The Case for Disney Exiting the Streaming Wars

The Case for Disney Exiting the Streaming Wars

Matt is joined by Wells Fargo analyst Steven Cahall to make the case for why Disney should exit the streaming business and focus only on producing and licensing its content. Steven digs into why Disney is well-positioned to leave streaming, the strength of its IP, and what Disney CEO Josh D’Amaro had to say about Steven’s idea (02:24). Matt finishes the show with another weekend box office prediction for ‘Spider-Man: Brand New Day’ (24:13). Host: Matt Belloni Gust: Steven Cahall 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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Episoder(673)

Tom Cruise and the New Age of Celebrity Profiles

Tom Cruise and the New Age of Celebrity Profiles

Matt is joined by Zach Baron, GQ's senior special projects editor and host of new show ‘One More Question,’ to discuss the modern celebrity press tour, the art of celebrity profiles, interviewing Tom ...

19 Sep 40min

2026 Emmys Instant Reactions: Is Apple Really the New HBO? What Happened to Netflix?

2026 Emmys Instant Reactions: Is Apple Really the New HBO? What Happened to Netflix?

Matt is joined by Bloomberg’s Lucas Shaw to recap the 2026 Emmys and give their takes on the biggest narratives coming ou)t of the show, including Apple’s big night with 'Widow’s Bay,' its ascent in t...

15 Sep 37min

How to Run a Specialty Studio in 2026, with Searchlight President

How to Run a Specialty Studio in 2026, with Searchlight President

Live from TIFF, Matt is joined by the president of Searchlight Pictures, Matthew Greenfield along with Bloomberg’s Lucas Shaw to discuss how to run a specialty film division in 2026, what it's like be...

15 Sep 48min

‘Resident Evil’ and the Tightrope of Relaunching Old IP

‘Resident Evil’ and the Tightrope of Relaunching Old IP

Matt is joined by Oliver Berben, CEO of Constantin Film, to discuss the upcoming ‘Resident Evil’ film, how Zach Cregger got involved, how Constantin gained control of the IP, the international film bu...

10 Sep 36min

Four Big Stories: Emmys ’26, Summer Box Office Pushback, Fed Tax Credit Odds, and ‘60 Minutes’ 2.0

Four Big Stories: Emmys ’26, Summer Box Office Pushback, Fed Tax Credit Odds, and ‘60 Minutes’ 2.0

Matt is joined by Bloomberg’s Lucas Shaw to discuss a slew of topics from around town, including the biggest narratives around this year's Emmy Awards, a new report offering skepticism about this summ...

8 Sep 36min

The 2026 Summer Box Office Winners, Losers, and Head-Scratchers

The 2026 Summer Box Office Winners, Losers, and Head-Scratchers

Matt is joined by Puck’s box office expert Scott Mendelson to judge their early summer box office predictions by looking at the biggest hits, misses, and questions from the 2026 summer slate. 'The ...

4 Sep 50min

Did Donald Trump Just Save Filmmaking in America?

Did Donald Trump Just Save Filmmaking in America?

Matt is joined by Film USA cofounders Tony Armer and Katie Pryor to discuss President Trump’s public endorsement of a federal tax credit for film production in the United States, how this could reshap...

2 Sep 35min

The Five Biggest Hollywood Storylines for the Rest of 2026

The Five Biggest Hollywood Storylines for the Rest of 2026

Matt is joined by Bloomberg’s Lucas Shaw to examine the biggest industry narratives heading into the final stretch of the year. Can Netflix break its slump? How much will Netflix vs. YouTube continue ...

1 Sep 37min

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