What podcasts say about Geetha Ranganathan

Every statement, with the speaker, the exact quote and the moment it was said.

What Geetha Ranganathan has said on podcasts

96 statements · 48 positive · 40 negative · 1 mixed · 7 neutral

on SkydancePositiveNov 10, 2026· Bloomberg Intelligence
Skydance has largely delivered on its standalone Paramount commitments.
“they've actually done a pretty decent job with it”
Listen at 17:26
Open the episode · Anthropic Targets $1.4 Trillion Valuation in Blockbuster IPO
on Skydance and Warner Bros. DiscoveryNegativeNov 10, 2026· Bloomberg Intelligence
Extending Skydance’s operating model across Warner Bros. Discovery will be difficult given its debt.
“that's going to be tough to do, especially when you have an $80 billion debt load”
Listen at 17:41
Open the episode · Anthropic Targets $1.4 Trillion Valuation in Blockbuster IPO
on Streaming bundlesPositiveNov 10, 2026· Bloomberg Intelligence
Streaming bundles increase engagement and reduce customer churn.
“it actually helps in increasing engagement and it helps in reducing churn”
Listen at 18:51
Open the episode · Anthropic Targets $1.4 Trillion Valuation in Blockbuster IPO
on SkydanceNegativeNov 10, 2026· Bloomberg Intelligence
Linear television currently generates 70% of Skydance’s EBITDA.
“70 percent of EBITDA is still coming from the structurally challenged linear TV business”
Listen at 20:37
Open the episode · Anthropic Targets $1.4 Trillion Valuation in Blockbuster IPO
on Disney ParksNegativeNov 3, 2026· Bloomberg Intelligence
Disney’s latest cuts will not target theme parks
“it's not going to be in the theme parks”
Listen at 4:25
Open the episode · Disney Plans Thousands of Layoffs, Targeting 20% Cost Savings
on Disney linear television networksNegativeNov 3, 2026· Bloomberg Intelligence
Disney’s linear television networks are in secular decline
“the TV business, the linear networks are in secular decline”
Listen at 5:44
Open the episode · Disney Plans Thousands of Layoffs, Targeting 20% Cost Savings
on Disney linear television networksPositiveNov 3, 2026· Bloomberg Intelligence
Disney linear networks generate roughly $2.5–3 billion in cash
“it still throws out about two and a half three billion dollars of of cash just the just the linear tv networks”
Listen at 5:55
Open the episode · Disney Plans Thousands of Layoffs, Targeting 20% Cost Savings
on Disney U.S. sports rightsPositiveNov 3, 2026· Bloomberg Intelligence
Disney controls 40–45% of marquee U.S. sports rights, creating an advantage
“the fact that they control about 40 to 45 percent of all marquee U.S. sports rights, that gives them a big advantage”
Listen at 6:22
Open the episode · Disney Plans Thousands of Layoffs, Targeting 20% Cost Savings
on Disney job cutsPositiveNov 3, 2026· Bloomberg Intelligence
Disney’s latest and targeted job cuts should save at least $1 billion annually
“these latest job cuts and the ones that, you know, the small targeted ones that DeMauro announced ever since he took over should lead to at least about a billion dollars in cost savings”
Listen at 7:02
Open the episode · Disney Plans Thousands of Layoffs, Targeting 20% Cost Savings
on Disney layoffsNegativeNov 3, 2026· Bloomberg Intelligence
Disney may announce roughly 2,000 additional layoffs
“we think it could be another similar amount of maybe about 2,000”
Listen at 7:49
Open the episode · Disney Plans Thousands of Layoffs, Targeting 20% Cost Savings
on Yum Brands Pizza Hut divestiturePositiveNov 3, 2026· Bloomberg Intelligence
Pizza Hut’s divestiture will drive strong Yum results over 12 months
“getting that yoke off its neck, we think is really going to drive pretty strong results here over the next 12 months”
Listen at 18:23
Open the episode · Disney Plans Thousands of Layoffs, Targeting 20% Cost Savings
on KFCPositiveNov 3, 2026· Bloomberg Intelligence
Yum’s top priority is restoring KFC’s U.S. performance
“their number one focus is getting KFC in the United States humming again”
Listen at 20:03
Open the episode · Disney Plans Thousands of Layoffs, Targeting 20% Cost Savings
on Bloomin' BrandsPositiveNov 3, 2026· Bloomberg Intelligence
Yum may pursue acquisitions after improving KFC U.S. performance
“once kfc us is um has been improved that then they will then they could look outside of um the enterprise for for acquisitions”
Listen at 20:28
Open the episode · Disney Plans Thousands of Layoffs, Targeting 20% Cost Savings
on Tesla self-driving carsNegativeOct 22, 2026· Bloomberg Intelligence
Tesla’s promised self-driving cars have not appeared after ten years
