Hosts
About the episode
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 its 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 whether 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