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The Town with Matthew Belloni

Colbert’s Next Home, and Netflix Earnings Flexes and Anxieties

The Town with Matthew Belloni

The Ringer

Society & Culture

4.3847 Ratings

🗓️ 21 July 2025

⏱️ 32 minutes

🧾️ Download transcript

Summary

Matt is joined by Bloomberg’s Lucas Shaw to discuss what's next for Stephen Colbert, and whether Netflix could ever produce a successful late-night show. Then, they dissect Netflix's latest earnings report and highlight its strengths and weaknesses, including why the stock fell despite strong financial earnings, how concerning is its stagnation in the share of viewing metric, its use of AI in ‘The Eternaut’, and more (02:42). Matt finishes the show with a prediction about the future of Fox amid Donald Trump’s latest lawsuit against The Wall Street Journal (25:12). 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 BelloniGuest: Lucas Shaw Producers: Craig Horlbeck and Jessie LopezTheme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

If you care about Hollywood, and I assume you do if you're listening to the town, you should really be getting the whole story about Hollywood. That's what you get with Puck. I'm a founding partner at Puck, and I write a newsletter called What I'm Hearing. It's got exclusive news for insiders and analysis of the biggest stories. Puck has a bunch of great journalists. We just hired Kim Masters, who also covers Hollywood from the inside, plus media, sports, fashion,

0:21.7

politics, and finance. It's a must-have for plugged-in people. Fans of the town get a

0:26.6

discount on the description page of this episode or at puck.news slash the town. Go further into

0:32.1

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1:00.2

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1:35.9

It is Monday, July 21st.

1:39.3

Amid all the craziness of the Stephen Colbert Cernselation

1:42.9

and Rupert Murdoch getting sued by Donald Trump over

1:45.8

a Jeffrey Epstein story. Netflix

1:48.0

released its earnings on Thursday.

...

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