Bloomberg Daybreak: US Edition Daybreak Weekend: Netflix Earnings, Davos Preview, China Data
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Jan 16, 2026 
Geetha Ranganathan, a Senior U.S. media analyst at Bloomberg Intelligence, dives into Netflix's shifting landscape, discussing revenue growth and metrics like 'What We Watched'. She emphasizes Netflix's pricing strategy and upcoming AI-driven content plans. Alan Wong, EcoGov editor for China, examines the country's GDP growth targets, suggesting high-tech sectors like EVs are key players, while addressing trade dynamics and inflation concerns. Both guests offer keen insights into how these giants shape the economic narrative in their respective sectors.
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Netflix's Fundamentals Stay Robust
- Netflix remains fundamentally strong with expected ~17% revenue growth, solid margins, and ~$9B free cash flow for the year.
- Geetha Ranganathan highlights a blockbuster content slate and successful sports streaming as engagement drivers.
Why Netflix Might Want Warner's IP
- Netflix's pursuit of Warner Bros. Discovery raises questions about defensive IP strategy versus internal engagement needs.
- Geetha Ranganathan suggests Warner's franchises could be valuable for an AI-driven content future.
Use Engagement Metrics Over Subscriber Counts
- Track Netflix's 'What We Watched' reports and daily engagement metrics to infer user activity after subscriber counts stopped being disclosed.
- Use minutes-watched and comparisons to YouTube to judge competitive positioning.