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Analyst: Rams should trade for Chris Godwin
Chris Godwin trade rumors and other bits of NFL news on a Friday
Green Bay-area high school sports results for Friday, Oct. 23
High school football, volleyball, cross-country and tennis teams were in action.
Carney Rejects US Election Interference Claims, Criticizes Trump's Ambassador to Canada
TORONTO (AP) — Canadian Prime Minister Mark Carney said Friday there is “no merit” to U.S. allegations that Canadian politicians are interfering in next month’s U.S. midterm elections, expressing disappointment with Washington’s ambassador over the accusations. Speaking to reporters in Istanbul,
Ric Flair Health Update: Ex-Wrestler Recovering After Fall In Florida
Retired WWE icon Ric Flair is reportedly recovering at a Florida hospital after falling outside a Tampa restaurant yesterday, Friday, October 23.
Apple's iPhone Duo hits stores today with limited supplies and long lines
The iPhone Duo goes on sale Friday, but in-store supplies will be limited.
Patrick Mahomes not on injury report for Week 7
Chiefs QB Patrick Mahomes fully practices again Friday and is set to play this week
There’s a Reason That Netflix’s Ad Business Has Underwhelmed
Somewhat lost in the company’s slew of firings and engagement warnings over the past few weeks was the fact that Netflix is scaling back its ad forecast for 2026 from $3 billion to $2.7 billion. That’s despite the fact that: CTV is growing by 14-15% this year This year saw a monster upfront Netflix is the biggest streamer out there this side of YouTube, and was the platform that for years brands were supposedly dying to be a part of In other words, that’s an alarming pull-back from Netflix. A Wall Street analyst I spoke with last week was blunt, calling Netflix’s ad business “disappointing.” To me, a red flag on the ad front is that Netflix has never revealed how many ad-supported subscribers it has. Because if I know anything about how big companies work, if they have a positive number that makes them look really good - they tend to share it. (How many subs does go90 have right now? We’re not saying just yet. How are ads going on ChatGPT? Oh, a billion run rate - I see). Yes, to date Netflix has shared some fuzzy ad numbers, such as the idea that the company’s ad tier ‘reaches’ 250 million users globally.’ Here’s why that figure gives me pause: a)they lead with global, and b) they don’t explain how they are calculated. (Are they based on average people in each room? Surveys of some kind?). Regardless, some insiders say that Netflix’s ad tier is scaling nicely - others not so much. Either way, one of Netflix’s biggest challenge on the ad front appears to have been its starting point. Remember, when Netflix launched ads in 2022, it had 73 million subs in the US and Canada. That’s 73 million people who were used to Netflix with zero ads. And when the ad product rolled out, the company clearly was going after new users - a limited pool of potential subscribers by default. That focus seems to have changed over time, as Netflix has tried to convert longtime subscribers to the ad tier. Historically Netflix subscribers are very sticky. But is the company’s low churn a problem? Not necessarily, according to Antenna data. Rather, Netflix’s consumer loyalty is a bit of a double-edged sword. “Netflix is the one streamer which actually has seen substantial “trade downs” but has much lower ‘win backs,’ said Antenna founder Jonathan Carson (win-backs being people who were on the ad-free plan, cancelled, then rejoined on the ad plan). “Netflix has lower churn and so has less opportunity to win back old subs with a lower cost plan option.” This all might explain why Netflix has been so slow to roll out all of these table stakes targeting options until just this week. It likely didn’t have enough users to carve up into various targets. etc. However, what really hit Netflix’s ad business was Amazon’s move a few years ago to turn on advertising for Prime Video by default. Suddenly the market was awash in premium inventory, and Netflix was playing catch-up on multiple fronts. Thus, the streaming giant appears to still be figuring out if if wants lead in ‘programmatic TV,’ or premium ‘upfront’ TV sales. “The CTV market now sorts into three businesses, and Netflix is not the leader of any of them,” wrote analyst Jack Myers. Ouch. So how does Netflix ratchet up its ads business? Get the next NFL package You’re gonna have to wait until 2030 unless one of the bigger media companies like Skydance opts out, but the easiest (not cheapest) way for Netflix to become a huge TV ads contender is to get one of the regular NFL packages, ideally Sunday afternoons. That way it can sell ads to its whole U.S. subs base overnight. Go FAST This one is risky, because to program a compelling FAST channel, you’d likely have to take some older Netflix exclusive shows and make them available for free to non-subscribers. But FASTs, for better or worse, are ad-inventory machines. Go full UGC I’m not sure I see this happening. There is something already off about Netflix carrying podcasts and shows for creators. The experience sticks out in what is such a produced, and generally non-communal environment. But Netflix could open up its platform by allowing creators to upload videos without having to be approved by the service. But that opens a whole other can of worms (policing brand safety, copyright infringement, overall quality). Make a huge RMN Deal I was going to suggest