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.

Nathan Dean, a Senior Policy Analyst at Bloomberg Intelligence, discusses President Trump’s controversial call to cap credit card interest rates at 10%, which could significantly impact banks like Capital One and AmEx. Sam Fazeli sheds light on the exciting partnership between NVIDIA and Eli Lilly, aimed at accelerating AI-driven drug discovery, while touching on Moderna's challenges. Geetha Ranganathan dives into the heated takeover battle involving Paramount Skydance and Warner Bros. Discovery, revealing the legal maneuvers and shareholder strategies at play.

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.

Roz Matheson, Bloomberg chief Asia correspondent in Singapore, outlines Spain PM Pedro Sanchez's China visit and trade, investment and political implications. Geetha Ranganathan, senior media analyst, previews Netflix's strategy, pricing moves and what to watch for in upcoming earnings. Conversation jumps between geopolitics, big deal targets and streaming content and monetization shifts.

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 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.

Kevin Tynan, veteran auto analyst explaining Tesla’s profit drop and AI/robotics pivot. Geetha Ranganathan, media analyst breaking down Comcast’s subscriber trends and spin-off strategy. Madison Muller, health reporter covering Eli Lilly’s next-gen weight-loss shot and its regulatory path. They dig into earnings, big capex moves, subscriber shifts, and drug trial milestones in clear, fast-paced conversation.