Turns out Netflix did NOT lose 2 million subscribers as previously predicted. (Only 970,000)
(0:22) Tim Beyers discusses: - The market's relief that 2nd-quarter results for Netflix were "less bad" - Why Microsoft shareholders have a stake in Netflix's success - Twitter winning the 1st round in its legal battle with Elon Musk
(10:21) Ricky Mulvey and Catie ... Show More
Nov 24
Reckless Earnings Predictions: ZM, BBY, DE
We enter Thanksgiving week with a plate full of reckless predictions featuring Zoom (reports today), Best Buy (reports tomorrow morning), and Deere & Co. (reports tomorrow morning).
Rick Munarriz, David Meier, and Tim Beyers:
- Forecast a “miss, beat, or beat and raise” for Z ... Show More
24 m
Nov 2022
Netflix: The Original - [Business Breakdowns, EP. 86]
This is Jesse Pujji and today we're breaking down Netflix, the pioneer in entertainment streaming. Founded in 1997, Netflix has evolved over the years to become the leader in streaming entertainment with over 200m subscribers globally. To break down Netflix, I'm joined by Ben Wei ... Show More
56m 36s
Nov 2022
Prof G Markets: The Failure of FTX, Why HBO Will be Acquired, and the Cannabis Industry
This week on Prof G Markets, Scott shares his thoughts on how Sam Bankman-Fried’s crypto exchange FTX came crashing down like a house of cards. He then explains what Disney’s earnings reveal about a streaming market headed for consolidation, and why HBO makes for an appealing acq ... Show More
33m 27s
May 2024
Prof G Markets: Bob Iger’s Bad Day, Trump Media’s Fraudulent Auditor, and Uber’s Venture Investments
Scott shares his thoughts on Disney and Warner Bros. Discovery’s latest earnings and what they mean for the streaming space. He then reflects on the implications of Trump Media’s auditing firm being charged with fraud. Finally, Scott and Ed discuss Uber’s Q1 earnings and why the ... Show More
43m 7s
Jul 2022
Is the Netflix Movie Model Broken?
With the release of Netflix's $200 million action movie ‘The Gray Man’ this past weekend, Matt is joined by Bloomberg's Lucas Shaw to discuss Netflix's movie strategy, the perception that it makes mock blockbusters, its marketing choices, and what it needs to do to be competitive ... Show More
27m 28s
Jan 2024
A Wild Week at Netflix: Stuber’s Out, WWE Is In, and Subs Are Up
Matt is joined by Bloomberg’s Lucas Shaw to discuss film chief Scott Stuber’s exit from Netflix and what it means for the streamer's movie arm, Netflix’s foray into live programming with a $5 billion deal for WWE's 'Raw,' and its latest earnings report, which saw a big boost in ... Show More
32m 23s
Feb 2024
Panic Time for Max and Warner Bros. Discovery?
Matt is joined by Bloomberg’s Lucas Shaw to check in on Warner Bros. Discovery and CEO David Zazlav after a rocky earnings call last week. They discuss the disappointing movie quarter, their murky path to streaming profitability, the state of the MAX brand, whether they will keep ... Show More
32m 21s