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

So a couple of different things.

I think a lot of it hinges on what the outcome of this whole Warner Brothers discovery deal is going to be.

But then Netflix also has some problems.

They have shown that they haven't really been able to grow engagement.

And a lot of people have argued that maybe that is why that they're pursuing Warner Brothers discovery in the first place.

So, you know, they have a couple of things to do in terms of increasing their operating margin, in terms of boosting engagement.

And if they do that, then I think management has a pretty good story why they don't need Warner Brothers discovery.

Bloomberg Tech · Netflix’s Amended Offer Puts Pressure on Paramount · 20 Jan 2026 podcast

Yeah, this really ramps up the pressure on Paramount because really the ball is now in their court.

They've been arguing for the longest time that the Netflix offer obviously is not that great because it had that stock confident.

Now obviously Netflix making it an all cash deal.

And now really what this hinges on is the value of the cable networks business.

So remember Netflix is only buying the studio and streaming assets.

There is still that cable networks business from Warner

which they expect to spin out.

And if you read a filing that was put out by Warner today, they have those cable networks valued anywhere from about $1.50, depending on how you value it, per share, going up to as high ed as about $7 a share.

So, again, I think they believe that they can actually extract more value if they go ahead and they complete that spin-out.

So, now, really, this is really kind of up the ante for Paramount.

They have to raise their bid significantly, I would think, in order to sway Warner's board.

Heather, you think $32 is the magic number.

Why?

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