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USC Drops Out of AP Top 25 Poll After Wisconsin Loss, UCLA Rises Again
Both the USC Trojans and the UCLA Bruins had their rankings in the Associated Press Top 25 poll following their results from Saturday. View this post on Instagram A post shared by LA Sports Report (@lasportsreport) What Happened to USC’s Ranking? Following their loss to Wisconsin on Saturday, USC dropped out of the Top 25. […] The post USC Drops Out of AP Top 25 Poll After Wisconsin Loss, UCLA Rises Again appeared first on LA Sports Report.
Asher Grunis steps down from leading Submarine Affair commission due to health concerns
Supreme Court President Isaac Amit appointed retired Supreme Court justice Zvi Zylbertal to replace Grunis and lead the commission on Sunday.
Blanche says Trump isn't trying to meddle with Alaska election results by suing over Senate race
Blanche told CNN's “State of the Union” that President Donald Trump, who said Friday that he was "the one that said do it,” is not trying to overturn state election results “in any way, shape or form” on the cusp of the Nov. 3 election.
Ramaswamy built his political career in NH. It's faltering in Ohio.
Many New Englanders remember Ramaswamy from his mad-dash presidential campaign in New Hampshire. Will his political career survive a tumultuous run for Ohio governor?
Navigating D1 pressure: how student-athletes balance their mental health
Mental health affects everyone, including athletes who have a really good way of hiding it. Research shows that mental health issues affect roughly 39-44% of Division I athletes. Behind game day, good game performance, and navigating life in college, D1 athletes are constantly trying to balance high expectations with their own well-being. It’s not...
Warriors honor Bay Area sports reporter Michael Wagaman
After Michael Wagaman passed away in early August, Dallas Braden took time to tribute him during his call of the Athletics’ game on NBC Sports Bay Area and California. Wagaman had covered Bay Area sports teams since 1996, including for the Associated Press, and freelanced for NBC Sports Bay Area and California at the time…
Browns injury update: Is Denzel Ward playing against the Titans?
The Browns will enjoy the presence of their top cornerback in Week 7.
Opposition leader María Machado returns to Venezuela
Machado had left the country just a month before the US government seized Venezuelan President Nicolás Maduro.
Americans have a grief problem we still call a mental health problem
OPINION — Americans have become much better at talking about mental health. We have learned words such as trauma, post-traumatic stress disorder, depression, anxiety, burnout, compassion fatigue and moral injury. That vocabulary matters.
Obama and Trump wage one last battle for even more urgent stakes
Two decades ago, Barack Obama stormed battleground states rebuking a Republican president over a deeply unpopular war and an economy that was crushing working Americans.
ESMO: Roche touts ‘convincing’ phase 3 KRAS data after win over rivals
Roche has shed more light on its investigational KRAS G12C inhibitor's phase 3 victory over Amgen’s Lumakras and Bristol Myers Squibb’s Krazati. The open-label Krascendo 1 trial enrolled 338 people with previously treated KRAS G12C-mutated non-small cell lung cancer (NSCLC). Patients who had already received a KRAS G12C inhibitor or pan-KRAS/RAS inhibitor were excluded from the trial. Participants received either divarasib once daily, Lumakras once daily or Krazati twice daily. Roche announced back in July that divarasib had demonstrated statistically significant improvements in progression-free survival (PFS) and overall survival (OS), meeting the trial’s primary and key secondary endpoints. But the Swiss pharma had been holding back the detailed data until now. At the European Society for Medical Oncology (ESMO) Congress in Madrid, Roche revealed that median OS for the 167 patients who received divarasib was 17.7 months, compared to 12 months for the 171 patients who received Lumakras or Krazati. The benefit was similarly clear when it came to median PFS, which stood at 9.8 months versus 5.7 months, respectively. A total of 44% of patients receiving divarasib were alive without disease progression at one year, compared