The Town with Matthew Belloni Netflix: Unstoppable or Overvalued?
15 snips
Oct 21, 2024 
Lucas Shaw, a Bloomberg reporter specializing in media and entertainment, joins to unpack Netflix's latest earnings report, revealing impressive subscriber growth but looming concerns about competition and advertising. They discuss Netflix's five pressure points, including the evolving strategies to counter competitors and the risk of overvaluation. The conversation also touches on Disney's delayed succession planning and how it could impact the industry landscape. Finally, predictions about viewership for the upcoming World Series offer an exciting sports angle.
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Netflix vs. Disney Valuation
- Netflix's market cap surpasses Disney's by a significant margin, despite Disney's diverse business portfolio.
- This raises questions about Netflix's valuation and long-term growth potential.
Disney Succession Uncertainty
- Disney's delayed CEO succession decision suggests uncertainty about internal candidates.
- This could indicate an expanded search or a potential dual-leadership structure like Netflix.
Netflix's Steady Growth
- Netflix's sustained growth, despite slower rates, is attributed to its global presence and effective execution.
- Their success comes at a time when competitors are struggling to define their strategies.
