Can the Paramount-WBD Merger Survive a Trial, Midterms, and a $650 Million Clock?

Can the Paramount-WBD Merger Survive a Trial, Midterms, and a $650 Million Clock?

Matt is joined by Puck’s Eriq Gardner to discuss the March 2027 trial date that has been set for the Paramount–Warner Bros. Discovery antitrust case and what it means for the likelihood of this merger going through. They highlight the $650 million per quarter ticking fee Paramount has to pay in the meantime, how the November midterm elections could play a factor, who has the best leverage, whether Netflix could end up back in the mix, David Ellison’s New York Times column, and the other major legal issues at play (02:03). Matt finishes the show with a prediction about Season 4 of 'Ted Lasso' (30:08). Host: Matt Belloni Gust: Eriq Gardner Producers: Craig Horlbeck, Jessie Lopez, and Stefano Sanchez Theme Song: Devon Renaldo Nominated for 25 Emmy Awards, including OUTSTANDING COMEDY SERIES. This episode is brought to you by Accenture. https://Accenture.com/Spotify Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Why Spider-Man Broke Records, and Why Peacock Partnered With YouTube

Why Spider-Man Broke Records, and Why Peacock Partnered With YouTube

Matt is joined by Bloomberg’s Lucas Shaw to catch up with the biggest news around town, including a record-breaking opening weekend for 'Spider-Man: Brand New Day,' WarnerMount trial-date jockeying, a...

3 Elo 37min

The Future Blockbusters Draft, Part 2

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Matt and Bloomberg’s Lucas Shaw finish The Town’s first Future Blockbusters Draft by filling the remaining five slots on their teams (01:12). Host: Matt Belloni Guest: Lucas Shaw Producers: Cra...

28 Heinä 32min

The Future Blockbusters Draft: The Directors, Actors, and IP That Will Define the Next Decade

The Future Blockbusters Draft: The Directors, Actors, and IP That Will Define the Next Decade

Matt and Bloomberg’s Lucas Shaw put on their studio chief hats and conduct the first Future Blockbusters Draft. In Part 1, they draft five elements (director, actor, or IP) they believe will define th...

27 Heinä 34min

The Surprising Winners of the AI-Enabled Entertainment Economy

The Surprising Winners of the AI-Enabled Entertainment Economy

Matt is joined by Sean Diffley, head of media and entertainment as well as cable and telecom research at Morgan Stanley to discuss a new system for stock picking called the MS Media Matrix, which rank...

24 Heinä 37min

Is Netflix Hurting YouTube by Poaching Talent?

Is Netflix Hurting YouTube by Poaching Talent?

Matt is joined by Bloomberg’s Lucas Shaw to debate whether Netflix or YouTube is winning the battle to dominate Hollywood. They move through the pros and cons of each platform, the new rules of engage...

21 Heinä 35min

Paramount's Strategy to Beat California, With Its Top Lawyer

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Matt is joined by Makan Delrahim, chief legal officer at Paramount, who argues his case in favor of Paramount's acquisition of Warner Bros. Discovery. He explains what they are willing to concede, why...

20 Heinä 44min

The Numbers That Have Netflix Investors Spooked

The Numbers That Have Netflix Investors Spooked

(00:00) Matt is joined by Guggenheim Senior Managing Director Michael Morris to discuss Netflix’s latest data dump and quarterly earnings report and assess why the market has started to turn on the st...

17 Heinä 33min

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