to 24% of the control group, according to Roche’s presentation. It was a similar story for the objective response rate, which came in at 58% for divarasib versus 32% for the control group, while median duration of response was 11.9 months versus 6.9 months. Stefan Frings, M.D., Ph.D., deputy chief medical officer at Roche Pharma, told Fierce that the data made for a “very comprehensive, strong package, which should be convincing to health authorities.” “It’s an important advance for patients with lung cancer,” Frings said in an interview at a Madrid hotel during the conference. “It's a second-line setting, and patients who receive divarasib benefit compared to the current first-generation KRAS G12C inhibitors by having far longer overall survival,” he continued. “They live longer. They have better progression-free survival, better response rates, and with a safety profile which is—if [anything]—even better,” he said. According to Roche, 4.8% of patients receiving divarasib discontinued treatment due to treatment-related adverse events, compared to 11.7% in the control group. Serious treatment-related adverse events were also less common with divarasib, at 7.8% versus 15.2%. Roche’s confidence in divarasib had been building even before this phase 3 success. The candidate had already shown better potency and selectivity than the incumbent KRAS G12C inhibitors Krazati and Lumakras in preclinical tests. After cross-trial comparisons suggested that the edge translated into better clinical outcomes, Roche axed a study comparing divarasib to the chemotherapy docetaxel and went toe-to-toe with Lumakras and Krazati. “We designed the drug on purpose with higher potency and better selectivity,” Frings explained. “So, based on preclinical models, we clearly knew it would be superior to the first generation.” “It’s honestly not so frequent that pharma companies go head-to-head,” he added. “But if you want to make a point, if you want to convince payers, prescribers and patients … then a head-to-head win is rather rewarding.” While Amgen and BMS reached the regulatory finish line first for KRAS G12C-mutated, locally advanced or metastatic NSCLC in 2021 and 2022, respectively, they have struggled to capitalize on their head start. Krazati brought in $55 million for BMS in the second quarter, while Lumakras delivered $111 million to Amgen. For its part, Roche is aiming for peak divarasib sales of 1 billion to 2 billion Swiss francs ($1.2 billion to $2.5 billion), according to Frings. The Big Pharma is currently recruiting patients into a phase 3 trial comparing divarasib plus Keytruda against Keytruda plus chemotherapy in previously untreated advanced or metastatic nonsquamous KRAS G12C-mutated NSCLC. Roche has previously suggested that sales in metastatic disease would account for most of the forecast. Frings was tight-lipped on the exact timeline for a regulatory filing but said the Swiss pharma is “certainly keen to get this to as many patients as possible around the world.” Roche has more RAS drugs coming up behind divarasib. The pharma has already launched phase 1 trials of a pan-RAS inhibitor called RG6505 and a KRAS G12D inhibitor dubbed RG6620 in solid tumors. Roche’s partner Chugai Pharmaceutical is also testing a pan-KRAS inhibitor called AUBE00. Roche has made a “deliberate effort” to test a range of RAS drugs, Frings said. “If you have many rare mutations and you are scrambling to find sufficient patients, a pan-RAS inhibitor makes a lot of sense,” he explained.
Florida political leaders mourn after shooting at FAMU homecoming
Florida politicians express grief after a shooting near FAMU homecoming festivities injured multiple people.
Brazil votes in a tense Lula vs. Bolsonaro runoff with U.S. influence over Latin America at stake
The election pits the left-of-center veteran politician Lula against Bolsonaro, an ally of U.S. President Donald Trump and the son of imprisoned former President Jair Bolsonaro.
Michigan Gov. Gretchen Whitmer says America is ready to elect a Woman
The Michigan governor did not deny that she was exploring a potential run for president in 2028.
World's Fastest Lawnmower Company Is Officially Going Out Of Business
Dixie Chopper made the world's raddest lawnmowers for almost half a century, but its story is now coming to an end.
