Is Netflix the New Cable? Mega Deals, Paramount Drama & Why You Should Hold Long-Term

28 Dec 2025 · 9 min · 4 chapters

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Episode Title

Is Netflix the New Cable? Mega Deals, Paramount Drama & Why You Should Hold Long-Term

Episode Overview In this episode, hosts Rashad Bilal, Ian Dunlap, and Troy Millings discuss Netflix's evolving strategy amidst the rapidly changing landscape of the streaming and media industries. They analyze Netflix's potential to regain its previous stock price, the impact of mega-deals in the media sector, and the importance of long-term investment strategies.

Key Discussions

  1. Netflix's Market Position
  2. Stock Predictions:
  3. The hosts discuss whether Netflix can surpass $100 per share again.
  4. They express confidence in Netflix's long-term growth potential, despite potential slower gains in the short term.
  • Transformation into a Modern Cable:
  • Rashad highlights Netflix's foray into live events (e.g., sports) as a means to build a competitive moat around its business.
  • This strategy aims to integrate Netflix into consumers' daily lives, similar to traditional cable.
  1. Long-term Investment Perspective
  2. Holding Strategy:
  3. The hosts emphasize the importance of long-term investing, encouraging listeners to adopt a 5 to 10-year horizon rather than focusing on short-term market fluctuations.
  4. Industry giants are noted to plan for decades, contrasting with the typical investor's short-term focus.
  1. Industry Dynamics and Competition
  2. Competitive Landscape:
  3. Discussion around significant moves by media giants like Paramount and Warner Bros, particularly in relation to Larry Ellison's rumored $40 billion guarantee associated with a potential merger.
  4. The relationship between Oracle (Larry Ellison's company) and TikTok is also mentioned, underscoring the interconnectedness of tech and media.
  1. Netflix's Content Strategy
  2. Content Expansion:
  3. The hosts analyze Netflix's content strategy, including live sports, exclusive documentaries, and partnerships (like with iHeartRadio).
  4. They highlight the success of the Diddy documentary, which garnered over 3 billion views, indicating strong audience engagement and potential for future content.
  1. Broader Implications of Media Deals
  2. Media Control and Influence:
  3. Ian discusses the significance of media control in the context of major deals, emphasizing how these moves are not just about profit but also about shaping narratives.
  4. The hosts express concern about short-sightedness in the investment community, especially given the backdrop of substantial shifts in media ownership and strategy.

Key Takeaways

  • Confidence in Netflix: Despite challenges, the hosts remain bullish on Netflix as a long-term investment.
  • Embrace Long-Term Holding: Investors should focus on long-term strategies to avoid being swayed by short-term market dynamics.
  • Integration into Daily Life: Netflix aims to become part of consumers' everyday routines, expanding beyond binge-worthy content to more engaging forms of media consumption.
  • Awareness of Industry Trends: Understanding the broader trends and movements within the media sector is crucial for making informed investment decisions.

Conclusion The episode concludes with a call to action for listeners to stay committed to their investment strategies, advocating for a patient and informed approach to building wealth in the evolving media landscape. The hosts agree that holding onto assets like Netflix could lead to significant financial freedom if approached wisely.

Related Topics

  • Netflix's stock performance and forecasting
  • The evolution of media consumption models
  • Long-term vs. short-term investment strategies
  • Major media mergers and their implications

Listen to the episode for an in-depth discussion and expert insights on the current state and future of Netflix and the media industry.

Written by AI. May contain mistakes. Listen to the episode to check what was said.

Chapters

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Square: A Seamless Payment Solution

2:36 to 4:04

Discussion about how Square supports small businesses.

“You ever walk into a small business and everything just works?”

Netflix's Future: Is It the New Cable?

4:04 to 11:40

In-depth analysis of Netflix's position and future in the media landscape.

“Let Square handle the back end so you can keep pushing your vision forward.”

