World Model · podcast knowledge graph

The Numbers That Have Netflix Investors Spooked

2026-07-17 · 34 min · 10 entities

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Asserted relationships

  • → appeared on The Town with Matthew Belloni podcast
    0.82
    evidence rules-v5
    Host: Matt Belloni
  • → appeared on The Town with Matthew Belloni podcast
    0.82
    evidence rules-v5
    Guest: Michael Morris
  • → discusses Society & Culture concept
    0.40
    evidence rules-v5
    Feed category: Society & Culture
  • → hosted by The Ringer company
    0.40
    evidence rules-v5
    Feed author/publisher: The Ringer
  • → references Predicts website
    0.38
    evidence rules-v5
    Link in episode "The Numbers That Have Netflix Investors Spooked": https://fanduel.com/predicts

Entities found in this episode

persons 2

  • mentioned Matt Belloni person
    0.86
    evidence rules-v5
    Host: Matt Belloni
  • mentioned Michael Morris person
    0.86
    evidence rules-v5
    Guest: Michael Morris

podcasts 2

companys 2

  • mentioned The Ringer company
    0.70
    evidence rules-v5
    Feed author/publisher: The Ringer
  • hosted by The Ringer company
    0.40
    evidence rules-v5
    Feed author/publisher: The Ringer

concepts 2

  • mentioned Society & Culture concept
    0.50
    evidence rules-v5
    Feed category: Society & Culture
  • discusses Society & Culture concept
    0.40
    evidence rules-v5
    Feed category: Society & Culture

websites 2

  • mentioned Predicts website
    0.45
    evidence rules-v5
    Link in episode "The Numbers That Have Netflix Investors Spooked": https://fanduel.com/predicts
  • references Predicts website
    0.38
    evidence rules-v5
    Link in episode "The Numbers That Have Netflix Investors Spooked": https://fanduel.com/predicts
Episode description as stored
(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