something crazy, such as ‘instead of buying Warner Brothers, Netflix should buy Target. But the company doesn’t want to be in the brick and mortar business. Yet for Netflix’s ad business to compete in an Amazon world, it needs to be able to connect ad exposures to shopping. What if, instead of letting Amazon target Netflix viewers with its DSP, Netflix inked a deal with Target, or even took control of Roundel, and created its version of the Amazon full-funnel for brands? Price us out. I hope they don’t do this, but Netflix’s price increases - while significant - haven’t been enough to push long-term customers out of the ad-free tier. But if they made those prices so prohibitive, it could push large swaths of consumers to trade down. Then again, that could also dent engagement - as binging becomes much less appealing once you bring ads into the equation. Or, they could just launch a bunch of hit shows and maybe everyone will quickly forget all this angst. More from Amazon unBoxed A few weeks ago, I recorded two podcasts live at Amazon’s unBoxed event in San Francisco. I was able to go really deep with several brand partners about how Amazon’s various data and ad products work - particularly the under appreciated Amazon Marketing Cloud. First, I talked with Laura Abadias Velilla, of the Amazon specialty agency Amerge, along with Amazon’s own Charlotte Maines, Vice President, Devices Content & Advertising, about how the two partners helped a very specific printer company Epson launch into a brand new category - high end projectors. It’s a great example of how brands connect audience data across platforms to make budget deployment decisions. Next, I chatted with Monks VP Head of Digital Investment for North America Tom Burchill about how the agency actually brought in data from Linkedin to help target B2B customers across various Amazon properties for the brand Quicken. Check it out: Check these out, or just listen:
Carolyn Hax: Her parents know all their business. That’s weird, right?
Now that they’re living together, letter writer wants to ask girlfriend for “more typical” communication with her parents.
Week 8 Open Thread
With no UW game this weekend, you can stay on this thread for the full weekend. Here are some of the top games to watch in each game window. Friday Evening – There are two ACC games tonight. First, Duke heads to Virginia in a fairly even matchup between teams trying to get a step […]
Carney rejects US election interference claims, criticizes Trump's ambassador to Canada
TORONTO (AP) — Canadian Prime Minister Mark Carney said Friday there is “no merit” to U. allegations that Canadian politicians are interfering in next month’s U.
Drake University students say civility comes from open-minded conversations
Drake University students involved with political student organizations discussed political civility on a panel Friday.
Could Yuki Matsui Leave Padres in Free Agency?
After signing a five-year, $28 million deal with the San Diego Padres ahead of the 2024 season, Yuki Matsui has finally matured into the elite left-handed reliever that the Friars envisioned he'd be. Matsui was incredible for San Diego out of the bullpen, leading to questions surrounding his free agency status for the offseason. The …
UW Health hosts 24th annual Fall Cancer Conference
Friday, the Monona Terrace welcomed a record number of attendees to the UW Carbone Center's annual Fall Cancer Conference.
Free screening of 'Arrival' with expert panel to be held Nov. 4 at State Theatre
The Penn State Eberly College of Science and Department of Astronomy and Astrophysics will host a free screening of the 2016 film "Arrival" at 6:30 p.m. on Wednesday, Nov. 4, at the State Theatre in downtown State College as part of the college’s Science Matters Spotlight Sessions and Friedman Lectures in Astronomy and Astrophysics.
Science Hill lost in the TSSAA state volleyball finals on Friday
Franklin's win capped a banner day for Nashville-area Division I programs as they teams swept the Class A (Eagleville), AA (Valor Prep) and AAA championships.
Video: Brewers Stadium Erupts After Jacob Misiorowski’s 1st World Series Strike Out
Jacob Misiorowski did not have to wait long to feel the energy of the World Series. The Milwaukee Brewers right-hander recorded his first strikeout on baseball’s biggest stage Friday night, and the reaction from the crowd at American Family Field said everything about what the moment meant to Brewers fans. A video of the strikeout [...]
Ausar Thompson Suffers Injury During Pistons Win over Heat
Detroit Pistons forward Ausar Thompson left Friday's game against the Miami Heat with an apparent lower-body injury, adding to concerns after Jalen Duren's exit.
Dear Abby | Disliked dad's daughter receives no condolences
Dear Abby: A friend's wife's elderly biological father was killed in a one-car auto accident recently. She had been estranged from him for as long as I can remember (more
That Girl Boina: How employee theft is hurting small businesses in Africa
That Girl Boina's post about why she had closed her beauty parlour struck a nerve with other small business owners.
INDYCAR Announces Phase Two of 2027 NTT INDYCAR SERIES Schedule
New Marquee Race Weekend in Barcelona Highlights Action-Packed Summer, Furthers Series Momentum INDIANAPOLIS (Friday, Oct. 23, 2026) – Following the histor...
Payroll Delay Unnerves Staff at Randolph Health
Payroll for Randolph Health's roughly 800 employees did not arrive Friday, amid concerns about the finances of its for-profit owner.
