Is Netflix Spending its $18 Billion Content Budget Correctly?

The Town with Matthew Belloni

The Ringer

Society & Culture

4.3 • 847 Ratings

🗓️ 12 March 2025

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Matt is joined by Bloomberg’s Lucas Shaw to parse Netflix’s latest data dump and look at what is and is not working for the streamer. Big-budget live-action movies, sitcoms, reality shows, crime documentaries, foreign films and TV all contribute to Netflix’s enormous slate of content, but which of them are working the most? Is Netflix in need of a Taylor Sheridan-like universe? Do they need $200M live-action movies? How much do they need live events like the Jake Paul-Mike Tyson fight? Should they get into podcasting? (02:56). Matt finishes the show with a prediction about Amazon’s commitment to release 12-14 movies in theaters in 2026 (23:54). 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

Transcript

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0:00.0	When you hear the word Seattle Supersonics, what comes to mind?
0:05.0	Maybe it's Sean Kemp, The Rain Man, or Gary Payton, the glove, or maybe an image of a tall and skinny 19-year-old rookie, Kevin Durant.
0:14.0	For fans in Seattle, it's something else. It's tragedy, it's theft, an iconic team with an incredible fan base that packed its bags
0:22.5	and shipped off for Oklahoma City.
0:24.7	From Spotify and The Ringer, I'm Jordan Ritter-Con, and in my podcast, Sonic Boom, I talk
0:30.3	to players, politicians, owners, and fans about how Seattle lost the Sonics.
0:36.0	You can listen to it on the book of basketball feed beginning March 13th on Spotify
0:40.6	or wherever you get your podcast.
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1:15.1	It is Wednesday, March 12th.
1:17.8	We've had a little time to go through the latest data dump from Netflix.
1:21.5	They released viewership stats for the second half of 2024, and the numbers were very
1:25.6	strong as usual.
1:27.0	The number of subscribers grew by $24 million during those six months, and the numbers were very strong as usual. The number of subscribers grew by
1:28.5	24 million during those six months, and engagement grew overall on the platform. But because of all
1:33.6	those new subscribers, engagement per subscriber actually dropped about 5%. I think the password sharing
	...

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