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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 9 in all, peaking in Jan 2026 with 4.

Appearances

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Bloomberg Tech · OpenAI Nears Deal for $100B in Funding · 19 Feb 2026 podcast

I mean, this has been a major distraction, Ed, now for, you know, over a couple of months right now.

And we've seen that even, you know, as a reflection in the stock price.

But they're really, you know, it just kind of really muddies a really clean narrative for the company.

And I think from our perspective, yes, we do see that, you know, Netflix obviously has a lot of financial firepower.

They are an absolute free cash flow machine.

They're probably going to generate about 11 billion in free cash flow this year.

There's no doubt about that.

but there is going to be the question of leverage.

So if they do take up their offer, it's currently about $27.75, they risk pushing close to almost four times leverage as they go up to maybe $30, $32.

We don't know what that final number is going to be.

And then you're going to deal with how do you reduce debt.

So it just becomes a big problem there.

And then of course you just have the general concerns with integration risk, execution risk.

And remember with this, Netflix is really acquiring a business that they always wanted to stay away from.

They're acquiring a traditional, yes they do get the library, the fantastic IP, the HBO library, which is one of a kind when it comes to scripted dramas.

But then you also really are increasing your dependence on Hollywood.

And the whole reason that Netflix has done so well, Ed, is because they have been a global powerhouse.

They have not just depended on Hollywood for content, they have gone to so many different local markets.

International has been such a big deal for them.

But as we kind of see the union contracts kind of coming up, we think that increasing the dependence on Hollywood is actually more of a negative than a positive for Netflix.

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