Harrison’s Brady Lawhon scores his second touchdown against Northwest
Harrison’s Brady Lawhon scores his second rushing touchdown of the night against Northwest on Friday, Oct. 23, 2026.
Memorial Health System holds ceremony for final beam at new Sistersville General Hospital
SISTERSVILLE – Hospital officials, community members, state and local leaders, and representatives of Memorial Health System and the Memorial Health Foundation gathered at the construction site of the new Sistersville General Hospital on Friday for a signing and dedication ceremony of the final steel beam prior to it being raised into place. “We are still […]
U.S. is reducing staffing at 4 Middle East embassies over increased threats from Iran
In a memo sent Friday to Secretary of State Marco Rubio, Director of National Intelligence Jay Clayton said his teams “have received intelligence that Iran has substantially increased efforts to target U.S. personnel.”
Minnesota Wild Place Young Defenseman on Waivers
The Minnesota Wild made a roster move Friday afternoon, and it involves a young defenseman who has played every game this season.
UFC 333 final face-offs
During Friday's UFC 333 Ceremonial Weigh-In, the fighters faced off a final time before stepping in the octagon.
Vivek Ramaswamy defends ad featuring Amy Acton\'s estranged mother
Republican Vivek Ramaswamy is defending his campaign ad featuring the estranged mother of Democratic rival, Dr. Amy Acton, in the Ohio governor's race. Speaking in northeast Ohio on Friday, he
Woman in ad who said a Democrat endangers kids pleaded guilty to endangering kids
Shellie Flockhart, who called Iowa Democratic House candidate Sarah Trone Garriott “dangerous” for kids, pleaded guilty after authorities said she drove drunk with her children in the car in 2017.
‘Friday the 13th’: Grading the 12 films
Winding up on the floor of a movie theater is never a good thing. But that’s where one frightened audience member wound up in 1980 after seeing “Friday the 13th”
Sports Extra: Mayor’s Cup Returns to Palmyra, Illinois Postseason Kicks Off and More
Friday Night highlights from both sides of the river including football, soccer and volleyball
MMAM presents Liz Sexton at Rivoli Arts Nov. 6
The Minnesota Marine Art Museum (MMAM), in partnership with the Rivoli Arts Building, will present a one-night pop-up exhibition featuring the work of Minneapolis-based artist Liz Sexton on Friday, November
Pope hope, that’s entertainment, and getting ahead in the CIA
Happy Friday friends, I want to start by just breathing for all of us a big long collective sigh of relief at the news this week that the pope’s doctors have basically blown the all clear for Leo’s health. Going from knowing nothing to him declaring to the world he needed surgery, to a cancer diagnosis, to bouncing out of the hospital in barely even days, to ringing the bell in less than two weeks is whiplash inducing. But in the best possible way. We are living in a world in which the Roman pontiff, by dint of history, biography and circumstance, is once more at the epicenter of global affairs. Not just conversations about religion, or Christian and post-Christian values, but the bleeding edge of the most pressing issues of human affairs. Think I am exaggerating a touch? Consider the images of the crowds who greeted Leo in Paris just weeks ago, and juxtapose them with the absolute photo negative scenes unfolding there recently. Ask yourself how many world leaders are talking about AI right now and directly citing the pope as they do so. Try to name a country who has had as many top-ranked diplomats in and out of both Russia and Ukraine in the last three years as the Vatican has in the last three months. It has been fascinating to watch Leo XIV emerge as not just a kind of pop culture reference point or totem to be cited (Francis was often name-checked this way) but as a kinetic force in global conversation. Given the state of things, we need global figures of gravitas and values, even better if they have real wisdom behind what they are saying. So news of Leo’s illness was, it seemed to me, a tremor with potentially Richter Scale implications. That not only has the worst not come to pass but instead we’ve had the best of outcomes announced is something to really be grateful for. Humanity, it seems to me, is entering one of its irregular but cyclical phases where the pace of change — technological, social, and geopolitical — outstrips the ability of previously settled norms and received wisdom to cope. Such periods – and I think the first decades of the last century were a similar such time – throw into question the viability of all kinds of institutions. And many of ours have been straining to breaking point for a few years now. The papacy has the power and the potential to be a steadying pole in all of this. That’s my hope, anyway. It’s a lot to freight the office with, though it is arguably its ultimate purpose from its founding, to be a steadying rock on which all that matters can be anchored. It’s also, of course, an intolerable weight of responsibility to place on a single man. But I am encouraged to have hope in – and for – Leo. The apostle whom he succeeds, after all, was famously unequal to some moments, failed some tests of faith, and resiled from taking the road which led ultimately to the circus on Vatican hill. Human frailty and limitations, of health, of character, of