Geetha Ranganathan

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

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

I actually think, so 32 we think is a starting point to get Warner back to the board.

Just kind of looking at the value of the networks, looking at possible termination fees, financing costs.

But really, again, we think that Warner really looks at its cable networks business.

Yes, there is no doubt that this is a declining business.

It faces a lot of secular pressure from cord cutting.

But at the same time, I mean, they do have some great assets.

They have international exposure.

You know, they can possibly sell CNN.

So they think they can extract a lot of value, which is why we think that Paramount might need to go up to about $34 to fully kind of get on board.

Yeah, what really investors need to hear is, first of all, I think everybody's looking for really good 4Q numbers.

And that should, I think that should absolutely, Netflix would absolutely deliver on that.

But I think the major thing that investors are going to focus on, Ed, is going to be guidance for 2026.

The magic number that ConsenSys is looking at is 13% revenue growth.

Should Netflix guide to anything lower than that?

I think they are going to be in trouble.

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 component.

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.

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