Rick Munarriz

speaker
529 appearances 6 recordings 1 series first heard Oct 2025 last heard 24 Feb

Rick Munarriz’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
2 · Jan OctJan 26AprJulnow

Recordings per month over the last 12 months — 6 in all, peaking in Jan 2026 with 2.

Appearances

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So, I think this is the kind of thing that would definitely put Skydance, Paramount, and Warner Brothers, all three together in one company, would be very, very interesting, very, very compelling.
competitive.
They don't have the money on their own.
They're turning to sovereign wealth funds, which I know seems like a weird thing, but Electronic Arts had the same thing a couple of months ago.
We're already used to this by now, that sometimes you're getting international money with these deals, but they're not doing governance to the actual thing, so that's good.
I think it's an interesting thing.
I don't think this is the last word,
i hope this doesn't become a bidding war because then whoever wins will be a loser whether it's paramount or netflix but i'm really curious how this yeah definitely a story that was already interesting became much must watch tv right now okay yes or no sandmeat will there be an ongoing bidding war for warner brothers discovery
I'm going to go with a beat and raise on this one.
I guess I'll explain it later, but I think you just want me to say beat and raise right now.
Dave, how about yourself?
Yeah.
So, again, Zoom, it's like this toy you stashed away in the 2020 time capsule, but you forget to take out the battery.
So, it's still going.
And I think people don't realize, this is the fourth consecutive year of single-digit revenue growth for Zoom.
So, yeah, single-digit growth, sure, but growth.
And I think a lot of investors figured, oh, well, there's no place for Zoom in the post-pandemic future, but it matters.
And to me, a funny thing happens when you
after years of slow growth, you make sure that you have to impress on the bottom line.
And as Dave points out, they have beaten in the past.
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