temper, can open us to Christ, whose strength is greatest in our weakness, so St. Paul learned. That gives me hope, and I am sure it consoles Leo, too. And so I will continue to pray for him. Because we need apostles of rock right now. Here’s the news. Subscribe The News The Dicastery for the Doctrine of the Faith issued yesterday a new document “Venite ad me: Considerations on the Transmission of the Faith in an Epochal Change.” It’s not a short document, and it is at pains to stress this isn’t a doctrinal note from the dicastery, either. Rather, it brings together reflections on an important issue from the Church around the world. Some of it I actually found really rather powerful. It is, however, 25,000, which is a lot for a busy reader to get through on a weekday. So, you can read our busy reader’s summary right here. — News broke yesterday of an Oct. 22 meeting of U.S. bishops with President Donald Trump. The meeting was organized by an official at the Heritage Foundation, according to several sources close to the meeting. Video of several U.S. bishops praying in the Oval Office over President Trump was posted on social media Thursday afternoon, first by White House Communications Advisor Margo Martin, and then by the official twitter.com account of the Archdiocese of Denver. The meeting has drawn sharp criticism because of its proximity to the upcoming midterm Congressional elections, in which Democrats are widely expected to win control of the House of Representatives, while control of the Senate remains closely contested. Sources close to the bishops’ conference told The Pillar that some USCCB senior officials were surprised by the existence of the meeting when video of it first emerged online. And a source close to conference president Archbishop Paul Coakley of Oklahoma City told The Pillar that the archbishop was “deeply frustrated” by the occasion of the meeting. An official conference spokesperson told The Pillar that the meeting was “not organized with or by the USCCB” and was “not affiliated with the conference.” You can read the whole story here. — The next National Eucharistic Congress will be held in Indianapolis in 2029, a return to the city that hosted the last gathering in 2024. You read it here first. By here, I don’t mean this newsletter, I mean at The Pillar. We broke the story this week. It’s a big deal, in as much as the last congress was a roaring success and the next installment has the potential to be a real focal point for evangelizing efforts in the coming years. Read all about it here. — As Pope Leo prepares for the longest trip of his pontificate, Church leaders in Uruguay say the pontiff will encounter a highly secularized culture, in a country with a very different Catholic history than many of its South American neighbors. The nation has not had a papal visit since 1988, and leaders who spoke with The Pillar say it has a dire need for evangelization, even amid the prospect of a small revival in faith. This is real reporting on the Church in the country, and frankly a story you simply are not going to be able to read anywhere else. Read the whole thing. — The Archdiocese of Detroit announced this week a plan that would see the vast majority of its parish priests reassigned next summer, amid a restructuring process expected to dramatically shrink the number of parishes in the archdiocese. Archbishop Edward Weisenburger said this week that the plan “asks much of our priests,” but is a “sacrifice they are making as brothers of one, unified presbyterate.” The thing is, as JD pointed out in an analysis yesterday, pastors of parishes have a legal right to stability in office, so the only way this kind of wholesale reassignment goes ahead is if all of the archdiocesan clergy agree to resign. That creates its own kind of legal issues, though, and re-raises longstanding questions about the effectiveness of canonical due process protections for priests when dealing with coercive exercises in authority. Read the whole thing here. — More than three months after the Dicastery for the Doctrine of the Faith issued its decree declaring the excommunication of the leadership of the Society of St. Pius X, questions remain about the full effects of the society’s schism. Specifically, the DDF’s July claim that marriages witnessed and confessions heard by SSPX priests are now invalid remains contested — and it emerged this week it appears that the Vatican’s own legal experts don’t agree. You can read my whole analysis of the situation and what it means here. All I would add is that the DDF’s undeveloped, some would say unsubstantiated, claim about the invalidity of some SSPX sacraments came in their July Explanatory Note on the schismatic consecrations by the society that month. It touches directly on both papal acts of governance — indeed it purports to nullify them — and the most intimate pastoral encounters possible in a parish setting. If there is one aspect of the Francis-era style of governance I would like the curia to finally cut out, root and branch, it would be these attempts to try to effect extraordinarily sensitive legislative acts via a note. — At least a dozen French bishops have spoken out following an eruption of violence on the country’s streets Oct. 17. Not surprisingly, they unanimously condemned the violence, but the length and content of their interventions varied significantly. Several sought to distinguish