Apple Podcasts’ fresh leap into video podcasts refocuses the audio medium on visuals https://t.co/I3yw9A2agX ...

And then there's like cheap television and that is I think Netflix's play around podcasts with the deals that they've been signing with the ringer, iHeart Media, Bartool. Many of those shows like visually are uninteresting, but they can get to a point where it is meeting, you know, local access cable or something like that. And then there is this sort of Pete Davidson and Michael Orvin show, this original Netflix podcast, which, you know, we don't know if it's actually going to be released as an audio show ...

Core Viewpoint - Spotify is raising prices for its subscription plans, indicating a shift from growth-focused strategies to a more sustainable business model with significant pricing power [2][3]. Pricing Changes - The Individual Premium plan will increase from $11.99 to $12.99 per month, effective February [2]. - The Duo plan will rise to $18.99, and the Family plan will reach $21.99 [2]. Market Reaction - Following the announcement, Spotify's stock experienced a mixed reaction, pulling back approximately 4% [3]. - As of mid-January 2026, shares are trading around $510, reflecting a 12% decline over the last 30 days and a 23% decline over the past three months [3]. Subscriber Base and Revenue Impact - As of Q3 2025, Spotify has 281 million Premium subscribers globally, with North America accounting for about 17% of its total Monthly Active Users [4]. - Price increases on existing subscribers lead to efficient revenue impacts, with a larger portion of the additional revenue flowing directly to operating income [5]. Financial Discipline and Operational Efficiency - Spotify has streamlined its workforce to 7,691 employees and focused on operational efficiency during its recent Year of Accelerated Execution [6]. - The new pricing structure is expected to enhance operating income and expand gross margins, as revenue increases flow to the bottom line [7]. Strategic Investments - Investments in audiobooks and video podcasts are creating a comprehensive super bundle that enhances subscriber retention and justifies higher fees [7]. - Wall Street analysts remain optimistic about Spotify's long-term growth potential, as the company leverages its market position to drive value [7].

Netflix doubles down on video podcasts with iHeartMedia deal https://t.co/QPdgoVSGAG ...

Netflix is looking for exclusivity, which means that video podcasts that it licenses could no longer be uploaded to YouTube. https://t.co/48YAcXuZaU ...

Spotify says that users' time spent with video content on Spotify has also more than doubled year-over-year, largely driven by video podcasts. https://t.co/PAvSbzVvPq ...

Netflix is in talks to license video podcasts from iHeartMedia, potentially bringing shows such as 'Las Culturistas' to the streaming service https://t.co/1FRjiRmWll ...

Group 1: Goldman Sachs Debt Offering - Goldman Sachs has launched a $10 billion debt offering structured across five tranches, including $2.5 billion in 4-year fixed-to-floating notes at +67 basis points and $3.5 billion in 11-year fixed-to-floating notes at +92 basis points, as part of its capital management initiatives [2][7]. Group 2: Caterpillar Price Target Upgrade - JPMorgan has raised its price target for Caterpillar to $650 from $505, maintaining an "Overweight" rating, indicating a potential upside of 28.68% from the previous close [3][7]. Group 3: Netflix and Spotify Partnership - Netflix is partnering with Spotify to introduce video podcasts from Spotify Studios and The Ringer starting in early 2026, aiming to expand its content library and reach new audiences [4][7]. Group 4: Gold Prices Surge - Gold prices have reached a record high of over $4,000 per ounce, driven by global uncertainty, fears of economic fragmentation, and sustained central bank buying, as noted by Bank of England Governor Andrew Bailey [5][7]. Group 5: Argentina's Exchange Rate Reforms - Argentina is continuing its economic reforms by maintaining a floating exchange rate system for the peso within a band of 1,000 to 1,400 per US dollar, aiming to attract capital inflows and strengthen financial stability [6][8][7]. Group 6: Federal Reserve Reverse Repo Operations - The Federal Reserve's overnight reverse repurchase agreement operations declined to $3.516 billion, down from $4.124 billion earlier in the week, indicating reduced usage of the facility [9].