Bloomberg Daybreak: Asia Edition Daybreak Weekend: Netflix Earnings, Davos Preview, China Data
Jan 16, 2026
Geetha Ranganathan, Senior U.S. Media Analyst at Bloomberg Intelligence, dives into Netflix’s impressive revenue growth projections and its strategic bid for Warner Bros. Francine Lacroix, Editor at Large, previews the World Economic Forum in Davos, discussing key themes like globalization and AI impacts. Alan Wong, EcoGov editor for China, analyzes the upcoming GDP data and China’s trade dynamics while highlighting the country's record trade surplus and challenges in the property sector. Together, they provide insights into critical economic trends.
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Episode notes
Netflix Fundamentals Still Robust
- Netflix's fundamentals remain strong with ~17% revenue growth, solid margins, and ~$9bn free cash flow guidance for the year.
- Sports and a blockbuster 2025 content slate underpin engagement despite the Warner drama.
Warner Bid Seen As Future-Proofing
- Netflix's pursuit of Warner could be strategic to secure top-tier franchises for AI-era content mining.
- Geetha suggests the deal may be more about prepping for AI-driven content opportunities than immediate engagement needs.
Use Watch Metrics As Subscriber Proxies
- Track Netflix's What We Watched reports and average member daily watch time (~2–2.5 hours) as engagement proxies.
- Use minutes-watched and ARPU trends to gauge competition versus YouTube and UGC threats.