Colbert’s Next Home, and Netflix Earnings Flexes and Anxieties episode artwork

EPISODE · Jul 21, 2025 · 32 MIN

Colbert’s Next Home, and Netflix Earnings Flexes and Anxieties

from The Town with Matthew Belloni · host The Ringer

Matt is joined by Bloomberg’s Lucas Shaw to discuss what's next for Stephen Colbert, and whether Netflix could ever produce a successful late-night show. Then, they dissect Netflix's latest earnings report and highlight its strengths and weaknesses, including why the stock fell despite strong financial earnings, how concerning is its stagnation in the share of viewing metric, its use of AI in ‘The Eternaut’, and more (02:42). Matt finishes the show with a prediction about the future of Fox amid Donald Trump’s latest lawsuit against The Wall Street Journal (25:12). For a 20 percent discount on Matt’s Hollywood insider newsletter, ‘What I’m Hearing ...,’ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Email us your thoughts! ⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠ Host: Matt BelloniGuest: Lucas Shaw Producers: Craig Horlbeck and Jessie LopezTheme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices

Matt is joined by Bloomberg’s Lucas Shaw to discuss what's next for Stephen Colbert, and whether Netflix could ever produce a successful late-night show. Then, they dissect Netflix's latest earnings report and highlight its strengths and weaknesses, including why the stock fell despite strong financial earnings, how concerning is its stagnation in the share of viewing metric, its use of AI in ‘The Eternaut’, and more (02:42). Matt finishes the show with a prediction about the future of Fox amid Donald Trump’s latest lawsuit against The Wall Street Journal (25:12). For a 20 percent discount on Matt’s Hollywood insider newsletter, ‘What I’m Hearing ...,’ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Email us your thoughts! ⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠ Host: Matt BelloniGuest: Lucas Shaw Producers: Craig Horlbeck and Jessie LopezTheme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Colbert’s Next Home, and Netflix Earnings Flexes and Anxieties

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This episode was published on July 21, 2025.

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Matt is joined by Bloomberg’s Lucas Shaw to discuss what's next for Stephen Colbert, and whether Netflix could ever produce a successful late-night show. Then, they dissect Netflix's latest earnings report and highlight its strengths and weaknesses,...

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