Geetha Ranganathan

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 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, 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, discusses the intriguing potential consolidation between Paramount and Warner Bros. Discovery. She shares insights on why Paramount is considering this move and the strategic motivations behind it. Geetha also touches on the challenges of funding and regulatory hurdles that could impact the deal. With private equity talks in play, she highlights Warner's debt situation and the implications for any future acquisition, providing a fascinating look at the evolving media landscape.

In this engaging discussion, Catherine Doherty, a Bloomberg Finance Reporter, and Geetha Ranganathan, a Bloomberg Intelligence Analyst focused on US Media, dive into Netflix's impressive earnings report, which revealed $11.1 billion in revenue and $7.19 per share earnings. They analyze Netflix's strategies for growth, including content expansion and live events, alongside a look at how the market responded to these results. The conversation also touches on American Express's performance and its influence on consumer spending trends. It's a must-listen for finance enthusiasts!

Jane Lanhee-Lee, a North Asia tech reporter for Bloomberg News, and Geetha Ranganathan, a Bloomberg Intelligence Analyst on U.S. Media, delve into the anticipated U.S. retail sales and Netflix's changing reporting strategies. They explore the impact of tariffs on consumer spending and inflation, highlighting TSMC's strategic moves amid U.S. trade policies. The conversation also covers the European Central Bank's challenges and responses during economic uncertainties, providing insights into global market dynamics and the evolving landscape.

Geetha Ranganathan, a Bloomberg Intelligence Analyst on US Media, dives into the exciting transformation at Warner Brothers Discovery, detailing its split into Global Networks and Streaming and Studios. She discusses how this restructuring is poised to shape the entertainment landscape, as the company navigates the shift from traditional TV to streaming. Additionally, trade talks between the US and China are heating up in London, with implications that could sway equity markets and influence tech export restrictions.

Bloomberg analysts discuss Netflix's stellar growth, Novartis's innovation focus, and Ardent Health's IPO. Insights on combatting political misinformation on social media, navigating inflation, and investment opportunities in defense stocks

Geetha Ranganathan recaps Disney earnings, Alison Williams discusses UBS earnings, Steve Man talks about Tesla layoff fears, Christopher Ciolino discusses Caterpillar earnings, Deborah Aitken discusses Estee Lauder workforce cuts, and Michael Halen talks about how the Mideast war is affecting McDonald's sales.