Understanding Media Mergers and Investments

12:24 to 14:00

Insight into media mergers and strategic investments in the industry.

“The Larry Ellison thing is, I mean, we've been talking about him for a year now in terms of the moves that he's making, obviously, from Stargate and then with TikTok.”

The Impacts of Corporate Sales

14:00 to 14:41

Discussion on significant corporate transactions and their implications.

“is not time to play at all notice in the people who sold off their companies in the last few years the UFC selling was interesting.”
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Transcript

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0:00This is an iHeart Podcast. Guaranteed Human.

0:31Such good feelings. Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. Mind Games, a new podcast exploring NLP, a.k.a. neurolinguistic programming. Is it a self-help miracle, a shady hypnosis scam, or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. A new year doesn't ask us to become someone new. It invites us back home to ourselves. I'm Mike Della Rocha, host of Sacred Lessons, a space for men to pause, reflect, and heal.

1:11This year, we're talking honestly about mental health, relationships, and the patterns we're ready to release. If you're looking for clarity, connection, and healthier ways to show up in your life, Sacred Lessons is here for you. Listen to Sacred Lessons with Mike Della Rocha on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.

1:57podcasts or wherever you get your podcasts. Hello. Hello. All my people. What's up? It's Questlove. Recently, I had the opportunity to sit down with the one and only ASAP Rocky. He reflects on his journey from Harlem roots to global icon status and discovering the hip hop origin of his name. The ledge was on the TV. Rakim had the bucket hat can go join on. I'm possibly like, that's Rakim. That's who you named after. I just, damn. I swear. Listen to the Questlove show on the iHeartRadio app, Apple Podcasts, or wherever you get your podcast. Earners, what's up? You ever walk into a small business and everything just works?

2:40Like the checkout is fast, the receipts are digital, tipping is a breeze, and you're out the door before the line even builds. Odds are they're using Square. We love supporting businesses that run on Square because it just feels seamless. whether it's a local coffee shop, a vendor at a pop-up market, or even one of our merch partners. Square makes it easy for them to take payments, manage inventory, and run their business with confidence, all from one simple system. One of the things we love most is seeing neighborhood businesses level up. There's this West Indian spot right in our community that started with a small takeout counter.

3:16Now with Square, they've been able to expand into a full sit-down restaurant and even started catering events across the city. that's the kind of growth that inspires us. And it's powered by Square. Square is built for all types of businesses, from the corner bagel shop that turned into a local chain, to the specialty market with thousands of unique items, to the stylist who's been holding you down for years. If you're a business owner, or even just thinking about launching something soon, Square is hands down one of the best tools out there to help you start, run, and grow. It's not just about payments.

3:51It's about giving you time back so you can focus on what matters most. Ready to see how Square can transform your business? Visit square.com backslash go backslash E-Y-L to learn more. That's square.com backslash go backslash E-Y-L. Don't wait. Don't hesitate. Let Square handle the back end so you can keep pushing your vision forward. So Netflix has been making a lot of news this whole entire year. But that was one of the questions. Is it going to pass over$100 anytime soon?

4:27Um, yes. I mean, I think that's an easy target for them to hit. Um, but I think the falling of Netflix is a canary in the coal mine for what's to come. But the reason why I keep telling people to double down now, cause you see all the companies doing it. Troy, you just brought up infrastructure and data centers, but even for Paramount to come back and say, well, Larry ellison would personally guarantee yours okay so when people ask what's a moat netflix having that fight this weekend and all the investment that they're going to put into future content to now become our generation's version of cable is them building a moat in front of our face will they go back to 100 yes are we going to still see the 35 40 year-over-year gains probably not but could they eke out 15 to 20 gains yes is netflix a buy yes they are the verb in the category um and probably one of the best run companies in the media space like you look at what everything netflix has done disney has dropped the ball on what they should have done now there's a lot of regulatory reasons and personal vendettas inside of why but would i get back to 100 yes hope for long term yeah you gotta i mean you'll be fine you gotta you gotta hold uh netflix i mean netflix is coming to an interesting time obviously the stock split happens and then the the potential merger here um it's interesting what if mind control is real if you could control the behavior of anybody around you what kind of life would you have can you hypnotically persuade someone to buy a car when you look at your car you're going to become overwhelmed with such good feelings can you hypnotize someone into sleeping with you?

