Cordkillers 560: Adolescence, AI, and Assassin’s Creed
Netflix blows past revenue expectations, uses AI for special effects, and insists it won’t buy legacy media networks. Plus, CBS axes Colbert, Disney+ launches Homerpalooza, and Netflix greenlights Assassin’s Creed.
This week on The FULL Experience: Land of the Lost (106 - "The Stranger")
Next week: Land of the Lost (309 - "Abomidable Snowman")
YouTube: https://youtu.be/iQMnRAus50s
Supply Run
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Netflix Q2 Earnings: Revenue grew 16%, beating expectations. Netflix expects to double ad revenue this year, with 95 billion viewing hours in the first half of 2025. Top titles include Adolescence and Squid Game. The company also revealed AI-assisted effects on The Eternaut.
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Will You Pay More? TD Cowen survey shows 54% of Netflix users would pay $1 more per month, while 46% would cancel if prices rise.
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Legacy Media? Nope. Netflix CFO says they’re not interested in acquiring legacy networks, despite industry consolidation.
Search Party
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CBS Cancels Colbert: The Late Show ends May 2026 with no replacement planned.
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Disney+ Homerpalooza: Over 200 Homer Simpson episodes now stream in a dedicated hub as part of new curated “Streams.”
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Legend of Zelda Movie: Link and Zelda cast announced; release set for May 7, 2027.
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The Last of Us S3: Coming in 2027; adaptation scope TBD.
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Stranger Things 5 Trailer: Final season starts November 26, with episodes rolling out through New Year’s Eve.
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Netflix Greenlights Assassin’s Creed Series: Showrunners announced, no casting yet.
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South Park Moves to Paramount+: Trey Parker and Matt Stone sign a five-year, billion-dollar deal.
Buried Treasure
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Brian: Superman; revisiting Rick and Morty and Children of the Stones.
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Tom: Star Trek: Strange New Worlds.
Scanning the Horizon
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Netflix Ranks #3 in U.S. TV Distribution: YouTube is #1, Disney second.
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Microsoft Stops Selling Movies & TV: Users retain access to previous purchases.
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Peacock Price Hike: Premium now $10.99/month, Premium Plus $16.99/month.
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Lilo & Stitch Hits $1 Billion: First Hollywood film this year to do so; digital release July 22.
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Amazon Wins Prime Video Ads Lawsuit: Court rules ads were allowed under terms.
Chatter
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BigJim recommends Night Agent: Season 1 “Quantico meets 24,” Season 2 “OK but solid.”
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Edward Ross praises Jury Duty: Season 2 already filmed, coming to Prime Video.
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Stealth Dave proposes Firefly for Full Experience with multiple timeline options.
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Scott reflects on how commercial breaks shaped pacing in older TV shows.