Manchester United vs Bournemouth: Live updates from Old Trafford
Under-fire Manchester United manager Michael Carrick is under enormous pressure heading into today’s Premier League clash with Bournemouth on the back of a seven-game run without a win.The boss has ...
Trump touts U.S. oil business making ‘hundreds of billions’
President Trump tells rallygoers in Georgia that the United States’ oil and gas business is making “hundreds of billions of dollars because of what’s happened in the Middle East,” and predicts that prices at the pump will “come way down.”
'All INdiana Politics': Engling, Ballard clash over restoring credibility to Indiana Secretary of State Office
INDIANAPOLIS — On Sunday’s edition of “All INdiana Politics,” Government Reporter Garrett Bergquist sat down with two candidates who are running for secretary of state, Republican Max Engling and independent Greg Ballard. Both candidates outlined contrasting approaches to restore credibility to an office plagued by controversy under outgoing Secretary Diego Morales. They both presented different […]
Adam Schiff responds to DOJ’s Alaska threat: ‘it’s Alaska’s business’ to run elections
In an exclusive interview with Meet the Press, Sen. Adam Schiff (D-Calif.) says “it's not the federal government's business to run Alaskan elections,” after the Justice Department sued to block certification of Alaska’s election results if Sen. Dan Sullivan loses, due to another candidate with the same name appearing on the ballot.
At Issue: Oct. 25 focuses on political advertisements, Rep. John McGuire candidate profile
In less than two weeks, the votes will be in and you will know who will represent your hometown in Congress. But until then, the political advertisements will target you on every device and platform.
Trump campaigns in Michigan one day after Obama rallied against him
President Donald Trump will campaign for nominee Mike Rogers in Michigan, a day after former President Barack Obama criticized his administration in the state. Follow for live updates.
Trump's midterm swing brings him to Michigan as Republicans aim to undermine El-Sayed in Senate race
President Donald Trump's busy midterm campaign schedule is bringing him to Michigan, where Republicans hope to claim an open Senate seat on Election Day | Newsradio 1140 WRVA
Trump's midterm swing brings him to Michigan as Republicans aim to undermine El-Sayed in Senate race
President Donald Trump's busy midterm campaign schedule is bringing him to Michigan, where Republicans hope to claim an open Senate seat on Election Day.
Trump's midterm swing brings him to Michigan as Republicans aim to undermine El-Sayed in Senate race
President Donald Trump's busy midterm campaign schedule is bringing him to Michigan, where Republicans hope to claim an open Senate seat on Election Day.
Names in the News: People shaping the future of Lake Area business
The Sculptry promotes staff The Sculptry, Southwest Louisiana’s premier medical aesthetics clinic, has expanded its leadership team with the announcement of new positions for key staff members. Amber Pauley, RN, […]
Sources: Leeds hit by new hurdle in Nicolo Tresoldi race
Daniel Farke in a press conference with Leeds, with Paraag Marathe at Elland Road
Utah Jazz Must Let Darryn Peterson Feel the Pressure
Shielding Utah’s prized rookie from high-stakes moments only stunts his growth. To secure their future, the Jazz must force Darryn Peterson to embrace the game-deciding pressure now.
MEDIA ADVISORY – MONDAY – HEALTH EXPERTS CALL OUT HARTFORD AS AN ‘ASTHMA CAPITAL’
FOR IMMEDIATE RELEASE Contact: Joe O'Leary | Joe.OLeary@cga.ct.gov | 508-479-4969 MEDIA ADVISORY – MONDAY - HEALTH EXPERTS CALL OUT HARTFORD AS AN 'ASTHMA CAPITAL' Who: State Senator Saud Anwar, Senate Chair of the Public Health Committee; Dr. Mark Mitchell, Environmental Justice Leader; the Executive Director and New England Executive Director of the Asthma and Allergy Foundation of America; representatives from…
Scientists reveal the hidden danger of missing blood pressure medication
Missing blood pressure medication could mean losing much of its protection against heart attacks and strokes, according to an analysis of more than 91,000 people. Patients who consistently took their medication experienced an 11% reduction in major cardiovascular events, while those who missed too many doses saw little or no measurable benefit.
