Is There a Netflix Bubble?

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).

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Host: Matt Belloni
Guest: Lucas Shaw
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo