Matt is joined by Bloomberg’s Lucas Shaw to discuss ESPN’s value to Disney and whether Disney should explore shopping the worldwide leader in sports. Cord cutting and the shift to streaming threaten the financial value of ESPN for Disney—the subscriber base is going down and costs are going up. So should Disney sell ESPN?
Host: Matt Belloni
Guest: Lucas Shaw
Producer: Craig Horlbeck
Theme Song: Devon Renaldo
LATEST EPISODES
Which Bidder Is Best for Paramount?
Matt is joined by author and Puck writer Bill Cohan to break down the latest in the Paramount bidding war. They discuss Sony’s interest in joining Apollo Global Management’s bid for Paramount and how it differs from David Ellison's Skydance Media bid. They also explore how each bid would affect Paramount’s stockholders, which bid Shari […]
Netflix’s Backtrack on Transparency
Matt is joined by Bloomberg’s Lucas Shaw to discuss Netflix’s pivot away from reporting subscriber growth and average revenue per user every quarter. The two question why Netflix is doing this and how this step back from transparency will affect other streaming services and the greater streaming landscape. Matt finishes the show with a prediction […]
Taylor Swift’s Questionable Return to TikTok
Matt is joined by Nathan Hubbard—former CEO of Ticketmaster, current CEO of Firebird Music and Ringer podcaster—to discuss the return of Taylor Swift’s music to TikTok despite distributing partner Universal Music Group's boycott of the platform. They debate whether or not Taylor Swift should allow her music to reap the benefits of TikTok while other […]