The Town with Matthew Belloni

Netflix: Unstoppable or Overvalued?

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).

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Host: Matt Belloni
Guest: Lucas Shaw

Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Puck founding partner Matthew Belloni takes you inside Hollywood, using exclusive reporting and insight to explain the backstories on everything from Marvel movies to streaming wars. Multiple times each week, Matt will touch on what is getting made and why, who is winning and losing, and what people in show business are actually talking about.