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
Bloomberg News Now · Greenland Push Shakes Davos, No Supreme Ct. Tariff Ruling, More · 20 Jan 2026
podcast
There is still that cable networks business from Warner, which they expect to spin out.
I hope the focus really turns, and this is a distraction from this whole drama that we've seen.
But fundamentals-wise, you're absolutely right.
The company has never been in a stronger situation.
We think they will absolutely deliver on their revenue growth expectations of about 17%.
Strong operating margin, strong free cash flow.
They're expecting about $9 billion for the full year.
Bloomberg News Now · White House Defends DOJ Fed Probe, Paramount Sues Warners, More · 12 Jan 2026
podcast
The $30 per share bid, I mean, the reason why Paramount is really standing by its offer is because of this whole controversy around what the stub value of the global networks business is, the TV networks business.
Yes.
So from a financing standpoint, obviously Netflix right now has about 0.4 times of a net leverage ratio, which is way below media peers like Disney or Comcast, for instance.
But again, this is a company that has an absolutely robust balance sheet.
And as my credit colleague, Steve Flynn, constantly says, I mean, this is a company that throws out billions and billions in free cash flow.
So absolutely no problem.
Yes, their leverage will go up to about
three times.
But that shouldn't be a problem.
We do kind of anticipate them deleveraging pretty quickly, just given that they're going to be generating something like about $9 billion of free cash flow this year and something like maybe about $13 to $16 billion in 2026, 2027.
So financing really doesn't look like much of a problem at all, Ed.
what therefore is the problem if there is one is it regulators is it paramount skydance fighting back what do you think all of the above regulators definitely so just you know from first glance you have the number one streaming service in the world combining with the number three streaming service which is hbo max and that just gives them a unmatched scale you know we're looking at 450 million global streamers
Obviously, that is going to raise a lot of regulatory concern.
Showing 101–120 of 140 · page 6 of 7
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