convince Cynthia Revo and Ariane Grande to do it.

0:29.0

The thing is, even though these are all famous people, they do sometimes get nervous on

0:33.2

Oscar night, especially when they're nominated.

0:35.0

Scott joins me to hash over who's in and who's out,

0:37.9

but first we banter. Stick around. It's the business from KCRW. I am joined by my partner in

0:45.0

banter, Matt Bellany. Hello, Matt. Hi there. So let's start with Netflix. Netflix announced

0:51.2

results, added 19 million subscribers, which means that they have more than

0:56.8

300 million subscribers around the world. And for the people who had been laughing at them

1:04.1

several years ago, calling them, what, the third world something, they have been permanently

1:10.5

silenced, I guess.

1:12.1

Yeah, the stock is up about four or five times from where it was at the bottom of the Netflix

1:19.2

correction.

1:20.3

Now, Netflix typically has strong fourth quarters.

1:23.3

They have a lot of content that comes out.

1:24.9

But the combination of all of these live events, the Jake Paul fight, the NFL games on Christmas,

1:31.7

a new season of Squid game.

1:33.3

They had a hit movie and carry on.

1:35.9

All of it combined to have, this is the best quarter Netflix has ever had in terms of

...

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