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Spotify Turns Up the Volume; Housing Green Shoots | Bloomberg Intelligence

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February 10, 2023

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In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:

Spotify Dials Up the Volume on Margin, Fine Tunes Its Narrative -- Geetha Ranganathan explains why its profitability is improving amid many catalysts.

BNP to UniCredit, 2023 Pitches Downturn vs. Revenue Resilience -- Philip Richards says European banks need to balance improving revenue against inflation and an economic downturn.

It's Not Yet Spring But Green Shoots Are Emerging in US Housing -- Drew Reading says the new-home spring selling could be better than expected.

Discount Grocers' Outsized Gains to Erode Traditional-Store Lead -- Jen Bartashus lays out the threat posed by discounters such as Lidl and Aldi.

Danaher Could Triple Down on Bioprocessing by Adding Catalent -- Jonathan Palmer says the potential deal would create a bioprocessing juggernaut.

The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.

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. Run {BI GO}.

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Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to provide company and industry research.

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Guests & Subjects Covered

Bloomberg IntelligenceSpotify Dials UpGeetha RanganathanPitches DownturnRevenue ResiliencePhilip RichardsUS HousingDrew Reading

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