Skip to content
TrackPodcasts
societyJan 27, 202532:27pending

Is There a Netflix Bubble?

About this episode

Matt is joined by Bloomberg’s Lucas Shaw to break down Netflix’s quarterly earnings report that saw the streamer add nearly 19 million subscribers and its stock price push to $1,000 a share (02:51). As one of the most valuable media companies, where else does Netflix have room to grow? Next, Matt and Lucas make a correction to the 2025 Box Office Draft from last week (25:43). Click HERE to help those affected by the ongoing wildfires in Los Angeles. For a 20 percent discount on Matt’s Hollywood insider newsletter, ‘What I’m Hearing ...,’ click here. Email us your thoughts! [email protected] Host: Matt Belloni Guest: Lucas Shaw Producers: Craig Horlbeck and Jessie Lopez Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices

Get every episode summarized

Each time The Town with Matthew Belloni publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

Is There a Netflix Bubble?

The Town with Matthew Belloni

0:00
32:27

More episodes

More from The Town with Matthew Belloni

View all episodes →