“if you promise self-driving cars for 10 years and they still haven't really appeared and you're being eclipsed by rivals like waymo”
Listen at 24:48
Open the episode · Meta Falls After Boosting Spending Plans for AI Bet
on Comcast CorporationNegativeOct 22, 2026· Bloomberg Intelligence
Comcast will continue losing market share
“it looks like they're going to continue to lose market share.”
Listen at 29:10
Open the episode · Meta Falls After Boosting Spending Plans for AI Bet
on Comcast BusinessPositiveOct 22, 2026· Bloomberg Intelligence
Comcast may eventually combine with Charter
“Comcast will eventually combine with the other big cable operator, which is Charter”
Listen at 29:39
Open the episode · Meta Falls After Boosting Spending Plans for AI Bet
on NetflixNegativeOct 21, 2026· Bloomberg Intelligence
Netflix lacks traditional media companies' established advertiser relationships.
“Netflix does not have that advantage”
Listen at 29:38
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
on NetflixNeutralOct 21, 2026· Bloomberg Intelligence
Netflix must build its advertising business largely from scratch.
“they really have to kind of build this whole business from scratch”
Listen at 29:40
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
on NetflixNeutralOct 21, 2026· Bloomberg Intelligence
Netflix must build its advertising business largely from scratch
“they really have to kind of build this whole business from scratch”
Listen at 29:40
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
on NetflixPositiveOct 21, 2026· Bloomberg Intelligence
Netflix must control programming-cost growth to protect operating margins
“keeping that programming expense increase under control is really important for their operating leverage, for their operating margin story”
Listen at 30:34
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
on NetflixNegativeOct 21, 2026· Bloomberg Intelligence
Netflix has not produced a major breakout show despite higher programming costs.
“they've really not been able to produce, you know, any big breakout show or any, any home run”
Listen at 31:00
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
on Netflix contentNegativeOct 21, 2026· Bloomberg Intelligence
Netflix has not produced a major breakout show recently
“they've really not been able to produce, you know, any big breakout show or any, any home run”
Listen at 31:00
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
on NetflixNegativeOct 21, 2026· Bloomberg Intelligence
Netflix's rising programming costs will weigh on future revenue growth.
“that is going to weigh on revenue growth in the future”
Listen at 31:20
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
on NetflixNegativeOct 21, 2026· Bloomberg Intelligence
Netflix’s rising programming costs will weigh on future revenue growth
“that is going to weigh on revenue growth in the future”
Listen at 31:20
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
on Netflix content strategyNeutralOct 21, 2026· Bloomberg Intelligence
Netflix's content turnaround will take time.
“the turnarounds always take a little bit of time”
Listen at 33:10
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
on NetflixNeutralOct 21, 2026· Bloomberg Intelligence
Netflix’s content turnaround will take time
“the turnarounds always take a little bit of time”
Listen at 33:10
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
on Netflix content hitPositiveOct 21, 2026· Bloomberg Intelligence
A major Netflix hit would materially improve investor sentiment
“If Netflix can deliver that one big hit like a K-pop Demon Hunters, like a Squid Game, I think the sentiment really changes.”
Listen at 33:14
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
on Netflix content hitPositiveOct 21, 2026· Bloomberg Intelligence
A major Netflix hit would materially improve investor sentiment.
“If Netflix can deliver that one big hit like a K-pop Demon Hunters, like a Squid Game, I think the sentiment really changes.”
Listen at 33:14
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
on Streaming-service subscriptionsNeutralOct 21, 2026· Bloomberg Intelligence
People subscribe to approximately 3.5 streaming services on average
“It's about 3.5, Paul, 3 to 4. Yeah, that's, that's the average.”
Listen at 33:28
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
on NetflixNegativeOct 21, 2026· Bloomberg Intelligence
Partnerships have limited ability to sustain Netflix subscription momentum
“there's only so much that you can do to kind of really get that whole subscription momentum going”
Listen at 34:09
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.