6:16I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. NLP, aka neuro-linguistic programming, is a blend of hypnosis, linguistics, and psychology. Fans say it's like finally getting a user manual for your brain. It's about engineering consciousness. Mind Games is the story of NLP. It's crazy cast of disciples and the fake doctor who invented it at a New Age commune and sold it to guys in suits. He stood trial for murder and got acquitted. The biggest mind game of all? NLP might actually work. This is wild. Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.

7:03Run a business and not thinking about podcasting? Think again. More Americans listen to podcasts than ad-supported streaming music from Spotify and Pandora. And as the number one podcaster, iHeart's twice as large as the next two combined. So whatever your customers listen to, they'll hear your message. Plus, only iHeart can extend your message to audiences across broadcast radio. Think podcasting can help your business? Think iHeart. Streaming, radio, and podcasting. Call 844-844-iHeart to get started. That's 844-844-iHeart. Every January, we're encouraged to start over. But what if this year is about slowing down and learning how to understand ourselves more deeply?

7:43What if this year is about giving ourselves permission to feel what we've been holding and knowing that it's okay to ask for help? I'm Mike DeLaRocha, host of Sacred Lessons. This is a podcast for men navigating stress, emotional health, fatherhood, identity, and the unspoken pressures we're taught to carry alone. We talk honestly about mental health, about healing generational wounds, and about learning how to show up with more presence and care. If you want a healthier relationship with yourself and the people you love, then Sacred Lessons is the podcast for you. Listen to Sacred Lessons with Mike DeLaRocha on America's number one podcast network, iHeart.

8:28Follow Sacred Lessons with Mike DeLaRocha and start listening on the free iHeart radio app today. New year, new goals, and in this economy, a better money plan is more necessary than ever. I am Matt. And I'm Joel. We are from the How to Money podcast. And every week we help you to spend smarter, save more, and make sense of what's going on out there. If you want 2026 to be the year you finally feel in control of your money, we're here to give you the tools and advice to help you make it happen. Listen to How to Money on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Hey there, this is Dr.

9:04Jesse Mills, director of the Men's Clinic at UCLA Health and host of the Mailroom Podcast. Each January, guys everywhere make the same resolutions. Get stronger, work harder, fix what's broken. But what if the real work isn't physical at all? To kick off the new year, I sat down with Dr. Steve Poulter, a psychologist with over 30 years experience helping men unpack shame, anxiety, and emotional pain they were never taught to name. In a powerful two-part conversation, we discuss why men aren't emotionally bulletproof, why shame hides in plain sight, and how real strength comes from listening to yourself and to others.

9:39Guys who are toxic, they're immature, or they've got something they just haven't resolved. Once that gets resolved, then there comes empathy, as in compassion. If you want this to be the year you stop powering through pain and start understanding what's underneath, listen to The Mailroom on the iHeartRadio app, Apple Podcasts, or wherever you get your favorite shows.

10:02Because this is their quarter. This is the quarter where you start to see what they're rolling out for their future. obviously another fight, more live sports with the NFL happening on Christmas here. Stranger Things is blowing out all of its expectations. But inside of that, they got the Diddy documentary. I know we can say what we want, how we feel about it, but you're talking about over 3 billion views for a documentary that you didn't even expect to be on the docket. Yep. And so that tells you, all right, there's growth here. people are really watching it and people are subscribing at records and then you go into the iHeart deal and it's like, okay, well, that's significant because now they want to be a part of your daily life.

