Rachel Metz

What Rachel Metz has said on podcasts

13 statements

1. on Paramount Skydance CorporationNegativeNov 10, 2026· Bloomberg Tech

   Paramount Skydance’s planned $2 billion cost savings require $1.5–$2 billion restructuring charges.

   “in order to save $2 billion of costs in 2027, which they promised, they're going to require cash restructuring charges like severance payouts of $1.5 to $2 billion”

   Listen at 21:53

   Open the episode · Anthropic Goes Big as Nvidia, SoftBank Face Pressure
2. on Paramount Skydance CorporationNegativeNov 10, 2026· Bloomberg Tech

   Paramount Skydance has seven-times leverage and $80 billion of debt.

   “they're seven times leveraged. And so they have $80 billion of debt.”

   Listen at 22:10

   Open the episode · Anthropic Goes Big as Nvidia, SoftBank Face Pressure
3. on HBO Max and Paramount Plus bundlePositiveNov 10, 2026· Bloomberg Tech

   Paramount Skydance expects bundling HBO Max and Paramount Plus to lower churn and support price increases.

   “bundling in the first quarter of 27, HBO Max and Paramount Plus, which should lower churn and they should be able to raise the price.”

   Listen at 22:46

   Open the episode · Anthropic Goes Big as Nvidia, SoftBank Face Pressure

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.

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