Geetha Ranganathan
speaker
140 appearances
9 recordings
2 series
first heard Nov 2025
last heard 17 Jul
Geetha Ranganathan’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 9 in all, peaking in Jan 2026 with 4.
Appearances
Because, you know, at the end of the day, Disney has such a fantastic product portfolio with, of course, streaming.
But then you have movies and you have theme parks and you have merchandise and you have video games.
And it's really, you know, Josh DeMauro kind of setting the stage for achieving that whole next phase of growth by leaning more heavily into that Disney Plus experience, right?
With video games, you have access to a whole new audience, a much younger audience, you know, whom you can sell into.
And that's exactly what he's planning to do.
But it's really about reinvigorating the content engine as a whole.
And I think he did a pretty good job of convincing investors that he knows exactly what he's doing and he has a plan in place.
Yeah, so for Warner Brothers, it's just such a completely different story.
I mean, I think, you know, fundamentals, their earnings, that's a little bit of a sideshow here.
all about M&A.
We do know that one of the numbers that we're going to be looking for, as the street will be, is TV advertising revenue and advertising revenue in general.
We do expect a pretty dismal quarter, if you can call it that, for TV advertising, just because...
Warner Brothers Discovery lost its rights to the NBA, and so that is definitely going to have a huge impact.
But other than that, any color that they can offer, just generally from an M&A perspective, although I doubt they will do that.
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Yeah, absolutely.
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