Svilar eyes return from injury vs Manchester United
Gian Piero Gasperini can hope for a return to goal for his regular starter before the new international break. According to Riccardo Trevisani on Radio Manà Manà Sport Roma, Mile Svilar could recove...
Sarkozy's son warns violent protests in France could worsen amid political unrest
Louis Sarkozy, son of former French President Nicolas Sarkozy, discusses violent unrest in France, the influence of far-left groups and the country’s immigration and economic challenges.
Paris Pressure: Saints Must Block Out the Chaos and Finish Their Business Against the Steelers
Google DeepMind exec shares skills that can make graduates stand out
Extra-curricular activities on a CV show if someone has a preset for "lifelong learning," said Google DeepMind exec, Lila Ibrahim.
Chicago Bears stadium becomes a political game as midterms near. Can it score for Republicans?
The saga over where the future home of the Chicago Bears has become about more than just sports. For Republicans, and GOP governor nominee Darren Bailey in particular, it represents a political Hail Mary to find a subject that captivates…
Opinion | Trump Should Stay Out of Brazilian Politics
The president seems not to understand that the global standing of the United States suffers when he plays into the stereotype of the ugly American.
The educational divide could spell trouble for Republicans
Republicans tend to run better among voters without a college degree than those with one, which has battered Democrats in recent presidential elections. But that same pattern could give Democrats a potentially decisive boost in next month’s midterms.
That Ramaswamy ad is repugnant. And it will eventually be seen as a gift to Trump
If Ramaswamy goes down, Trump will spin it that Democrats and the corrupt media misrepresented the ad and lied about Ramaswamy.
Nevada's Republican governor fights to survive Trump undertow
Joe Lombardo is no MAGA warrior, but his Democratic opponent ties him to the president at every opportunity. Lombardo hopes Nevada voters judge him on his performance, not Trump's.
Forget shopping for gifts — receiving them is stressing us out
Experts offer tips on how to manage the feelings of disappointment, guilt or anxiety when you get a bad or inappropriate present.
Indicators 2026: Medicaid changes could put new pressure on hospitals, health care providers
WILKES-BARRE — In Northeast Pennsylvania, Medicaid covers a significant portion of the population.
3 mental health habits that may help your blood pressure
Exercising and eating a healthy diet are important. But your mindset may benefit your health, too.
Dana White Praises Merab Dvalishvili After UFC 333
UFC president Dana White praised bantamweight fighter Merab Dvalishvili following his fight against Petr Yan at UFC 333.In the trilogy championship bout between Yan and Dvalishvili, the two long-time rivals went the full 25 minutes and put on an absolute show as they went back and forth for five rounds before Yan ultimately edged out […] The post Dana White Praises Merab Dvalishvili After UFC 333 appeared first on HEAVY.
Bayern bosses offer differing assessments of Lennart Karl’s development
Bayern Munich honorary president and supervisory board member Uli Hoeneß has spoken strongly about Lennart Karl, insisting that the highly rated youngster is still far from being a superstar. In an i...
Where to watch Kansas vs. Duke basketball: Channel, live stream, time, TV schedule for men's exhibition game
It's a preseason matchup of blue bloods as Duke visits Kansas on Sunday. Here's when and where to tune in.
What business thinks of the politicians and parties
Business leaders are hard to impress this election. In the Herald's annual “Mood of the Boardroom” survey, they give poor or middling marks to almost the whole political class, including the two former business executives running the Government's economic policy, and several ratings are among the wo
Politics: Trump's prioritization of Iowa not unusual
The big news in Dubuque late last week was that President Donald Trump will hold a rally here just two days before Election Day.