between the actions of rioters and what they suggested were the legitimate concerns of peaceful young protesters. Many also evoked Pope Leo XIV’s Sept. 25-28 visit to France, suggesting it offered a powerful counter-image to the scenes of looting and destruction. A number of bishops also stressed their solidarity with law enforcement officials who struggled to contain the disorder, as well as the owners of the roughly 3,000 damaged or looted businesses. What’s the background to the nationwide unrest that the French media calls “les violences du 17 octobre”? And what exactly are the bishops saying? Read all about it here. — A Polish bishop called for the firm defense of unborn children as well as compassion for their mothers this week, as the lower house of Poland’s parliament passed two bills seeking to liberalize the country’s abortion laws. The bill on decriminalizing assistance in an abortion passed by 217 votes to 213, while the abortion in cases of fetal abnormality bill passed by 233 to 203, thanks to the government’s majority in the lower house. Both bills will now move to the Polish Senate, the upper house of parliament, where the ruling coalition has a larger majority. The fetal abnormality bill is symbolically significant because if it became law, it would effectively overturn a 2020 ruling by Poland’s Constitutional Tribunal that a 1993 law permitting abortion for a severe and irreversible disability or a life-threatening incurable disease was unconstitutional. Read the whole story here. Subscribe **[The St. Paul Center App | Bible Study On-The-Go Read and understand the Bible with St. Paul Center’s new app! With today’s leading Catholic Scripture scholars as your guides, the St. Paul Center app empowers you to read the Bible](https://stpaulcenter.com/app?utm_source=pillar&utm_medium=email&utm_campaign=applaunch)** from the heart of the Church. Download the app for free at either the Apple or the Google app stores. https://stpaulcenter.com/app That’s entertainment I have written before about my deep and sincere reservations about the celebrity exorcist subculture which has taken root in American Catholicism. And, because I am very ill at ease with the entire thing, I try to keep a weather eye on the phenomenon without being drawn into the kind of online back-and-forth which these figures sometimes generate. Earlier this week, JD noted that one such celebrity exorcist type, Fr. Chad Ripperger, has undertaken, on the request of his bishop, a year’s fast from interviews and public speaking. I’m sure that will be salutary for him, if for no other reason than that receiving with docility requests from one’s rightful ecclesiastical superiors always comes with graces. Then a second thing happened this week which caught my eye. Apparently, another fixture in the celebrity exorcist world, Fr. Carlos Martins, has initiated a lawsuit against two lay men — apparently associates of Rippenger, though I am unclear in what way, exactly — for allegedly defaming him and his ministry on a podcast. It seems the suit was initiated nearly a year ago and is now pending. At issue, I read, is that the two men described Martins on a podcast as “not who he says he is” with regard to his exorcism ministry and that he “doesn’t know what he’s talking about.” These statements Martins considers to be false and defamatory and, his suit claims, “directly affected the sale and reception of [his] The Exorcist Files book that was newly released at the time these episodes aired.” I don’t want to get too into the weeds of the details here, but a couple of things struck me about all this.
Cracking a smile regularly may be good not just for your mood but for your health
Reminding yourself to smile often can not only make more friendships but it can also make you feel better. And rather than wait for a reason to smile, just maki
Knicks make unfortunate NBA Champion history not seen since 2012
The New York Knicks’ title defense is off to a rocky start, and the slow beginning has put them in some unwanted company. After falling 107-103 to the Boston Celtics on Friday night at TD Garden , the Knicks are 0-2. That makes them the first reigning NBA champion to drop its first two games of a season since the 2011-12 Dallas Mavericks, who went […] The post Knicks make unfortunate NBA Champion history not seen since 2012 appeared first on ClutchPoints.
De Goede hat-trick as Canada defeat England again
Sophie De Goede scored a hat-trick as Canada notched back-to-back wins against England with a 31-22 defeat of the reigning women's rugby world champions on Friday.De Goede stroked over the conversion from the touchline to put Canada 31-17 ahead, before England grabbed a late consolation try from Emma Sing. rcw/js
Friedman Floats a Theory on Larkin’s New Jersey Choice
Elliotte Friedman thinks there may be a reason New Jersey landed on Dylan Larkin's trade list. #LGRW
Report: Connor Hellebuyck Trade Talks Turn Serious
Elliotte Friedman says a Connor Hellebuyck trade is in the works, and it touches Detroit's goaltending. #RedWings
Justice Department orders California counties to set aside ballots from suspected noncitizens
The Justice Department on Friday ordered California election officials to identify suspected noncitizens on voter rolls and set aside their mail-in ballot – warning that officials who knowingly count ballots cast by noncitizens could face criminal liability.