10:47Because when you watch Netflix, you watch a show, you're done with it in a day. How can I become a part of your daily life? If I don't have sports every day, what are people doing every day? Well, a lot of people are listening to podcasts on a daily basis. If they have the video component, you're probably watching it on a daily basis or at some point during the week. so if I can be part of your weekly schedule as opposed to hey Stranger Things is done I watch it all or it's seasonal it's seasonal I'm done with it remember when Narcos was a thing we're done with that in a weekend how can I become part of your everyday ritual if I can't do it in live sports I'm going to do it in something that is also entertaining you which is podcasts which is a huge business obviously we're a part of that business the growth is there the potential is there this merger has kind of curveballed it a little bit but I still like Netflix long term I got a few positions in Netflix hold for the long term yo but we've been screaming the same thing just hold, be faithful to your portfolio so you can be free, put it in chat none of this 3 month bullshit 6 months, everything has to be 5 years, like everyone in tech is playing 20 and 30 year games right now Larry Ellison is personally guaranteeing billions of dollars for the benefit of his fucking son.

12:03And people are worried about a three-month run. I've been telling you since the beginning, hold for five years. Stay inside, because a lot of y 'all who popping it on the gram, you're hurting right now. Derek just told you. I can see who living through the business. You got lifestyle businesses, and then guess what? They keep raising the prices on everything. No need to go to lifestyle games. The Larry Ellison thing is, I mean, we've been talking about him for a year now in terms of the moves that he's making, obviously, from Stargate and then with TikTok. TikTok. Quietly, like, all the news with the Paramount potential merger with Warner Brothers, you know, they got approved and now they got 50 % ownership in TikTok, which, you know, kind of said, like, if you look at who's doing the cloud server for TikTok, it was Oracle in 2020.

12:51They got that deal. They were going to be the leader to be an investment. but him saying look i'm putting 40 billion up guaranteed it's interesting because two weeks ago when the cfo of netflix was on he said that that was not part of the deal two weeks later now they got a personal guarantee for 40 billion which tells you how important to them having that network is in terms of spreading the messages that they want have a control of the messages that they want and having media so one thing that the lcn group and i say group because david is the son at the head of skydance and paramount larry is obviously the dad and head of oracle they don't have a media arm the way that they want to right and i told during that class look paramount does not make money skydance does make some money but not enough to have this merger where were they going to get the back end dad said look i know i'm worth 250 is 40 guaranteed i put up all cash deal all cash deal because in the next election if you can go back into that white house and say well i can get you 36 more million viewers per month that'll secure the financing that you need for the other ventures to go well this is war games that's why like the tone that you it's like it is not time to play at all notice in the people who sold off their companies in the last few years the UFC selling was interesting.

14:16Then Dana ended up in the White House and on the board of Meta. Meta's involvement in the White House. Vince McMahon walking away, but then they cut his legs from underneath him and told every little secret. That was the first Diddy Doc to lower the valuation. Please, I am begging you because you don't know when we're going to end the show. Because one day we're going to pop up and be like, it's been fun. Deploy capital into the best assets on earth. This episode is brought to you by PNC Bank. A lot of people think podcasts about work are boring. And sure, they definitely can be. But understanding a professional's routine shows us how they achieve their success little by little, day after day.

14:56It's like banking with PNC Bank. It might seem boring to save, plan, and make calculated decisions with your bank. But keeping your money boring is what helps you live a more happily fulfilled life. PNC Bank, brilliantly boring since 1865. Brilliantly boring since 1865 is a service mark of the PNC Financial Service Group, Inc. PNC Bank, National Association, member FDIC. What if mind control is real? If you could control the behavior of anybody around you, what kind of life would you have? Can you hypnotically persuade someone to buy a car? When you look at your car, you're going to become overwhelmed with such good feelings.

15:35Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. Mind Games, a new podcast exploring NLP, a.k.a. neurolinguistic programming. Is it a self-help miracle, a shady hypnosis scam, or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. A new year doesn't ask us to become someone new. It invites us back home to ourselves. I'm Mike De La Rocha, host of Sacred Lessons, a space for men to pause, reflect, and heal. This year, we're talking honestly about mental health, relationships, and the patterns we're ready to release.

