The Numbers That Have Netflix Investors Spooked

The Numbers That Have Netflix Investors Spooked

Author: The Ringer July 17, 2026 Duration: 33:35
(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

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
Podcast Episodes
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Duration: 40:40
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Duration: 36:11
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Duration: 35:11
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