Is There a Netflix Bubble?

The Town with Matthew Belloni

The Ringer

Society & Culture

4.3 • 847 Ratings

🗓️ 27 January 2025

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Matt is joined by Bloomberg’s Lucas Shaw to break down Netflix’s quarterly earnings report that saw the streamer add nearly 19 million subscribers and its stock price push to $1,000 a share (02:51). As one of the most valuable media companies, where else does Netflix have room to grow? Next, Matt and Lucas make a correction to the 2025 Box Office Draft from last week (25:43). Click HERE to help those affected by the ongoing wildfires in Los Angeles. 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	Hey, everyone, it's Matt here. Before you skip ahead, I wanted to remind you that if you like this
0:04.5	podcast, you'll probably love Puck, where I write a newsletter twice a week called What I'm Hearing.
0:09.8	It's got tons of inside analysis, tidbits about what's really going on in Hollywood. It's where I
0:14.6	break news and I go deeper on the biggest topics, exclusive stuff that we don't get into on the town.
0:19.8	It's all part of Puck, which is like a
0:21.5	digital magazine for plugged-in people. It's got about a dozen real insiders doing exclusive
0:26.7	reporting and entertainment, media, sports, fashion, politics, and finance. If you're
0:32.0	interested, listeners of the town get a discount, actually. Just go to the description page of this
0:37.0	episode, or you can go to puck.
0:38.4	dot news slash the town to join Puck or start a free trial.
0:43.4	Now, let's get on to the show.
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1:10.2	Sign up for your $1 a month trial at Shopify.com slash setup.
1:16.7	It is Monday, January 27th.
1:19.7	Another quarter, another strong Netflix earnings report.
1:23.2	But this report last week was even better than usual.
1:26.3	Kind of amazing.
	...

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