Matt is joined by Bloomberg’s Lucas Shaw to talk about Disney reaching profitability in streaming, how Bob Iger managed to turn the company around in his two years since returning as CEO, and whether this is the beginning of a larger turnaround for Disney. Later, they discuss Netflix’s Jake Paul vs. Mike Tyson boxing event, the glitchy live broadcast, what this means for Netflix in general, and its upcoming NFL games on Christmas (03:03). Matt finishes the show by predicting how recently announced Oscars host Conan O’Brien will affect the ratings of the 2025 Academy Awards (24:12).

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Host: Matt Belloni

Guest: Lucas Shaw

Producers: Craig Horlbeck and Jessie Lopez

Theme Song: Devon Renaldo

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