This week, we cut through the noise around Netflix's recent layoffs with facts, as many incorrectly claim Netflix's business is "collapsing" and "struggling." We note that, according to Netflix's data, engagement was up 2% in the first half of 2026, not down as many suggest, and that Netflix reconfirmed it remains on track to deliver its full-year financial forecast. We also discuss Netflix's announcement that it secured the rights to the 2030 FIFA World Cup in Spain and Andorra and will stream all 104 matches.

We cover the news that Disney will stream the 2027 Super Bowl on Disney+ (English and Spanish language broadcasts) in the U.S. and more than 55 international markets, marking the first time a broadcaster has the rights to stream the Super Bowl outside the U.S. We also debate who the market is for Apple's latest 4th-generation Apple TV 4K box, considering it retails for $300, making it out of reach for most consumers. 

Finally, we discuss the challenges of collecting CMCD data, Bending Spoons shares rising 47% after news that Berkshire Hathaway invested an additional $330 million in the company, and what it might take for Paramount+ and HBO Max to combine into one service.

Podcast produced by Security Halt Media