Who Won (and Lost) TV’s Annual Billion-Dollar Cash Grab

(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

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 polls 75 data scientists employed at streamers and studios to explain how modern studios use data to inform what they greenlight, what the data departments look like inside these streamers, how Netflix uses things like “taste clusters,” and how creative choices have been reinvented over the last 15 years (02:43). Matt finishes the show with an opening weekend box office prediction for Christopher Nolan’s new film ‘ The Odyssey’ (29:23). Host: Matt Belloni Guest: Violaine Roussel 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 This episode is brought to you by Accenture. https://Accenture.com/Spotify Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 about what the lawsuit highlights and avoids, Paramount’s response, and the impact the acquisition would have on Hollywood (02:51). Matt finishes the show with a prediction about the future of Disney live-action remakes after a weak opening weekend for 'Moana' (35:03). Host: Matt Belloni Guest: Lucas Shaw, Rob Bonta 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 This episode is brought to you by Accenture. https://Accenture.com/Spotify Learn more about your ad choices. Visit podcastchoices.com/adchoices

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. They discuss the increase in shoot days in California, how the new program works, whether a federal credit is coming, whether the new Los Angeles mayor and California governor will affect this program, why Netflix decided to build a headquarters in New Jersey, and how to build on the current momentum (03:03). Matt finishes the show with an opening weekend box office prediction for ‘Moana’ (27:33). Host: Matt Belloni Guest: Colleen Bell Producers: Craig Horlbeck, Jessie Lopez, and Matt Pevic Theme Song: Devon Renaldo This episode is brought to you by AMC+. Start your free trial today at http://join.amcplus.com This episode is brought to you by Accenture. https://Accenture.com/Spotify Learn more about your ad choices. Visit podcastchoices.com/adchoices

Matt is joined by producer Scott Glassgold to discuss internet IP and the short-story boom that has taken over Hollywood after major successes in ‘Backrooms’ and ‘Obsession’, whether this is a micro or macro trend, how these internet stories are developed for the big screen, and whether studios have learned the right lessons from this year (02:22). Matt finishes the show with a prediction for the 2026 Emmys (29:18). Host: Matt Belloni Guest: Scott Glassgold Producers: Craig Horlbeck, Jessie Lopez, and Matt Pevic Theme Song: Devon Renaldo This episode is brought to you by AMC+. Start your free trial today at http://join.amcplus.com This episode is brought to you by Accenture. https://Accenture.com/Spotify Learn more about your ad choices. Visit podcastchoices.com/adchoices