Matt is joined by Bloomberg’s Lucas Shaw to debate whether Netflix or YouTube is winning the battle to dominate Hollywood. They move through the pros and cons of each platform, the new rules of engagement, whether podcasts are working on Netflix, whether YouTube should go after premium content, and more (02:26). Matt finishes the show with a prediction about the future of WarnerMount after a judge ruled for a temporary restraining order on the deal (27:50).

Host: Matt Belloni

Guest: Lucas Shaw

Producers: Craig Horlbeck, Jessie Lopez, and Stefano Sanchez

Theme Song: Devon Renaldo

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Matt is joined by Makan Delrahim, chief legal officer at Paramount, who argues his case in favor of Paramount's acquisition of Warner Bros. Discovery. He explains what they are willing to concede, why the state's case should fail, why this deal improves competition, whether Paramount would leave California, and the multiple ways this case could play out (02:42).

Host: Matt Belloni

Guest: Makan Delrahim

Producers: Craig Horlbeck, Jessie Lopez, and Stefano Sanchez

Theme Song: Devon Renaldo

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(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

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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

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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

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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
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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
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Matt is joined by Bloomberg’s Lucas Shaw to select their winners and losers in the entertainment industry so far this year, from actors with surprise hits, studio heads with embarrassing flops, CEOs of struggling companies, and producers that made huge swings that paid off.

Host: Matt Belloni

Guest: Lucas Shaw

Producers: Craig Horlbeck, Jessie Lopez, and Jon Jones

Theme Song: Devon Renaldo

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Matt is joined by Steve Buck, chief strategy officer at EntTelligence to discuss how many people are actually going to the movies and clarify the difference between admission versus box office. Steve reveals whether rising box office grosses are matched by actual attendance, if ticket price increases and premium large format screens are actually juicing box office totals, the demos and genres that are overindexing, and some surprising political affiliations of moviegoers (00:00). Matt finishes the show with an opening weekend box office prediction for ‘Minions & Monsters' (29:52).

Host: Matt Belloni

Guest: Steve Buck

Producers: Craig Horlbeck, Jessie Lopez, and Jon Jones

Theme Song: Devon Renaldo

This episode is brought to you by Accenture. https://Accenture.com/Spotify

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Matt is joined by Bloomberg’s Lucas Shaw to discuss the news that NBCUniversal is splitting off from Comcast into a standalone company, the details of the deal, why this is happening now, and whether this opens the floodgates for more M&A (00:00). Matt finishes the show with a prediction about Sony’s $100M investment in Cosm (26:45).

Host: Matt Belloni

Guest: Lucas Shaw

Producers: Craig Horlbeck, Jessie Lopez, and Jon Jones

Theme Song: Devon Renaldo

After false reports of Deborah's death, she and Ava return to Vegas. Watch now.

The Ringer is committed to responsible trading. Please visit https://fanduel.com/predicts to learn more about the resources and helpline.

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Matt is joined by WSJ reporter Emily Glazer to discuss her fascinating new piece highlighting Larry Ellison’s private friendship with Donald Trump and the impact it had on the Paramount M&A saga. Emily explains why Larry and Donald seem to get along so well, why Larry is bankrolling the WarnerMount deal, and how we got here in the first place (00:00). Matt finishes the show with an opening weekend box office prediction for ‘Supergirl’ (28:32).

Host: Matt Belloni

Guest: Emily Glazer

Producers: Craig Horlbeck, Jessie Lopez, and Jon Jones

Theme Song: Devon Renaldo

After false reports of Deborah's death, she and Ava return to Vegas. Watch now.

The Ringer is committed to responsible trading. Please visit https://fanduel.com/predicts to learn more about the resources and helpline.

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