Netflix: Unstoppable or Overvalued?

The Town with Matthew Belloni

The Ringer

Society & Culture

4.3 • 847 Ratings

🗓️ 21 October 2024

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Matt is joined by Bloomberg’s Lucas Shaw to first talk about Disney’s report that it would name a new chief executive in “early 2026.” Then they offer their takeaways from Netflix’s latest earning report by looking at the streamer’s five pressure points: advertising, the threat of bundling, theaters, compensation, and growth (02:46). Matt finishes the show with a prediction about World Series ratings (29:06). 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
0:38.2	puck.news slash the town to join puck or start a free trial. Now, let's get on to the show.
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	...

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