Matt is joined by research analyst Michael Pachter to unpack Netflix’s strong earnings report this week that included the company adding 5.9 million subscribers in Q2. They discuss what Netflix is doing right and how other streamers can learn from them, why the stock went down this week, whether the password crackdown is working, how Netflix should differentiate themselves during the writers and actors strike, and more. Matt finishes the show with a prediction about the opening weekend for ‘Barbie’ and ‘Oppenheimer.'
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Host: Matt Belloni
Guest: Michael Pachter
Producer: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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