The Case for Disney Exiting the Streaming Wars

The Case for Disney Exiting the Streaming Wars

Author: The Ringer August 7, 2026 Duration: 30:34
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

Ever wonder what Hollywood executives are really arguing about in their private meetings, or how the fate of a billion-dollar franchise gets decided over a tense lunch? That’s the kind of access you get with The Town with Matthew Belloni. Hosted by Puck founding partner Matt Belloni, this isn't just industry gossip-it's a direct line to the mechanics of entertainment, powered by exclusive reporting and decades of insight. Each episode pulls back the curtain on the stories behind the stories, whether it's the strategy of the latest streaming war or the creative battles inside a Marvel movie. Several times a week, Belloni sits down with the major players themselves: the dealmakers, studio heads, and journalists who are shaping what we watch. Their conversations cut straight to the core of what’s getting made and why, pinpointing who’s winning and who’s losing in real time. Listening to this podcast feels like having a front-row seat to the most important conversations in show business, the ones that happen after the cameras stop rolling. For anyone fascinated by the intersection of power, money, and creativity in culture, The Town delivers the unfiltered context that turns headlines into understanding.
Author: Language: English Episodes: 50

The Town with Matthew Belloni
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