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2026 Emmys Instant Reactions: Is Apple Really the New HBO? What Happened to Netflix?

35:05 recording · EN · 3 speakers

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Executive Summary AI
  • Matt Bellany and producer Craig report back from Emmy night, where Widows Bay took 14 wins including Best Comedy, breaking the record The Studio set last year, while The Pit won Best Drama with only Noah Wiley winning on the live show and HBO Max took limited series with DTF St. Louis.
  • The final network tally that the town obsesses over was Apple TV 28, HBO 21, Netflix 16, NBC/Peacock 15, Disney 15, CBS/Paramount Plus 11 and Prime Video 10, a big night for Eddie Q, Zach Van Amburg and Jamie Ehrlich.
  • Lucas Shaw of Bloomberg argues Apple undeniably makes shows Hollywood and critics love, but Widows Bay was the least watched of all the nominees, so Apple has become the streamer of choice for an elite group without HBO's mass cultural splash.
  • They trace a stratification in streaming that mirrors broadcast in the 2000s: HBO leans into library IP like The Pit, a Harry Potter show, a Big Bang spinoff and Lanterns, Netflix is judged harder because it submits the most shows, and Disney's FX went two years without a primetime win as the shine came off Ryan Murphy.
  • Matt reports FX bid on Widows Bay but Apple bought Katie Dippold's 15-year-old script in the room with a series commitment and no star attached, at roughly $5 to $6 million an episode, undercutting the knock that Apple only buys stars.

Brief overview

Apple TV's 28-Emmy night makes "Apple is the new HBO" the narrative, though its shows lack mass audiences.

  1. Apple's 28 wins reset the prestige pecking orderApple TV finished first with 28 Emmys to HBO's 21 and Netflix's 16, and Lucas expects it to start supplanting them in his year-end poll of where creators want to sell.
  2. Awards prestige no longer tracks audience sizeWidows Bay was the least watched of all the nominees, which is why Lucas says Apple still lacks the mass cultural splash HBO had even with The Sopranos.
  3. Toronto's People's Choice still predicts Best Picture18 of the last 20 People's Choice winners got a Best Picture nomination, and Matt picks I Play Rocky over The Debut and Wild Horse 9.

Questions this recording answers

10 questions, each answered where it is said
Which networks won the most Emmys this year?

Matt Bellany gives the final tally: Apple TV 28, HBO 21, Netflix 16, NBC and Peacock 15, Disney across all its labels also 15, CBS and Paramount Plus 11, and Prime Video 10. He calls it a big night for Apple TV and its executives Eddie Q, Zach Van Amburg and Jamie Ehrlich.

Which shows won the major Emmy categories?

Widows Bay won 14 Emmys including Best Comedy, breaking the record set last year by The Studio, both Apple TV shows. The Pit won Best Drama, though only Noah Wiley won an acting award on the live show. HBO Max's DTF St. Louis won limited series, Colbert won, and The Traders beat Survivor.

Is Apple TV really the new HBO?

Lucas Shaw says Apple has become a real Emmy contender over the last two or three years and makes shows Hollywood and critics love, but lacks HBO's mass-appeal cultural splash. Widows Bay, for example, was the least watched of all the nominees, while even The Sopranos had a real audience.

How did Apple end up making Widows Bay without a star?

Katie Dippold had the script in her closet for about 15 years, packaged it with director Hiro Murai, and FX was interested, but Apple bought it in the room with a series commitment and no star attached. Matthew Rhys was cast much later, and the show costs only about $5-6 million an episode.

Has HBO become less prestigious by leaning on IP?

Bellany argues HBO has gone slightly more mainstream: its big winner The Pit is basically a broadcast show, and it has a Harry Potter show, a Big Bang spinoff and Lanterns. Shaw says Casey Boyes points to The Penguin as both IP and prestige, but HBO Max's priorities are somewhat at odds.

Did Netflix have a bad year at the Emmys?

Netflix won 16 total but only three on the live show. Shaw notes it still had the second most nominations and third most wins, but Netflix now prioritises a widely watched service with prestige sprinkled in, like The Diplomat and Beef. Bellany holds it to a higher standard because it submits the most shows.

Why is FX struggling at the Emmys?

Disney got zero awards on the prime-time show two years running, with 15 total; The Bear did little and Ryan Murphy's Love Story only won a casting award, since the shine is off Murphy. Shaw says FX is on shakier footing than HBO because it is now a sub-brand tile inside another app.

Which film will win the Toronto People's Choice Award?

Both hosts pick I Play Rocky, Peter Farrelly's film about the creation of Rocky, which was the most talked-about movie while they attended, with Anthony Ippolito playing Stallone. Other contenders include Martin McDonagh's Wild Horse 9 and Jesse Eisenberg's The Debut with Julianne Moore and Paul Giamatti.

How reliable is the Toronto People's Choice Award for Best Picture?

Craig Horlbeck says 18 of the last 20 People's Choice Award winners got a Best Picture nomination, including last year's Hamnet, American Fiction and The Fablemans. Green Book premiered at Toronto, won the audience award and went on to win Best Picture despite the controversy around it.

How was the Emmys telecast hosted by Mariska Hargitay?

Bellany found Mariska Hargitay very likable with some cringy musical numbers, while Craig thought the show was much better than last year's and the host was really trying. Highlights included Michael J. Fox, the Rob Reiner tribute by Jamie Lee Curtis and Dolly Parton, John Mulaney, and the show ending early.

Key Quote
“The least watched of all the nominees.”
— Matt Bellany
Key Quote
“That's why we hold them to a higher standard.”
— Matt Bellany
Key Quote
“I just think that the shine is off Ryan Murphy.”
— Lucas Shaw
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