Is There a Netflix Bubble?

Matt is joined by Bloomberg’s Lucas Shaw to break down Netflix’s quarterly earnings report that saw the streamer add nearly 19 million subscribers and its stock price push to $1,000 a share (02:51). As one of the most valuable media companies, where else does Netflix have room to grow? Next, Matt and Lucas make a correction to the 2025 Box Office Draft from last week (25:43). Click HERE to help those affected by the ongoing wildfires in Los Angeles. For a 20 percent discount on Matt’s Hollywood insider newsletter, ‘What I’m Hearing ...,’ click here. Email us your thoughts! thetown@spotify.com Host: Matt Belloni Guest: Lucas Shaw Producers: Craig Horlbeck and Jessie Lopez Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices