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 w ... Show More
Yesterday
The Behind-the-Scenes Jockeying for $10M Super Bowl Ads
Matt is joined by Adweek’s Bill Bradley to discuss the expensive and competitive battle of Super Bowl advertising. Bill breaks down how many ad slots are available each year, how much they cost, which parts of the game are the most lucrative, why A-lister fees for commercial came ... Show More
33m 19s
Jun 2019
Matthew Ball on Amazon vs Apple vs Netflix vs Disney, and how he built a digital media career by writing for free
Analyst/writer/investor-to-be Matthew Ball gives his predictions on how Disney, Netflix, Apple and Amazon are faring in the ‘battle royale’ - the streaming wars. He gives Peter Kafka his insight on Amazon Video from his time there, and talks about why he's bullish on Disney but s ... Show More
1 h
Jul 2025
Netflix’s Wild Run: Will the Hot Streak Continue or Is a Stock Split Coming?
<p><span>In this Market Mondays clip, the hosts dive deep into Netflix’s blockbuster performance this year and debate whether its explosive growth can keep going—or if a stock pullback is on the horizon. Rashad Bilal, Ian Dunlap, and Troy Millings breakdown recent Netflix news: t ... Show More
9m 51s
Mar 2021
Benjamin Mascolo, Scott Kluth & Shamar Moore?
Could it be? Is #Benana back? (Yes, that was clickbait.) Alas, on today's episode of Who? Weekly we're digging into Bella Thorne's engagement to an Italian pop star and Tinsley Mortimer and Saweetie's DISengagements from a Coupon King and a "glacier boy", respectively. Plus, is K ... Show More
1h 6m
Nov 2023
#51 | Battle of the Streaming Services & the Tay-Trav Kiss Heard Around the World
Christine Riccio & Natasha Polis talk all things nerdy in the book, tv, movie, pop culture, fandoms, and how they integrate into their adult lives. Today they’re breaking down every streaming platform: Netflix, Prime, Peacock, Apple TV plus, Paramount, and Disney — and deciding w ... Show More
1h 41m
Jul 2019
HBO Max (coming this spring), Pepsi’s Bubly obsession, and Virgin Galactic is going public
Pepsi’s earnings report seemed normal, until we noticed its CEO’s passion for the future of its sparkling water strategy. AT&T announced HBO Max with a unique angle attacking Netflix’s awkward Achilles heel. And Richard Branson’s Virgin Galactic wants to become the first publicly ... Show More
13m 54s