Recession. Ad declines. Subscriber plateaus. The tides continue to shift since the Great Streaming Bubble’s implosion of 2022. In the wake of a pessimistic Q3 earnings season, hosts Sean McNulty, Janice Min and Richard Rushfield are joined by CNBC media reporter Alex Sherman to break down the town’s latest thoughts around David Zaslav (1:35); if Comcast should give up on Peacock (16:30); why Apple didn’t discuss Apple TV+ on its earnings call (spoiler: there was likely no good news, 14:59); and if it make sense for Microsoft to acquire Netflix (16:30). Lastly, Sherman hits on Wall Street’s confusion around it all: “Wall Street doesn’t love mixed messages.”

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