logo
episode-header-image
Oct 2022
32m 27s

Netflix Is Back, Baby!

The Ringer
About this episode

Matt is joined by LightShed partner Rich Greenfield to discuss Netflix’s Q3 earnings report, in which the company announced it added 2.4 million net subscribers, which is more than was forecasted. With the stock on the rise, Matt and Rich discuss whether this is the beginning of Netflix’s comeback, how subscriber growth vs. revenue is interpreted on Wall Street, and whether the incoming ad tier and password crackdown will help or hurt the streamer.


Email us your questions, thoughts, or ideas at thetown@spotify.com.


Host: Matt Belloni

Guest: Rich Greenfield


Producer: Craig Horlbeck

Theme Song: Devon Renaldo

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Up next
Yesterday
After a Historic Hollywood Tax Break, Is Moviemaking Coming Back to California?
Matt is joined by Joe Chianese of Entertainment Partners to unpack the new California tax bill, which will significantly expand the state's film and TV tax incentive, making California one of the most competitive states in the country for film and TV production. Joe helps us dig ... Show More
33m 25s
Jul 7
Why the Paramount-Skydance Merger is "F*cking Up ‘South Park’"
Matt is joined by Bloomberg’s Lucas Shaw to discuss the standoff between ‘South Park’ creators Matt Stone and Trey Parker and Paramount amid the looming merger between Paramount Global and Skydance Media. They break down the details of this public fight, why the new season of ‘So ... Show More
33m 23s
Jul 2
Bribe? Surrender? Both? Unpacking the Trump-Paramount Settlement.
Matt is joined by CNN chief media analyst Brian Stelter to discuss Paramount reaching an agreement with President Donald Trump to settle his lawsuit with ‘60 Minutes’ for $16 million. They discuss the curious timing of the settlement amid the looming Paramount-Skydance merger, wh ... Show More
28m 36s
Recommended Episodes
Jul 2022
Netflix Review, Comic-Con Preview
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 th ... Show More
22m 12s
Jul 2020
Netflix vs. Hollywood | Part 1
Loaning out shows and movies to Netflix used to be a great way for studios to make a little money on the side, until they realized they were training audiences everywhere to watch Netflix. In this episode, we look at how Netflix went from renting content—and breathing new life in ... Show More
29m 7s
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
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 2020
Netflix is Hollywood | Part 2
Netflix hasn’t just disrupted Hollywood, it has become Hollywood. How has that changed the lives of studio executives, movie producers and creators in the entertainment industry? A lot. Hosts: Peter Kafka & Rani Molla This podcast is a production of Recode by Vox and the Vox Medi ... Show More
33m 58s
Jun 2024
Netflix co-CEO Greg Peters on the streamer's shifting culture and where ads, AI, and games fit in
Today, I’m talking with Greg Peters, the co-CEO of Netflix. I caught up with Greg while he was at the Cannes Lions festival in France, which is basically the world’s biggest gathering of advertisers and marketers. It’s an increasingly important place for Greg to be, as Netflix’s ... Show More
1h 6m
Jul 2020
Money to burn; why Wall Street loves NFLX
Netflix owes around $15 billion, yet it continues to spend money billions each year to fund its original programming. Is this a brilliant move to set it apart from the competition or a house of cards ready to collapse? Hosts: Peter Kafka & Rani Molla This podcast is a production ... Show More
28m 9s
Jan 2022
Netflix & Bill (Ackman); Druckenmiller & the Great Fed-spectations; Spotify & Neil Young’s ‘Separate Ways’
Legendary investor Stanley Druckenmiller says he’ll be listening to the bond market as the Federal Reserve backs away from its economic easing policies. CNBC’s Steve Liesman breaks down Fed Chair Jay Powell’s tricky road ahead. Hedge funder Bill Ackman bought up enough Netflix st ... Show More
30m 3s
May 2022
Jill & Kirstie Foster: Familicide丨MURDERISH Ep. 110
When a family’s financial situation drastically improves, temptation can lurk around every corner. Andsometimes, outward appearances completely obscure a less glamorous reality. Chris Foster ofLancashire, England had known a working-class lifestyle for most of his adulthood. In 1 ... Show More
1h 3m
Nov 2022
2. The Media Machine | This Blew Up
So what exactly is a content house? In this episode, we'll examine the evolution of creators banding together for clout, from the early days of Team 10 all the way up to the height of the TikTok boom—and all the internet gossip that came with it. Host: Alyssa BereznakProducers: K ... Show More
45m 15s