Takeaways from BYU’s Exhibition Win Over UNLV
BYU finished off its preseason slate with an 89-77 exhibition road win over UNLV Saturday afternoon in Las Vegas. BYU won a closed scrimmage 102-53 versus Long Beach State, beat Nebraska 72-61 last week, and closed things out with a double-digit win over the Rebels. BYU trailed 42-30 late in the first half, but ended […]
Economic woes transform the Midwest into a massive midterms battleground
Democrats could be poised for a revival in the heartland, as furor over high costs and doubt about President Donald Trump’s willingness to change the nation’s trajectory threaten to loosen the GOP’s grip on working-class voters.
Adams County Health Department participates in Drug Take Back Day 2026
For Drug Take Back Day, people were encouraged to drop off expired or unwanted medicine and prescription at Adams County Health Department Saturday.
Miami's Israeli gold rush: Michelin-starred restaurants, billion-dollar deals and booming businesses
From a Michelin-starred kosher restaurant and Eyal Shani's growing presence to massive real estate deals, Israeli businesses are flourishing in Miami; but soaring costs, bureaucracy and distance from family are testing the American dream
Obama seeks to shore up Abdul El-Sayed with Black voters at Michigan rally
The former president spoke alongside the Democratic Senate nominee in Detroit as the Senate contest could come down to the city’s large Black electorate
On the agenda: Chevron health risk findings, gun violence study and 23rd Street safety
The Richmond City Council meets Tuesday, October 27, to hear the Bay Area Air District's health risk assessment of the Chevron refinery, consider competing traffic safety proposals after two pedestrian deaths on 23rd Street, and hear a presentation about the city's Office of Neighborhood Safety. A special meeting
What Bears Saw Before Hims & Hers Health Slid
If you only glanced at the headlines on Hims & Hers Health, the story looked exciting. AI-native care, GLP-1 partnerships and global expansion sounded like the textbook setup for a win. For Hims & Hers Health shareholders, the loss over the past year was 43.2%, including dividends. If you had been deciding whether to buy on 23 October 2025, what clues were already on the table about rising costs, legal risk and dilution pressure? Hims & Hers Health is not the only name tied to this theme...
Obama jokes about the ‘well-known evil empire, Canada’
Former President Barack Obama expressed astonishment as he condemned President Donald Trump’s tariffs on Canada during a rally in support of Michigan’s Democratic Senate nominee Abdul El-Sayed in Detroit, Michigan on Saturday.
Trump says US will do business with Ukraine, Russia after war ends
US president says he would like to ‘get back to life where Russia and Ukraine make a deal’ | Anadolu
Barack Obama rallies Michigan crowd for El-Sayed, saying he’s ‘fighting for real change’
Former president speaks to rapturous crowd of thousands in support of Democrat Abdul El-Sayed for US Senate
Job-based health plans get more expensive, with little relief in sight
Rising healthcare premiums and worker contributions are putting significant financial pressure on American families and employers, with experts projecting even steeper cost increases for upcoming plans.
Has Deion Sanders Started to Feel the Pressure in Colorado?
With a ballooning salary and a losing record, Coach Prime faces a harsh reality in Boulder as the Buffaloes struggle to snap a decades-long postseason drought.
Adams County Health Department participates in Drug Take Back Day 2026
Residents were encouraged to drop off expired or unwanted medicine and prescription at Adams County Health Department for Drug Take Back Day.
Tiger Woods Gets Double Good News as Vanessa Trump Shares Health Update
Tiger Woods remains a presence in golf through his playing career, business ventures, and course-design work. His TGR Design firm has worked on several projects, while a proposed development in Northern Ireland has attracted attention from the golf industry.Away from golf, Woods has also drawn public interest through his relationship with Vanessa Trump. The couple […] The post Tiger Woods Gets Double Good News as Vanessa Trump Shares Health Update appeared first on HEAVY.