16:20If you're looking for clarity, connection, and healthier ways to show up in your life, Sacred Lessons is here for you. Listen to Sacred Lessons with Mike De La Rocha on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Hey, it's Joel. And Matt. From How To Money. If your New Year's resolution is to finally get your finances in shape, we've got your back. Prices, they're still high. And the economy is all over the place. But 2026 is the year for you to get intentional and make real progress. That's right. Yeah, each week we break down what's happening with your money, the most important issues to focus on, and the small moves that make a big difference.

16:57Kick off the year with confidence. Listen to How to Money on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.

17:28Damn the f***ing swag. Listen to the Questlove show on the iHeartRadio app, Apple Podcasts, or wherever you get your podcast. This season on Dear Chelsea with me, Chelsea Handler, we've got some incredible guests like Kumail Nanjiani. Let's start with your cat. How is she? She is not with us anymore. She... Okay, great, great, great way to start. Maybe you will cry. Ross Matthews. You know what kids always say to me? Are you a boy or a girl? Oh my God. all the time. That's so funny. I know. So I try to butch it up for kids so they're not confused. Yeah, but you're butching it up is basically like Doris Day.

18:06Right? No, I turn into Bea Arthur. Listen to these episodes of Dear Chelsea on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This is an iHeart Podcast. Guaranteed human.

From the publisher

In this insightful Market Mondays clip, Rashad Bilal, Ian Dunlap, and Troy Millings break down Netflix’s strategy and the latest shake-ups in the streaming and media industries. The hosts debate whether Netflix can reclaim $100+ per share and if it’s still a top buy for long-term investors—even as seismic changes hit Paramount and major players like Larry Ellison double down on media investments. The conversation kicks off with Rashad Bilal sharing why Netflix’s push into live events, like big fight nights and sports, is building a new moat around its business—transforming them into this generation’s version of cable. Ian Dunlap reinforces the bullish outlook, reminding investors that while big year-over-year gains might slow, Netflix is still one of the best-run companies in media. The hosts urge viewers to get comfortable with longer holding periods, noting that industry giants are playing 20- to 30-year games while everyday investors sometimes focus way too much on 3- to 6-month swings. Troy Millings explores Netflix’s shift towards integrating into our daily routines—not just through binge-worthy series, but partnerships like the iHeartRadio deal, live sports, and an expanding podcast presence. He highlights the Diddy documentary’s viral numbers and what that means for Netflix’s future pipeline. The clip also dives into headline-grabbing moves by Larry Ellison, including the rumored $40 billion personal guarantee attached to mega-mergers with Paramount and Warner Brothers, plus the deepening relationship between Oracle and TikTok. Ian Dunlap explains the power and intent behind these deals—not just for building influence, but controlling media narratives and ensuring stability across their empire. Amid all the deal-making and power plays, this Market Mondays highlight ends on a crucial message: stay committed to your portfolio, play the long game, and don’t get spooked by short-term volatility. As the media industry consolidates and the fight for viewer engagement escalates, the best assets—including Netflix—are set for years of growth. *Topics covered:*

  • Will Netflix surpass $100 again?
  • How Netflix is building a modern cable moat
  • Live sports, exclusive docs, and content strategy
  • The game-changing Paramount, Warner Bros, and Oracle moves
  • Larry Ellison’s $40B guarantee and its media power play
  • The importance of long-term investing in tech and media

Don’t miss why Rashad Bilal, Ian Dunlap, and Troy Millings all agree: holding your Netflix shares could set you up for freedom—if you play it smart and patient. #MarketMondays #Netflix #StockMarket #Investing #StreamingWars #Paramount #LarryEllison #MediaDeals #TechStocks #FinancialFreedom

See omnystudio.com/listener for privacy information.

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