David Joyce

Bloomberg News Now · June 29, 2026: Fed's Cook Keeps Job For Now, Court Expands Trump Firing Power, More · 30 Jun 2026 podcast

I think there is logic to having two kind of pure plays, one on the content side, one on the distribution.

I think as long as they know what their strategy is, they can have a cleaner, more flexible path to various types of partnerships in their respective industries.

Bloomberg News Now · Cook Stays at Fed, Court Expands Trump Firing Power, More · 30 Jun 2026 podcast

I think there is logic to having two kind of pure plays, one on the content side, one on the distribution.

I think as long as they know what their strategy is, they can have a cleaner, more flexible path to various types of partnerships in their respective industries.

Bloomberg News Now · Court Keeps Cook at the Fed, Upholds Other Trump Firings, More · 30 Jun 2026 podcast

I think there is logic to having two kind of pure plays, one on the content side, one on the distribution.

I think as long as they know what their strategy is, they can have a cleaner, more flexible path to various types of partnerships in their respective industries.

Bloomberg News Now · Fed's Cook Keeps Job, Trump Allowed to Fire Agency Heads, More · 30 Jun 2026 podcast

I think there is logic to having two kind of pure plays, one on the content side, one on the distribution.

I think as long as they know what their strategy is, they can have a cleaner, more flexible path to various types of partnerships in their respective industries.

Bloomberg News Now · Fed's Cook Can Stay, Trump Firing Power Expanded, More · 29 Jun 2026 podcast

I think there is logic to having two kind of pure plays, one on the content side, one on the distribution.

I think as long as they know what their strategy is, they can have a cleaner, more flexible path to various types of partnerships in their respective industries.

Bloomberg News Now · Greenland Saga Heats Up, Netflix Soft Guidance, More · 21 Jan 2026 podcast

They did beat in the December quarter, but it's always about what are you going to do for me next?

And while the revenue guide was a little better than expected, the margin was a little bit lighter for the guidance.

So I think people are concerned that maybe the Warner Brothers discovery deal does have something to do with a long-term growth outlook that the management has that might not be as rosy as investors had.

I don't think that's yet the case.

I think that'll still take time to

Bloomberg News Now · Trump on Greenland, Netflix to Boost Program Spending, More · 20 Jan 2026 podcast

They did beat in the December quarter, but it's always about what are you going to do for me next?

And while the revenue guide was a little better than expected, the margin was a little bit lighter for the guidance.

So I think people are concerned that maybe the Warner Brothers discovery deal does have something to do with a long-term growth outlook that the management has that might not be as rosy as investors had.

I don't think that's yet the case.

I think that'll still take time to build.

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