Dodgers notes: Janet Marie Smith, Todd Benzinger, Dave Roberts
Joe Posnanski at his Joe Blogs newsletter wrote about 10 people he would immediately put into the National Baseball Hall of Fame today. Vin Scully, who topped the list, won the Ford C. Frick Award in 1982 and was inducted into Cooperstown, but Posnanski explains the Hall of Fame as an institution does not recognize […]
Netflix’s Leadership Shake Up…Explained
(Welcome to the “Most Important Story of the Week”, my bi-weekly strategy column analyzing the most important (but often not buzziest) news story of the last two weeks. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. Please subscribe.) Well, I had a simple article planned for this week. Called “Whoa, I Missed It!”, I’d take a gander at a few important-but-under-the-radar stories I didn’t cover while I wrote about all things “Skydance. (Formerly known as “the saga of Netflix trying to buy Warner Bros., but not Discovery, then Paramount-Skydance bought all of Warner Bros. Discovery”.) Alas, that article will have to wait. Netflix made news. Ironically, my “Whoa, I Missed It!” article would have mostly been about “content” strategy decisions, which is also what today’s article is about. But instead of the entire industry, this article will only cover Netflix’s decision to upend their film and TV content teams. Just that! So that’s the full topic of the day. I’m going to tackle the issue in the opposite direction of the way “stuff” flows: uphill. We’ll start at film, then move onto TV, and then onto the CEOs themselves, and the strategy questions that still remain. But we start with the numbers driving this. Let’s dive in. Subscribe Most Important Story of the Week - Netflix Upends Their Corporate Hierarchy I’ve got a lot of thoughts, but we’ll start with the most common response to yesterday’s article. Let’s Talk Stock Price More than one person, responding to what I published two days ago, pointed out that, well, actually, the thing driving Netflix’s actions is this: In short, stock price! Even if Netflix isn’t obsessed with their own share price—they probably are, but, for the record, my strategic advice to every CEO is to absolutely ignore stock prices, which will, ironically, probably help the stock price long-term—most everyone thinks they are. By the way, I prefer market capitalization to stock prices, because it’s a more apples-to-apples way to compare companies: But there’s an even better way to look at it, and it kinda casts some doubt on the entire push here: price-to-earnings. I have a long list of articles that I wish I had written, and chief among them is an article titled, “Am I Still a Netflix ‘Bear’?” meaning someone who thinks Netflix’s stock is overvalued. As of last summer, Netflix had solved their biggest problem—which for me (circa 2019) was the lack of free cash flow—but their stock was CRAZY overvalued. That’s this chart here: Why did Netflix’s stock price increase to a price-to-earnings ratio of 50 last summer? What financial metric changed so quickly? Nothing. Given that, historically, mature entertainment companies average 10 to 20, with 16 being the average, that increase made little sense. Netflix’s stock swoon these last eight or so months wasn’t irrational; the stock price rise last year was. So if you want a really hot Netflix take, here it is: Netflix’s stock price has been going down because the financial industry recovered its senses, not because of any strategic mistake. Yes, that would imply that cleaning house may have been a mistake. That’s why the charts yesterday are so important, because they show that Netflix did have a strategic problem (a lack of hits) and that’s what they moved to address. (One could also argue the industry drastically overrated Netflix’s growth prospects, but that’s a financial industry problem, not a Netflix strategy problem per se. Some growth estimates are just crazy. *cough* AI *cough*) Now, the last time Netflix’s stock price crashed—circa 2022—it gave them an opening. I’d argue Netflix insiders knew they needed to expand post-COVID-19 crisis, adding advertising, cracking down on password sharing, and dabbling in sports. But if they had done that when their stock price was high, it would give folks a reason to second guess their strategy. (Arguably, last year, when Netflix pursued the Warner Bros. merger, it gave the industry a chance to review their business.) Instead, after the 2022 fall, they had the opening to make strategic changes. We may see Netflix pivot again following this latest slide. For example, the “binge versus weekly” conversation is alive and well again. Same for expanding into theaters even more. And adding both linear channels and streaming bundles. And maybe more either social, user-generated, vertical, or creator content. But the first shift came with who is making the content calls. A Message from Our Sponsor Last winter Pulp Fiction was on Netflix. For those same 90 days, it was also free, with ads, on Pluto TV and the Roku Channel. That is not a glitch, and it is not rare. The title has run on 20 different US streaming services since 2019, across 80 separate windows, and for more than 600 of those days it sat on a paid subscription service and a free ad-supported one at the same time. Almost nobody can see this, because when a title leaves a service, the record that it was ever there tends to leave with it. Reelgood keeps that record, dated to the day rather than the month: 4MM+ movie, show and episode titles across 300+ services globally, with timestamped arrivals, departures and moves across SVOD, AVOD, TVOD and vMVPD. Licensing teams price against every prior window. Rights teams check what a licensee actually delivered, and when. Pick a title you think you know: data.reelgood.com/title-availability Film - Dan Lin Want to know why I don’t opine on individual film or TV executives, especially new hires? Dan Lin. As I always caution, it’s really, really, really tough to predict which executives will succeed in new roles and which won’t. The successful head of co-production/finance partner, Rideback, Lin was considered for the head of DC Studios job before taking the job as the head of Netflix. By all accounts at the time, this was a smart hire. (That’s my read of the news coverage anyways.) But now that Netflix has fired Dan Lin, we got a slew of news stories about how he was doing a terrible job. In sports media, Bryan