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Nancy Tangler

๐Ÿ‘ค Speaker
155 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Dell Raises AI Server Sales Outlook While HP Cuts Jobs

And I think NVIDIA still only really has one bear on Wall Street who just boosted his estimates for the company's earnings going forward.

Bloomberg Tech
Dell Raises AI Server Sales Outlook While HP Cuts Jobs

Yeah, so we have Paramount, Comcast, and Netflix.

Bloomberg Tech
Dell Raises AI Server Sales Outlook While HP Cuts Jobs

They all have some differences with their bids, with the obstacles facing them here, but those are the players going for Warner Brothers Discovery's assets.

Bloomberg Tech
Dell Raises AI Server Sales Outlook While HP Cuts Jobs

So Comcast and Netflix, they're going for streaming and studios.

Bloomberg Tech
Dell Raises AI Server Sales Outlook While HP Cuts Jobs

They want those big profit sectors for Warner Brothers Discovery.

Bloomberg Tech
Dell Raises AI Server Sales Outlook While HP Cuts Jobs

Paramount wants the whole thing.

Bloomberg Tech
Dell Raises AI Server Sales Outlook While HP Cuts Jobs

They'll take the cable networks too, even though we've seen so many people cut the cord and shift from cable to streaming.

Bloomberg Tech
Dell Raises AI Server Sales Outlook While HP Cuts Jobs

Yeah, it's a great question.

Bloomberg Tech
Dell Raises AI Server Sales Outlook While HP Cuts Jobs

It's something a lot of investors are thinking about.

Bloomberg Tech
Dell Raises AI Server Sales Outlook While HP Cuts Jobs

With Paramount, we know that the CEO, David Ellison, he's spoken about the positive relationship that he has with President Trump.

Bloomberg Tech
Dell Raises AI Server Sales Outlook While HP Cuts Jobs

So that could help smooth things over on a regulatory front.

Bloomberg Tech
Dell Raises AI Server Sales Outlook While HP Cuts Jobs

The thing with Netflix is that there are questions about if both streaming services were under Netflix, if HBO Max got added to Netflix, would they dominate and have too much market share?

Bloomberg Tech
Dell Raises AI Server Sales Outlook While HP Cuts Jobs

Yeah, so the role he plays with whatever shakes out, that is a big factor here.

Bloomberg Tech
Dell Raises AI Server Sales Outlook While HP Cuts Jobs

We know he's someone who still wants to stay in the mix.

Bloomberg Tech
Dell Raises AI Server Sales Outlook While HP Cuts Jobs

And I think a lot of the investors, the shareholders, they're all thinking about what role Zaslav will play after a deal.

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