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Matt is joined by Bloomberg\u2019s Lucas Shaw to first talk about Disney\u2019s report that it would name a new chief executive in \u201cearly 2026.\u201d Then they offer their takeaways from Netflix\u2019s latest earning report by looking at the streamer\u2019s five pressure points: advertising, the threat of bundling, theaters, compensation, and growth (02:46). Matt finishes the show with a prediction about World Series ratings (29:06).\n\nFor a 20 percent discount on Matt\u2019s Hollywood insider newsletter, \u2018What I\u2019m Hearing ...,\u2019 click here.\nEmail us your thoughts! thetown@spotify.com\n\nHost: Matt Belloni\nGuest: Lucas Shaw\n\nProducers: Craig Horlbeck and Jessie Lopez\nTheme Song: Devon Renaldo\nLearn more about your ad choices. Visit podcastchoices.com/adchoices