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Prof G Markets

Netflix Stumbles on Earnings — While Warner Bros. Looks for a Buyer

Prof G Markets

Prof G Media & Vox Media

Entrepreneurship, Investing, Business

4.31.4K Ratings

🗓️ 22 October 2025

⏱️ 28 minutes

🧾️ Download transcript

Summary

Ed Elson speaks with Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, about why Netflix’s stock fell following its earnings, and the odds it could throw its hat in the ring for Warner Bros. Discovery. Then Ed is joined by Alex Heath, author of the Sources newsletter and co-host of the Access podcast, to discuss OpenAI’s new web browser and whether it’s actually a threat to Google.  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Ready to launch your business? Get started with the commerce platform made for entrepreneurs.

0:04.8

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0:12.4

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0:17.4

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0:21.6

Shopify is made for entrepreneurs like you.

0:23.6

Sign up for your $1 a month trial at Shopify.com slash setup.

0:32.6

Google has been making gadgets for a really long time, but there's something different that happened with this year.

0:38.7

They're actually all pretty good for a change.

0:41.4

This week on the Vergecast, we talk about what it means that Google now makes a bunch of phones, some headphones, a smartwatch, and even a tablet that are all pretty good.

0:50.3

And we ask an important and impossible question.

0:53.0

Which one's the best one?

0:54.4

All that, plus whether the smart home is ever actually going to work on the Vergecast, wherever you get podcasts.

1:01.7

Today's number 90.

1:04.7

That is the percentage of hunting that is done by lionesses, not lions.

1:10.3

However, as with humans, the male does still play an important role.

1:14.4

Responsibilities include general oversight, group morale, and discussing what could have been done better.

1:22.4

Money markets matter.

1:23.9

If money is evil, then that building is hell.

1:26.5

The show goes up.

1:28.5

Welcome to Profite Markets. I'm Ed Elson. It is October 22nd. Let's check in on yesterday's

1:37.8

market vitals. The major indices were mixed throughout the day on trade uncertainty with

1:43.2

China. The Dow managed to hit a new record.

...

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