Disney+ and the Streaming Price Hike

Disney+ and the Streaming Price Hike

Matt is joined by Jessica Reif Ehrlich, an analyst at B of A Securities, to break down the state of the streaming world after Disney's announcement that it will be raising the Disney+ subscription fee by 38 percent. They discuss whether streaming is becoming more like television, how viewers will tolerate an advertising tier, why Warner Bros. Discovery may be set up for success in the long term, Hulu as a potential secret weapon for Disney, what Microsoft could actually bring to Netflix, and more. Host: Matt Belloni Guest: Jessica Reif Ehrlich Producer: Craig Horlbeck Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices

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The Future Blockbusters Draft, Part 2

The Future Blockbusters Draft, Part 2

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 Juli 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 Juli 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 Juli 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 Juli 35min

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

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

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 Juli 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 Juli 33min

The Data Scientists Quietly Powering Hollywood’s Greenlight Machine

The Data Scientists Quietly Powering Hollywood’s Greenlight Machine

Matt is joined by professor Violaine Roussel, a professor of sociology at Paris 8 University, to discuss her new book 'Data Driven Hollywood: The New Data Professionals in the Age of Streaming,' which...

17 Juli 37min

The Case Against WarnerMount, with CA Attorney General Rob Bonta

The Case Against WarnerMount, with CA Attorney General Rob Bonta

Matt and Bloomberg’s Lucas Shaw are joined by California Attorney General Rob Bonta to discuss California’s new lawsuit to block Paramount Skydance's acquisition of Warner Bros. Discovery. They talk a...

14 Juli 40min

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