Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Delta Airlines earnings. Delta Air Lines Inc. reported better-than-expected earnings for the third quarter, helped by leisure travelers and a rebound in corporate travel.

-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings. PepsiCo Inc. is working to cut costs and overhaul its portfolio to meet consumers' shifting tastes, while engaging in discussions with activist investor Elliott Investment Management.

-Craig Trudell, Bloomberg Global Autos Editor, discusses Ferrari issuing cautious forecasts that disappointed investors, marring a coming-out party for the company’s first electric vehicle.

-Geetha Ranganathan, Bloomberg Intelligence Analyst, discusses Paramount Skydance discussing its interest in acquiring Warner Bros. Discovery with Apollo Global Management, according to people familiar with the matter.

Watch Scarlet and Paul LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Delta Airlines earnings. Delta Air Lines Inc. reported better-than-expected earnings for the third quarter, helped by leisure travelers and a rebound in corporate travel. -Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings. PepsiCo Inc. is working to cut costs and overhaul its portfolio to meet consumers' shifting tastes, while engaging in discussions with activist investor Elliott Investment Management. -Craig Trudell, Bloomberg Global Autos Editor, discusses Ferrari issuing cautious forecasts that disappointed investors, marring a coming-out party for the company&rsquo;s first electric vehicle. -Geetha Ranganathan, Bloomberg Intelligence Analyst, discusses Paramount Skydance discussing its interest in acquiring&nbsp;Warner Bros. Discovery with&nbsp;Apollo Global Management, according to people familiar with the matter.

Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.

Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.

Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to analyze markets, companies and industries.

Bloomberg Intelligence

Delta Sees Robust Demand Going Into 2026 Amid Premium Focus 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f0fca298-5486-4103-b19f-b37101157459/transcript

Netflix delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal with Warner Bros. Discovery Inc.


The streaming leader said Tuesday it plans to increase spending on films and TV shows by 10% in 2026 while forging ahead with plans to buy the studio and streaming business of Warner Bros., a deal that would unite two of the world’s largest entertainment companies. Netflix spent about $18 billion on programming last year, with subscribers growing almost 8% to top 325 million.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
Bloomberg News Senior Editor and Entertainment Team Leader Chris Palmeri
Eric Clark, Chief Investment Officer at Accuvest Global Advisors
Bloomberg Intelligence Senior Media Analyst Geetha Ranganathan

Netflix delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal with Warner Bros. Discovery Inc.
 The streaming leader said Tuesday it plans to increase spending on films and TV shows by 10% in 2026 while forging ahead with plans to buy the studio and streaming business of Warner Bros., a deal that would unite two of the world&rsquo;s largest entertainment companies. Netflix spent about $18 billion on programming last year, with subscribers growing almost 8% to top 325 million.
For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
<ul>
<li>Bloomberg News Senior Editor and Entertainment Team Leader Chris Palmeri</li>
<li>Eric Clark, Chief Investment Officer at Accuvest Global Advisors</li>
<li>Bloomberg Intelligence Senior Media Analyst Geetha Ranganathan</li>
</ul>

Instant Reaction: Netflix Beats on Earnings, Disappoints on Cautious Forecast 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0de695bf-393e-4258-96db-b3d8016b5337/transcript

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix reaching an amended, all-cash agreement to buy Warner Bros. Discovery Inc.’s studio and streaming business as it battles Paramount Skydance Corp. to acquire one of Hollywood’s most iconic entertainment companies.

-Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses EU reciprocal tariffs and Greenland. EU tariff rates may revert back to 20% or higher as Trump threatens takeover of Greenland and puts the EU-US trade deal reached last year at risk of collapse.

-Marc Champion, Bloomberg Opinion Columnist, discusses his Bloomberg Opinion column: “Europe Can’t Afford a Throwdown Over Greenland.” The author suggests that Europe should consider the consequences before launching a trade war with the US over Donald Trump's attempt to acquire Greenland.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix reaching an amended, all-cash agreement to buy Warner Bros. Discovery Inc.&rsquo;s studio and streaming business as it battles Paramount Skydance Corp. to acquire one of Hollywood&rsquo;s most iconic entertainment companies. -Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses EU reciprocal tariffs and Greenland. EU tariff rates&nbsp;may revert back to 20% or higher&nbsp;as Trump threatens takeover of Greenland and puts the&nbsp;EU-US trade deal reached last year at risk of collapse. -Marc Champion, Bloomberg Opinion Columnist, discusses his Bloomberg Opinion column: &ldquo;Europe Can&rsquo;t Afford a Throwdown Over Greenland.&rdquo; The author suggests that Europe should consider the consequences before launching a trade war with the US over Donald Trump's attempt to acquire Greenland.

Netflix Amends Warner Bros. Deal to All Cash in Bidding War 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b76b8c11-68ec-4802-a439-b3d801257397/transcript

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Hosts: Scarlet Fu and Alexandra Semenova

On this podcast:

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airlines earnings.
- Matthew Boyle, Bloomberg Senior Management Reporter, discusses the Bloomberg Big Take story: “The CEO Playbook to Navigating Trump.”
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Alphabet’s Google confirming that it has entered a multiyear deal with Apple. This will allow Alphabet to power the iPhone maker’s artificial intelligence technology, including the Siri voice assistant. 
- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses ‘Lululemon’ Athletica saying its’ fourth-quarter sales would land at the higher end of its 2025 guidance.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Nvidia investing $1 Billion in a AI drug laboratory With Eli Lilly.
- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta job cuts.
- Travis Hess, CEO of Commerce, discusses how AI is changing shopping.


Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

 

 

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp; Hosts: Scarlet Fu and Alexandra Semenova On this podcast: - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, discusses Delta Airlines earnings. - Matthew Boyle, Bloomberg Senior Management Reporter, discusses the Bloomberg Big Take story: &ldquo;The CEO Playbook to Navigating Trump.&rdquo; - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Alphabet&rsquo;s Google confirming that it has entered a multiyear deal with Apple. This will allow Alphabet to power the iPhone maker&rsquo;s artificial intelligence technology, including the Siri voice assistant.&nbsp; - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses &lsquo;Lululemon&rsquo; Athletica saying its&rsquo; fourth-quarter sales would land at the higher end of its 2025 guidance. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Nvidia investing $1 Billion in a AI drug laboratory With Eli Lilly. - Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta job cuts. - Travis&nbsp;Hess, CEO of Commerce, discusses how AI is changing shopping.
 Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.
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BI Weekend:  Delta Earnings, Google-Apple Deal, Lululemon Outlook 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4159027e-eb76-43ca-9273-b3d4014647c4/transcript

Delta Sees Robust Demand Going Into 2026 Amid Premium Focus

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