Starcast
Join the waitlist
The Numbers That Have Netflix Investors Spooked
Coming soon to iPhone. Already have it? “Listen in Starcast” takes you straight there.
On this episode
About this episode
(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:…