The Town with Matthew Belloni
Netflix: Unstoppable or Overvalued?
Matt is joined by Bloomberg’s Lucas Shaw to first ta...
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Oct 21 2024 37m
Chapter 1 26 mins
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 growthChapter 2 8 mins
Matt finishes the show with a prediction about World Series ratings