{"podcast":{"title":"The Town with Matthew Belloni","slug":"the-town-with-matthew-belloni-5195688","podcast_index_feed_id":5195688,"rss_url":"https://feeds.megaphone.fm/the-town-with-matthew-belloni","website_url":"https://www.theringer.com","image_url":"https://megaphone.imgix.net/podcasts/65cb6846-98da-11ec-ae8b-ab10844a5b35/image/e456b199da9e844e69ab254d298a82ee.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"The Ringer","episode_count":649,"summary":"Puck founding partner Matthew Belloni takes you inside Hollywood, using exclusive reporting and insight to explain the backstories on everything from Marvel movies to streaming wars. Multiple times each week, Matt is joined by major executives, dealmakers, and journalists, to discuss what is getting made and why, who is winning and losing, and what people in show business are actually talking about.","last_synced_at":"2026-07-20T16:18:12.465083+00:00","page_url":"https://stenobird.com/podcast/the-town-with-matthew-belloni-5195688"},"episode":{"title":"The Numbers That Have Netflix Investors Spooked","slug":"the-numbers-that-have-netflix-investors-spooked","published_at":"2026-07-17T20:49:00+00:00","page_url":"https://stenobird.com/podcast/the-town-with-matthew-belloni-5195688/the-numbers-that-have-netflix-investors-spooked","show_page_url":"https://stenobird.com/podcast/the-town-with-matthew-belloni-5195688","url":"https://traffic.megaphone.fm/GLT7583391909.mp3","audio_url":"https://traffic.megaphone.fm/GLT7583391909.mp3","summary":"(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","meta_description":"(00:00) Matt is joined by Guggenheim Senior Managing Director Michael Morris to discuss Netflix’s latest data dump and quarterly earnings report and asses…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2015,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-town-with-matthew-belloni-5195688/episodes/the-numbers-that-have-netflix-investors-spooked/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-town-with-matthew-belloni-5195688/the-numbers-that-have-netflix-investors-spooked.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}