// People

Rohan Gwami

RoleBusiness ReporterBased InSemaforKnown ForMedia M&A

Rohan Goswami is a business reporter for Semafor. He covers topics such as mergers and acquisitions, as evidenced by his reporting on the potential acquisition of Warner Bros. Discovery (WBD) by Netflix and Paramount.

Goswami has been actively reporting on the complexities of the competing bids, including the financial details, potential regulatory concerns raised with the European Commission, and the strategic implications for the companies involved. His analysis includes the intricacies of hostile takeovers, shareholder considerations, and potential antitrust issues. In January 2026, he reported that both Paramount and Netflix met with the European Commission, who expressed concerns about Netflix's potential market concentration. He also provided insights on the valuation of CNN's spin-off company, Discovery Global.

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last updated Feb 18, 2026

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// The Prof G Pod – Scott Galloway
The Ticking Fee Gambit: Paramount’s Strategic Resurgence in the Warner Bros Acquisition
The battle for Warner Bros Discovery has taken a sharp turn as Paramount utilizes a 'ticking fee' strategy to force its way back to the table. While Netflix holds a signed agreement, a new seven-day waiver creates a high-stakes window for a massive valuation increase. Can Paramount actually deliver the billions promised, or is this merely a tactical play to disrupt the existing merger?
2 min read
// The Prof G Pod – Scott Galloway
The AI Capex Paradox: Navigating Market Dislocation and the Software Purge
The tech sector is facing a massive dislocation as Google's $185 billion AI investment spooks investors while software stocks lose $300 billion in a single week. Are we witnessing the death of the SaaS business model, or is this the greatest buying opportunity since the 2023 bottom? Explore why the 'sell everything' panic in software mirrors the premature eulogies for Google search and what the GLP-1 battle reveals about the risks of being a first-mover in pharma.
4 min read

Often Mentioned Together

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last updated Feb 18, 2026

The Ticking Fee Gambit: Paramount’s Strategic Resurgence in the Warner Bros Acquisition

The AI Capex Paradox: Navigating Market Dislocation and the Software Purge

Often Mentioned Together

Sources