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 streamer. They dig into why Netflix decided to reduce their engagement report release from biannually to annually, why the stock price has dropped nearly 50 percent since October, the nagging question of engagement, the perception that growth is slowing, and if M&A is necessary to reaccelerate growth, (02:29). Matt finishes the show with a World Cup final ratings prediction (28:25). Host: Matt Belloni Guest: Michael Morris Producers: Craig Horlbeck, Jessie Lopez, and Stefano Sanchez Theme Song: Devon Renaldo This episode is brought to you by AMC+. Start your free trial today at join.amcplus.com The Ringer is committed to responsible trading. Please visit https://fanduel.com/predicts to learn more about the resources and helpline. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Matt is joined by Colleen Bell, the director of the California Film Commission, to check in on the state of film and TV production in California following the cap increase to $750M about a year ago. T...

11 Juli 34min

Inside the Internet IP Gold Rush Sweeping Hollywood

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9 Juli 37min

The Biggest Winners and Losers of 2026 So Far

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Matt is joined by Bloomberg’s Lucas Shaw to select their winners and losers in the entertainment industry so far this year, from actors with surprise hits, studio heads with embarrassing flops, CEOs o...

7 Juli 43min

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Matt is joined by Steve Buck, chief strategy officer at EntTelligence to discuss how many people are actually going to the movies and clarify the difference between admission versus box office. Steve ...

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Matt is joined by Bloomberg’s Lucas Shaw to discuss the news that NBCUniversal is splitting off from Comcast into a standalone company, the details of the deal, why this is happening now, and whether ...

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