Bloomberg Surveillance

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
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Bloomberg Opinion's Marc Champion & Michael Purves of Tallbacken Capital Advisors.

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

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Featuring:
Gary Cohn, IBM Vice Chairman
Paul Ryan, Teneo Vice Chairman and former Speaker of the US House of Representatives
Alexander Stubb, President of Finland
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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, January 20th, 2026

Featuring:
1) Michael Purves, Founder and CEO at Tallbacken Capital Advisors, discusses risk-off sentiment in European markets and why gold remains the best hedge.
2) Steve Laipply, Global Co-Head of iShares Fixed Income at BlackRock, on record bond ETF flows and the shift toward selective yield strategies.
3) Michael Darda, Chief Economist at Roth Capital Partners, discusses concerns around Fed stability and political pressure.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on MBAs from top business schools facing a difficult hiring outlook, and Bloomberg News reporting on how an all-female trading desk at Italy's Banca Promos is breaking the mold.
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Rockefeller Asset Management’s Avery Sheffield & Dr. Alexis Crow of PwC US.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.