Curtis, new Substack writer/podcaster from The Ringer, calls this the “now you tell us” story, when you only hear the bad news after a star athlete leaves a sports team. In this case, now they tell us that Dan Lin was bad with talent after he got kicked out the door. So was Dan Lin a flop? It’s actually tough to say. While film moves faster than TV, even two years isn’t really enough time to evaluate a person’s output. The new head hasn’t really taken control. As Emily Horgan noted, it takes much longer than two years to produce animated films, so yeah, it’s definitely too early to judge in that domain. As for live-action films, I just published an article by Brandon Katz called “Netflix’s Summer of Bummer”, but I’d point out Netflix had a bad summer two years ago too. Arguably, their best summer came from KPop Demon Hunters last year and Happy Gilmore 2, the latter of which I saw credited to Lin. Then, the stories came out that Dan Lin clashed with talent, both Ben Affleck and Greta Gerwig, classic “now they tell us” factoids to explain his firing. This may have been true, but also should have been expected given that he was given the mandate to bring budgets back in check, especially after Rebel Moon. So if he made folks upset, well, that’s what he was hired to do! But also, he was described as “well-liked” at his hiring! In that case, I’m a bit sympathetic to Lin, since he may have been undercut by senior leadership, as often happens. Basically, a CEO hires a subordinate to be their “bad cop” and keep budgets in check, but then when talent complains, the CEO ends up undercutting them. That’s how I think you end up with a Narnia movie as expensive as any of the other flops, along with a film executive the town no longer likes. As a result, I think that Netflix is now executing a classic “hire the opposite” move by hiring Peter Rice. This phrase comes from my experience following football and basketball coaching decisions, where teams generally hire the opposite of who they just had. If you have an offense-minded head coach, hire the defensive guy. Or in college football, if you have a strong recruiter, then you pivot to an “X’s and Os” type of guy. Or in pro basketball, if you have a very analytically minded coach, you hire the player-friendly guy. I see that here. After dropping Scott Stuber—arguably a talent-friendly executive with lax budget control—Netflix hired the business guy to keep costs in check. Now Netflix is pivoting back to Peter Rice and presumably a more talent-friendly regime. (Disney, by the way, has done this twice: hiring business guys to succeed talent-friendly Bob Iger. It didn’t work out last time.) When it comes to Peter Rice…we’ll see! Maybe he works out, but maybe he doesn’t. I’d actually say the biggest problem is that Netflix still hasn’t solved its “IP Problem”, in that they don’t own much IP, so they just have a lower hit rate. The new executive won’t solve that. (Though buying Lionsgate would help.) Share “Content” - Bela Bajaria I almost published yesterday’s article after this column, but ended up flipping the order, because it told the story so well. So if you want the data for why Netflix is looking at TV to fix their problems, it’s in that article, this graph in particular: I know I just wrote that it’s often hard to judge executives, but Bajaria ran TV for six years and film for three and a half more. That’s more than enough to judge hit rates, and Netflix needs more hits. That’s the story. Since 2023, Netflix hasn’t had as many hit shows as it used to, and many of its previous power house TV shows have ended their runs (Stranger Things most of all). Also, many shows from 2020 to 2022 probably pre-dated Bajaria’s tenure. (That said, one thing may have been outside of Bajaria’s control, which I explain below.) Let’s lump some content strategy thoughts about Netflix and TV into one place: We’re just getting started with this issue, but the rest is for paid subscribers of the Entertainment Strategy Guy, so if you’d like to find out… Why I partially blame Squid Game for Netflix’s latest troubles… What is “the football trap”... Why it might not be the TV shows or films’ fault at all… What change I don’t think Netflix will make... How Bela Bajaria evolved Netflix’s TV strategy in smart ways… Whose departure likely submarined Bajaria’s final few years… One sneaky explanation for Netflix’s content struggles... And a whole lot more... ...please subscribe! We can only keep doing this great work with your support.
Authorities investigating whether first Kenyan and Nigerian Ebola cases crossed paths
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US Olympic star Hellebuyck traded from NHL Jets to Devils
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Vikings Release Running Back Ahead of Colts Game
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Dontayvion Wicks not practicing Friday
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Friends and family of slain Fairfield business owner remember him and call for justice
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Vivek Ramaswamy defends ad featuring Amy Acton's estranged mother
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Kyrie Irving Leads Mavericks Past Pacers
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Senator says planned Meta commercial terms update could harm US businesses
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Hornets drop home opener to Hawks in blowout fashion
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Woodruff makes Brewers' World Series roster as he returns from shoulder injury
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Buy your health insurance through the Mass. Connector? Open enrollment starts Friday
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George Pickens upgraded to full practice Friday
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Apple Store Pickup System for iPhone Duo Just Went Live Again in U.S.
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Taken a trip with my friend every year since college; how we do it
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Instagram Launches Apple TV App With Reels and More
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Republicans Bet Anti-Fraud Message Can Sway Voters Angry Over Health Costs
Get our weekly newsletter, The Week in Brief, featuring a roundup of our original coverage, Fridays at 2 p.m. ET.
