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Lyt når som helst, hvor som helst 

The Ringer

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.

The Town with Matthew Belloni

Matt is joined by Wells Fargo analyst Steven Cahall to make the case for why Disney should exit the streaming business and focus only on producing and licensing its content. Steven digs into why Disney is well-positioned to leave streaming, the strength of its IP, and what Disney CEO Josh D’Amaro had to say about Steven’s idea (02:24). Matt finishes the show with another weekend box office prediction for ‘Spider-Man: Brand New Day’ (24:13).

Host: Matt Belloni

Gust: Steven Cahall

Producers: Craig Horlbeck, Jessie Lopez, and Stefano Sanchez

Theme Song: Devon Renaldo

Nominated for 25 Emmy Awards, including OUTSTANDING COMEDY SERIES.

This episode is brought to you by Accenture. https://Accenture.com/Spotify
Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Case for Disney Exiting the Streaming Wars

Matt is joined by Puck’s Eriq Gardner to discuss the March 2027 trial date that has been set for the Paramount–Warner Bros. Discovery antitrust case and what it means for the likelihood of this merger going through. They highlight the $650 million per quarter ticking fee Paramount has to pay in the meantime, how the November midterm elections could play a factor, who has the best leverage, whether Netflix could end up back in the mix, David Ellison’s New York Times column, and the other major legal issues at play (02:03). Matt finishes the show with a prediction about Season 4 of 'Ted Lasso' (30:08).

Host: Matt Belloni

Gust: Eriq Gardner

Producers: Craig Horlbeck, Jessie Lopez, and Stefano Sanchez

Theme Song: Devon Renaldo

Nominated for 25 Emmy Awards, including OUTSTANDING COMEDY SERIES.

This episode is brought to you by Accenture. https://Accenture.com/Spotify
Learn more about your ad choices. Visit podcastchoices.com/adchoices

Can the Paramount-WBD Merger Survive a Trial, Midterms, and a $650 Million Clock?

Matt is joined by Bloomberg’s Lucas Shaw to catch up with the biggest news around town, including a record-breaking opening weekend for 'Spider-Man: Brand New Day,' WarnerMount trial-date jockeying, and YouTube’s new deal with Peacock (02:24). Matt finishes the show with a prediction about a ‘Barbie’ sequel (31:03).

Host: Matt Belloni

Gust: Lucas Shaw

Producers: Craig Horlbeck, Jessie Lopez, and Stefano Sanchez

Theme Song: Devon Renaldo

Nominated for 25 Emmy Awards, including OUTSTANDING COMEDY SERIES.
Learn more about your ad choices. Visit podcastchoices.com/adchoices

Why Spider-Man Broke Records, and Why Peacock Partnered With YouTube

Matt and Bloomberg’s Lucas Shaw finish The Town’s first Future Blockbusters Draft by filling the remaining five slots on their teams (01:12).

Host: Matt Belloni

Guest: Lucas Shaw

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

This episode is brought to you by Accenture. https://Accenture.com/Spotify
Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Future Blockbusters Draft, Part 2

Matt and Bloomberg’s Lucas Shaw put on their studio chief hats and conduct the first Future Blockbusters Draft. In Part 1, they draft five elements (director, actor, or IP) they believe will define the box office for the next 10 years (00:34). Matt finishes the show with a prediction about the Paramount–Warner Bros. merger (24:18).

Host: Matt Belloni

Guest: Lucas Shaw

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

This episode is brought to you by Accenture. https://Accenture.com/Spotify

Tickets available at americancinematheque.com
Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Future Blockbusters Draft: The Directors, Actors, and IP That Will Define the Next Decade

Matt is joined by Sean Diffley, head of media and entertainment as well as cable and telecom research at Morgan Stanley to discuss a new system for stock picking called the MS Media Matrix, which ranks publicly traded entertainment companies based on audience and engagement, their interactivity, urgency of the content, pricing power, IP, and AI positioning, and then compares these strengths and weaknesses to the companies’ relative share price. They discuss the importance of ownership within these companies, AI's role in content creation and the future of leisure time, and AI's impact on content consumption (02:56). Matt finishes the show with a prediction on what will be the second weekend drop of ‘The Odyssey’ (30:33).

Host: Matt Belloni

Guest: Sean Diffley

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

This episode is brought to you by Accenture. https://Accenture.com/Spotify
Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Surprising Winners of the AI-Enabled Entertainment Economy

Matt is joined by Bloomberg’s Lucas Shaw to debate whether Netflix or YouTube is winning the battle to dominate Hollywood. They move through the pros and cons of each platform, the new rules of engagement, whether podcasts are working on Netflix, whether YouTube should go after premium content, and more (02:26). Matt finishes the show with a prediction about the future of WarnerMount after a judge ruled for a temporary restraining order on the deal (27:50).

Host: Matt Belloni

Guest: Lucas Shaw

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

This episode is brought to you by Accenture. https://Accenture.com/Spotify

Tickets available at americancinematheque.com
Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is Netflix Hurting YouTube by Poaching Talent?

Matt is joined by Makan Delrahim, chief legal officer at Paramount, who argues his case in favor of Paramount's acquisition of Warner Bros. Discovery. He explains what they are willing to concede, why the state's case should fail, why this deal improves competition, whether Paramount would leave California, and the multiple ways this case could play out (02:42).

Host: Matt Belloni

Guest: Makan Delrahim

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

This episode is brought to you by Accenture. https://Accenture.com/Spotify
Learn more about your ad choices. Visit podcastchoices.com/adchoices

Paramount's Strategy to Beat California, With Its Top Lawyer

(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

The Numbers That Have Netflix Investors Spooked

Matt is joined by professor Violaine Roussel, a professor of sociology at Paris 8 University, to discuss her new book 'Data Driven Hollywood: The New Data Professionals in the Age of Streaming,' which polls 75 data scientists employed at streamers and studios to explain how modern studios use data to inform what they greenlight, what the data departments look like inside these streamers, how Netflix uses things like “taste clusters,” and how creative choices have been reinvented over the last 15 years (02:43). Matt finishes the show with an opening weekend box office prediction for Christopher Nolan’s new film ‘ The Odyssey’ (29:23).

Host: Matt Belloni

Guest: Violaine Roussel

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

This episode is brought to you by Accenture. https://Accenture.com/Spotify
Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Numbers That Have Netflix Investors Spooked

Lyt når som helst, hvor som helst

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