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
But I think Netflix can fight back by saying, you know, it really depends on how you define the market.
Is it just are we just looking at Netflix, Disney Plus, Amazon Prime?
Or should we be looking at Netflix versus YouTube versus Reels versus TikTok?
you know versus facebook so how do you define the market and if you look at it from a much broader perspective then the netflix and hbo max combination i mean it's less than 10 of total u.s viewing time so maybe it shouldn't really you know uh generate too much of regulatory backlash so again it all comes down to how the antitrust authorities are going to view this transaction
Yeah, I think after, you know, Caroline, you come off of fiscal 2025 delivering 19% EPS growth.
You know, you obviously have some very solid momentum in the business.
Yes, granted, fiscal, you know, first quarter of 2026 looks a little light.
They're dealing with a lot of different cost issues, whether it's on the studio side in terms of launch costs for customers.
you know cruises so there's a little bit of all of that that they have to contend with but i think you know the the street was really expecting i think something much more specific and much more concrete uh something better than just double digit eps growth for 2026 especially when they have the benefit of a lot of different catalysts that come in fiscal 2026.
I think a little bit, Ed.
I mean, we know that the Disney succession issue has really been bungled so many times right now.
This has been an ongoing question for them for almost a decade, I would say.
It seems like things are moving in the right direction.
It's kind of turning into, I think, a two-horse race between Dana Walden, who heads the creative division at Disney, as well as Josh DeMauro, who heads the parks.
And this has kind of been the eternal question for Disney.
Do you have somebody who is at the head of creative, who can talk to talent, who can talk to all of those Hollywood executives?
Or do you need somebody who heads the parks, which is basically 60% of the company's profit?
I really don't know how it's going to shake out.
Maybe they have a co-CEO structure like Netflix, like Spotify is doing.
But again, we have to wait and watch till the end of March.
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