Geetha Ranganathan

Geetha Ranganathan, a Bloomberg Intelligence media analyst, shares insights on Disney's earnings, highlighting the significance of parks and streaming amidst tough competition. Paul Sweeney discusses content strategies and the impact of cord-cutting on viewership. Sofia Orta e Costa dives into Portugal's Web Summit, exploring AI and tech investments while Catherine Lim provides a peek at China's Singles Day, noting consumer trends and the evolving e-commerce landscape. Together, they unveil key challenges and opportunities in entertainment and retail.

Amanda Lynam from BlackRock dives into the crucial role of short-term funding and credit market dynamics, highlighting a constructive outlook for 2026. Geetha Ranganathan, a media analyst, analyzes the Netflix-Warner Bros. bidding wars, discussing valuation mechanics and regulatory concerns. Victoria Fernandez shares insights on equity market positioning and sector rotations, urging investors to temper their return expectations for 2026 while keeping an eye on credit selectivity and yield curves.

Lee Klaskow, a Senior Transport Analyst, analyzes UPS's positive earnings, highlighting strategic shifts that fuel cautious optimism in logistics. Michael Halen, Senior Restaurant Analyst, discusses Starbucks' recent sales decline and leadership changes under CEO Brian Nickel. Geetha Ranganathan, a US Media Analyst, explores the implications of Disney's leadership succession plans. Kiel Porter reports on safety issues at Rivian's plant, while John Butler examines the earnings landscape for AT&T and Verizon. Finally, Chris Gadomski shares insights on future advancements in nuclear reactor technology.

Geetha Ranganathan, a U.S. media analyst, dissects Disney's disappointing Q4 results, emphasizing challenges in studio expenses versus the success of parks and streaming. Woo Jin Ho, a senior tech analyst, highlights Cisco's positive earnings and its potential to capture AI spending, projecting significant revenue growth. Poonam Goyal, an e-commerce analyst, explores the athleisure market, pointing to Adidas's resurgence and Nike's continued dominance while analyzing competitive pressures and product innovations. Their insights reveal the evolving dynamics of these major industries.

Geetha Ranganathan, a U.S. media analyst with Bloomberg Intelligence, dives deep into Netflix's impressive content performance and evolving advertising strategies. She highlights key revenue drivers suggesting a strong outlook for engagement. Meanwhile, Paul Allen, a Bloomberg reporter from Sydney, discusses the upcoming meeting between Trump and Australian PM Albanese, focusing on critical minerals and AUKUS tensions, which are central to U.S.-Australia relations. Their insights shed light on market dynamics and geopolitical implications.

Geetha Ranganathan, a Bloomberg Intelligence Analyst on US Media, dives into Disney's mixed earnings, highlighting streaming and park growth against economic pressures. Mandeep Singh, a Senior Tech Analyst, explores Palantir's valuation challenges and its competition with giants like Microsoft. Christopher Ciolino discusses Caterpillar's earnings, hinting at a machinery market recovery. Lastly, Michael Halen shares insights on McDonald’s robust sales growth through strategic menu items, showcasing resilience in the restaurant industry amid economic uncertainties.

Geetha Ranganathan, a Bloomberg Intelligence analyst focused on U.S. media, discusses Netflix's landmark acquisition of Warner Bros. Discovery, positioning it as a strategic move in the AI-driven streaming landscape. Jennifer Rie, an antitrust expert, delves into regulatory implications and how politics might sway merger outcomes. Wu Jin-ho analyzes HPE’s earnings amid rising competition and AI server demand. George Ferguson talks about Southwest Airlines grappling with profit shifts due to external pressures, providing insights into the evolving airline industry.

Geetha Ranganathan, a Bloomberg Intelligence Analyst, breaks down the implications of mixed signals in U.S. retail, especially amid tariff wars. Jane Lanhee Lee provides insights into TSMC's strategic $100 billion investment in U.S. chip factories in response to trade tensions. Yana Randow discusses the upcoming ECB meeting and the complexities of monetary policy in uncertain economic times. Expect revelations on Netflix's pivot to advertising and the impact of global economic factors on consumer behavior.

Geetha Ranganathan, a media analyst at Bloomberg Intelligence, teams up with Paul Sweeney, a veteran media sector reporter, to dissect Disney's earnings and the streaming landscape. They dive into ESPN's challenge of balancing linear and streaming audiences. Meanwhile, Sofia Orta e Costa shares insights on Portugal's Web Summit, highlighting the nation's tech strategy and the impact of massive data center investments. Catherine Lim analyzes China Singles’ Day, discussing consumer trends and the effect of government support on retail dynamics.

Mandeep Singh, a Senior Tech Industry Analyst at Bloomberg Intelligence, dives into Palantir's high valuation and its unique data ontology advantage for AI. Michael Halen, the Senior Restaurant and Foodservice Analyst, discusses Yum! Brands' strategic review of Pizza Hut, suggesting divestiture options amid consumer softness. Geetha Ranganathan, a U.S. Media Analyst, highlights Spotify's strong user growth and market dominance, while addressing its hefty royalty payments and the competitive landscape against Apple Music.