Bloomberg Daybreak: Europe Edition Daybreak Weekend: Netflix Earnings, Davos Preview, China Data
10 snips
Jan 16, 2026 
Geetha Ranganathan, a Senior U.S. Media Analyst at Bloomberg Intelligence, discusses Netflix’s anticipated 17% revenue growth and strategic moves in the streaming landscape, while highlighting their pricing power. Francine Lacroix, Bloomberg's editor at large, previews the World Economic Forum in Davos, focusing on key tensions and themes like AI impacts and global policy responses. Alan Wong, Bloomberg EcoGov editor for China, analyzes crucial GDP data, China's trade dynamics, and the ongoing property market challenges, providing a comprehensive look at recent economic trends.
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Episode notes
Netflix Fundamentals Stay Robust
- Netflix's fundamentals remain strong with expected ~17% revenue growth and healthy margins.
- Sports streaming and a blockbuster 2025 content slate boost engagement and monetization avenues.
Warner Bid Seen As Strategic Content Play
- The Warner Bros. Discovery bid raises strategic questions about defensive content plays and future AI-driven franchise mining.
- Netflix may seek top-tier IP to fuel AI-era content creation and long-term engagement.
Use Engagement Metrics Not Subscribers
- Track Netflix's 'What We Watched' reports and minutes-watched metrics since subscriber counts aren't disclosed.
- Use engagement (hours per day) and comparisons with rivals to gauge competitive position.