Netflix Growth Slows as Streaming Competition Intensifies

0 October 20, 2026 19:29

The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Cboe Global Markets VP, Head of Derivatives Market Intelligence Mandy Xu, Needham Senior Internet Analyst Laura Martin, PGIM Head of Real Estate Credit Strategies Bryan McDonnell, Gabelli Funds Managing Director for Growth Portfolios John Belton,Gerber Kawasaki Wealth & Investment Management Co-Founder, President, & CEO Ross Gerber, SPG Global Managing Director Simon Gallagher, Former NBCUniversal Head of Seeso Streaming Services Evan Shapiro, Offscript Worldwide CEO Detavio Samuels, & AlixPartners Tech, Media & Telecommunications Americas Leader Jeff Goldstein.

Chapters:
00:00:00 Bloomberg The Close
00:03:00 CBOE on Hedging, Tech Earnings & Market Risk
00:08:10 Options Trading, Mega-Cap Tech & Oil Volatility
00:12:04 AI Cloud Stocks, CoreWeave & Data Center Risks
00:16:15 Top Calls
00:17:12 Netflix Earnings Preview & Streaming Growth
00:22:35 PGIM on Real Estate, Mortgage Rates & Higher Yields
00:27:11 Commercial Real Estate, Credit & Global Investment
00:30:10 Airlines, Fuel Costs & Boeing 737 MAX Approval
00:35:16 Anthropic IPO, AI Spending & Market Risks
00:40:15 Netflix, Meta & the AI Earnings Trade
00:45:23 Closing Bell
00:50:26 Netflix Earnings, Guidance & Engagement Concerns
00:55:22 SpaceX Earnings Beat & Ross Gerber on a Tesla Merger
01:00:11 SpaceX, Tesla, Anthropic & Elon Musk’s AI Empire
01:05:02 Former Netflix Executive on the Streaming Reset
01:10:16 Netflix, YouTube & the Battle for Viewers
01:14:03 Netflix Growth Slows as Streaming Competition Intensifies
01:19:41 Netflix’s Content Costs, YouTube & TikTok
01:21:20 Offscript CEO on the Booming Creator Economy
01:26:09 Creator Ownership, IP & New Media Business Models
01:28:41 Netflix, Skydance & the Future of Streaming
01:34:08 SpaceX Earnings, AI Revenue & Tesla Merger Speculation
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