Trump, Who Once Called Early Voting ‘Ridiculous,’ Casts a Midterm Ballot
The president voted at a polling station in Palm Beach County, Fla.
Obama, in Ohio, assails 'cruelty' from Trump in campaign
Former President Barack Obama has stepped into one of America's ugliest midterm fights as he works to rally Democratic voters in battleground Ohio.
In first midterm rally, Obama blasts Trump administration
Democrats have embraced the former president as their most effective closing messenger in the final weeks of the high-stakes midterm campaign.
Trump casts his midterm ballot early in Florida
President Donald Trump has cast his ballot in the midterm elections, voting for all Republicans in Florida before speaking at a Georgia rally | WWJ Newsradio 950
Trump casts his midterm ballot early in Florida
President Donald Trump has cast his ballot in the midterm elections, voting for all Republicans in Florida before speaking at a Georgia rally. Trump and first lady Melania Trump arrived
Los Angeles health authorities report 2nd second rabies-positive raccoon
In a follow-up on the report a rabies-positive raccoon found in Los Angeles County, the first in more than 5 decades, the LA County Department of Public Health is investigating a second rabies-positive raccoon found in the Westlake Village area of Los Angeles County. Public Health has confirmed that the first raccoon was positive for a variant of rabies typically found in bats. Strain testing for the second raccoon is currently pending. The second rabid raccoon was found in a backyard in the vicinity of where the first raccoon was reported and appeared sick and aggressive. No residents or pets were exposed to the raccoon. Two people at a worksite may have been exposed to the raccoon and are receiving recommended follow-up for rabies post-exposure prophylaxis. The World’s Deadliest Viruses Prior to these detections, the last confirmed rabid raccoon in Los Angeles County was detected in 1973, when the skunk variant (strain) of rabies was still present in the County. That strain has not been detected in Los Angeles County since 1979. In 2014, a skunk infected with the bat variant of rabies was detected in Long Beach. “The detection of rabies in another raccoon is an important reminder to never touch, handle, or feed any wild animals, even when they appear healthy,” said Muntu Davis, MD, MPH, Los Angeles County Health Officer. “Always keep a safe distance from wildlife and contact your local animal control if you encounter an animal that appears to be sick, injured, or behaving unusually. It is also critical to ensure your pets are up to date on rabies vaccination so they are protected before any potential exposure. Keeping your pets vaccinated is one of the most important steps you can take to protect your entire family.” Outbreak News Today is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Subscribe
Obama describes Trump as an agent of ‘chaos and cruelty’ in midterm elections pitch
The former president on Saturday also criticized Republican Vivek Ramaswamy’s attack ad featuring the estranged mother of Amy Acton, his Democratic rival for governor.
Barack Obama to rally for Abdul El-Sayed in Michigan ahead of key US Senate race
The former Democratic president is showing major support in Detroit for the progressive Michigan candidate in final days before US midterm elections
This US House district was once a political battleground. Now it shows why Congress is dysfunctional.
Swing seats, meaning districts that a presidential candidate won by 5 percentage points or fewer in the previous election, are disappearing from the national map.
On Invoking History
Bruno Fernandes’ post-match interview after the humiliating loss to Como took aim at many things, including the tendency to analyse the club’s present in relation to its past. Fernandes wasn’t disrespecting it but suggesting that these are very different times. Just a week earlier, Lisandro Martinez stated that we don’t have to go that far […]
LIVE! Watch UFC 333 Post-Fight Presser
With UFC 333 officially a wrap after an entertaining card earlier today (Sat., Oct. 24, 2026) LIVE on Paramount+ from inside Etihad Arena in Abu Dhabi, United Arab Emirates, fight fans can now check out the post-fight press conference video above for all the best reaction and official bonus winners. On a day that featured […]
An electronic health record tool for exercise prescription may reduce fall rate among older adults
In a large randomized clinical trial among 22 primary care practices, use of an electronic health record-integrated clinical decision support tool known as…
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.
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