Netflix added more than 5 million customers in the third quarter, and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood. For instant reaction and analysis, hosts Tim Stenovec and Molly Smith spoke with Dan Morgan, senior portfolio manager at Synovus Trust. 

Netflix added more than 5 million customers in the third quarter, and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood. For instant reaction and analysis, hosts Tim Stenovec and Molly Smith spoke with Dan Morgan, senior portfolio manager at Synovus Trust.

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Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.

Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: <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

Instant Reaction: Netflix Records Another Strong Quarter

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses US airline executives seeing strong booking trends. Delta Air Lines Inc. and American Airlines Group Inc. reported strong sales, with American Airlines saying revenue in the quarter will rise more than 10% and Delta expecting sales to grow in the high single digits.

-Kristina Peterson, Bloomberg News Food Industry Reporter, discusses Kraft Heinz rolling out a series of healthier products to bolster some of its lagging brands, including a new high-protein Kraft Mac & Cheese and a low-sugar hydration beverage from Capri Sun. The company aims to provide "proof points" to customers and investors that Kraft Heinz can turn its business around by investing in product development and leaning into protein-heavy, better-for-you foods.

-Katherine Chiglinsky, Bloomberg US Finance Team Leader, discusses  Mastercard saying it will acquire the stablecoin infrastructure startup BVNK for as much as $1.8 billion, four months after negotiations between BVNK and Coinbase Global Inc. for a roughly $2 billion deal fell apart.

-Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses the state of real estate. According to Bloomberg Intelligence: office demand's obituary is premature. Leasing is firm as companies expand in select gateway markets and concentrate in top-quality, transit-linked buildings, while return-to-office mandates rise and AI-related hiring offsets early efficiency gains.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses US airline executives seeing strong booking trends. Delta Air Lines Inc. and American Airlines Group Inc. reported strong sales, with American Airlines saying revenue in the quarter will rise more than 10% and Delta expecting sales to grow in the high single digits. -Kristina Peterson, Bloomberg News Food Industry Reporter, discusses Kraft Heinz rolling out a series of healthier products to bolster some of its lagging brands, including a new high-protein Kraft Mac &amp; Cheese and a low-sugar hydration beverage from Capri Sun. The company aims to provide "proof points" to customers and investors that Kraft Heinz can turn its business around by investing in product development and leaning into protein-heavy, better-for-you foods. -Katherine Chiglinsky, Bloomberg US Finance Team Leader, discusses &nbsp;Mastercard saying it will acquire the stablecoin infrastructure startup&nbsp;BVNK&nbsp;for as much as $1.8 billion, four months after negotiations between BVNK and&nbsp;Coinbase Global Inc.&nbsp;for a roughly $2 billion deal fell apart. -Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses the state of real estate. According to Bloomberg Intelligence: office demand's obituary is premature. Leasing is firm as companies expand in select gateway markets and concentrate in top-quality, transit-linked buildings, while return-to-office mandates rise and AI-related hiring offsets early efficiency gains.

Delta Airlines More Upbeat for First Quarter Amid March Bookings 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/315368b6-b0ae-4e14-a496-b41001117a80/transcript

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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Ed Ludlow, BTech Co-Anchor, discusses news that Meta Platforms will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group as it spends aggressively to compete with the industry’s top frontier models. Nebius will provide Meta $12 billion of dedicated capacity starting in early 2027, and Meta also committed to buying as much as $15 billion in additional capacity.

-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses how Dollar Tree’s strategy to introduce higher-priced items is helping it increase sales, especially with wealthier shoppers. The company is shifting merchandise in stores to sell more goods in a range of $3 to $5, including toys and party supplies that boosted results last quarter.

-Michelle Korsmo, CEO of National Restaurant Association, discusses restaurant industry headwinds. In 2026, the National Restaurant Association is looking to support owners and operators as they manage pressure and identify practical paths forward. Michelle can speak to what’s in store for the industry, discussing the challenges and opportunities operators face in building their workforce, navigating inflation, and increasing margins. Michelle also focuses on policy priorities for the Association this year, including the need for immigration reform, USMCA trade extension and tariff exemptions, and credit card swipe fee reform.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Ed Ludlow, BTech Co-Anchor, discusses news that Meta Platforms will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider&nbsp;Nebius Group&nbsp;as it spends aggressively to compete with the industry&rsquo;s top frontier models. Nebius will provide Meta $12 billion of dedicated capacity starting in early 2027, and Meta also committed to buying as much as $15 billion in additional capacity. -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples &amp; Packaged Food, discusses how Dollar Tree&rsquo;s strategy to introduce higher-priced items is helping it increase sales, especially with wealthier shoppers. The company is shifting merchandise in stores to sell more goods in a range of $3 to $5, including toys and party supplies that boosted results last quarter. -Michelle Korsmo, CEO of National Restaurant Association, discusses restaurant industry headwinds.&nbsp;In 2026, the National Restaurant Association is looking to support owners and operators as they manage pressure and identify practical paths forward. Michelle can speak to what&rsquo;s in store for the industry, discussing the challenges and opportunities operators face in building their workforce, navigating inflation, and increasing margins. Michelle also focuses on policy priorities for the Association this year, including the need for immigration reform, USMCA trade extension and tariff exemptions, and credit card swipe fee reform.

Meta to Spend Up to $27 Billion on Nebius AI Infrastructure 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bd1e47cd-afed-429d-9a95-b40f011244bc/transcript

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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Alexis Christoforous and Isabelle Lee

- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Adobe earnings. Adobe Chief Executive Officer Shantanu Narayen will resign from his position atop the creative software giant amid deep skepticism about the company’s ability to thrive in the AI era.

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lennar earnings. Lennar forecasted home orders for the fiscal second quarter that fell short of analyst estimates, signaling that pain from declining home builder sentiment, high prices and economic uncertainty is far from over.

-Geoff Freeman, CEO of the U.S. Travel Association, discusses the economic impact of TSA disruptions on the broader travel industry and U.S. economy. Several major airports are seeing long security lines and delays. These disruptions show how quickly operational challenges at checkpoints can ripple across the aviation system, affecting flights, connections, and airport operations nationwide.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Alexis Christoforous and Isabelle Lee - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Adobe earnings. Adobe Chief Executive Officer&nbsp;Shantanu Narayen&nbsp;will resign from his position atop the creative software giant amid deep skepticism about the company&rsquo;s ability to thrive in the AI era. -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lennar earnings. Lennar forecasted home orders for the fiscal second quarter that fell short of analyst estimates, signaling that pain from declining home builder sentiment, high prices and economic uncertainty is far from over. -Geoff Freeman, CEO of the U.S. Travel Association, discusses the economic impact of TSA disruptions on the broader travel industry and U.S. economy. Several major airports are seeing long security lines and delays. These disruptions show how quickly operational challenges at checkpoints can ripple across the aviation system, affecting flights, connections, and airport operations nationwide.

Adobe CEO to Step Down in Face of Investor Concerns Over AI 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c56f0ff5-2f5e-43a3-8357-b40c01117e83/transcript

Instant Reaction: Netflix Records Another Strong Quarter

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