Pasadena Apple Store draws crowds as iPhone Duo launches worldwide
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CVS is trying out pharmacists in chronic health management
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How Alzheimer’s and dementia patients teach Wisconsin’s next generation of health care workers
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WWE Icon Ric Flair Shares New Health Update, Photo After Being Hospitalized, 'Focused On My Healing'
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This Justice Department official hustles to the forefront of Trump’s legal agenda
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Authorities investigating whether first Kenya and Nigeria Ebola cases crossed paths
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Rashee Rice does not practice Friday
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Justin Jefferson expected to play in Week 7
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Ric Flair's Daughter Charlotte Gives Health Update on WWE Icon After Fall Leads to Hospitalization
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High school football: Friday's scores
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AmEx lifts 2026 profit forecast, plans to cut 5% of workforce
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Why experts are pushing RFK Jr. to release a federal definition of ultraprocessed foods
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‘Sick of it!’: Local lawmakers join healthcare advocates on Davenport stop of bus tour
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Politics Friday: Will the election loosen a historically knotted Minnesota Legislature?
Friday at noon, four Minnesota legislative leaders discuss the 2026 playing field and the issues they say are motivating voters with all 201 seats on the ballot.
Fever owner Pacers Sports & Entertainment release statement after firing Amber Cox
The Indiana Fever have parted ways with general manager Amber Cox after their season ended early in the postseason at the hands of the Las Vegas Aces. Pacers Sports & Entertainment confirmed in a statement on Friday that Cox will follow team president Kelly Krauskopf , who announced earlier that she was stepping down from her role. Mel Raines, […] The post Fever owner Pacers Sports & Entertainment release statement after firing Amber Cox appeared first on ClutchPoints.
Baker Mayfield Cleared to Return as Buccaneers Prepare for Panthers
Tampa Bay Gets Its Starting Quarterback Back The Tampa Bay Buccaneers are preparing to get a major boost on offense, as quarterback Baker Mayfield is expected to return to the starting lineup Sunday against the Carolina Panthers after missing the team’s previous three games with a dislocated right thumb. Head coach Todd Bowles said Friday…
I bought a house in Japan at 23 with 7 college friends for under $20k
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Ex-Eminem employee pleads guilty to copyright infringement
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Cracking a smile regularly may be good not just for your mood but for your health
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Seven-region study ranks Northwest Arkansas at top in jobs and business growth, at bottom in average wages
Northwest Arkansas outpaced six peer metropolitan areas in job growth, business establishment growth and high-tech employment growth in 2025, according to the 2026 state of the Northwest Arkansas region report release Friday.
2 ex-FBI officials charged with making false statements about Hunter Biden's laptop
Two former FBI intelligence officials who specialized in foreign election interference were charged Friday with making false statements about their roles in investigating the origins of Hunter Biden’s laptop in the run-up to the 2020 presidential election.
U.S. labor secretary praises Kansas manufacturing industry in visit to Topeka business
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Dalton Schultz should be available for Week 7
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Carmel India Fall Festival set for Saturday in Gwinnett
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Business Briefcase: Open-air downtown farm market continues
SHENANDOAH — Schuylkill County’s longest running seasonal outdoor downtown farm market continues its popular run 8 a.m. to noon Tuesdays and Fridays through November along the east side of the first block of South Main Street. Launched in t…
The Ringer’s Kirk Goldsberry leading Texas athletics’ new AI initiative
Earlier this month, Washington State Athletics received widespread backlash after announcing its partnership with FanWord, an AI-powered storytelling platform. That did not deter the University of Texas. On Friday, Texas athletic director Chris Del Conte announced the launch of Bevo Lab, an AI data analytics platform. “I’m fired up. I’m excited. This is earth-shattering,” Del…
James Talarico rallies young voters in Austin who are critical to his Senate hopes
The Democrat held a Friday-night rally at the University of Texas at Austin, where multiple students told NBC News they had already voted and worry about the cost of living.
Gordon and Barrasso focus on sustainability of Rural Health Transformation Program
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My Co-Worker Is Losing It Over My Religion
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Rockets Announced Reed Sheppard Injury Designation vs. Spurs
Houston Rockets head coach Ime Udoka designated guard Reed Sheppard as injured ahead of Friday's game against the San Antonio Spurs. The post Rockets Announced Reed Sheppard Injury Designation vs. Spurs appeared first on HEAVY.
Boston Encourages Residents to Apply for Health Insurance during Open Enrollment Season
Friday, October 23, 2026 – Open Enrollment season begins today, October 23, 2026 and runs through January 23, 2027, and Mayor Michelle Wu, the City of Boston, and Boston Public Health Commission strongly encourage residents to take advantage of the numerous coverage options available in Massachusetts and apply for health insurance through the Massachusetts Health Connector Marketplace. For those who need help navigating
What the Magic Must do to Stop Anthony Edwards, Timberwolves
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Cabot’s Pueblo Museum hosts Spooktacular Night
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