Strictly Business

@strictlybusiness · Podcast

Latest segments

• Netflix replaces Bajaria, 2026-10-17
  Lays out the strategy around the ouster
  Steps back from the ouster to lay out Netflix's strategy: local-language content touted in Cannes on Monday, Bajaria's globe-trotting office build-out, and the WWE, NFL and Women's World Cup deals. Context around the shakeup rather than a new development in it.
• Netflix replaces Bajaria, 2026-10-17
  Lays out the pressure behind the swap
  Lays out the pressure behind the Rice-Bajaria swap: Netflix's worst Emmys in 10 years, Ted Sarandos congratulating Apple's Widow's Bay haul, and a talent drain that cost the streamer Sean Levy, David Fincher and Noah Baumbach.
• Netflix replaces Bajaria, 2026-10-17
  Follows the layoffs on the series side
  Follows the Rice transition into its first fallout: a round of layoffs on the series side, with high-level executives and directors of series let go, and reads the decision to keep Ginny Howe as a bid for stability.
• Netflix replaces Bajaria, 2026-10-17
  Reports sources calling Bajaria a scapegoat
  Reports what sources say after the shock: Bajaria is seen as a scapegoat for pressure on Netflix, with content blamed first as it has been since tech entered Hollywood. Turns to the fallout, speculating on Dan Lin's fate and whether DeLuca and Abdi, on the market about 10 days, land at Netflix.
• Netflix replaces Bajaria, 2026-10-17
  Previews the Netflix leadership shakeup
  Opens a special Friday edition on Netflix's removal of Bela Bajaria and installation of Peter Rice as chief content officer, framing it as a messy transition that has overshadowed the Skydance shifts and previewing a discussion with two Variety colleagues.