What the Flux

Qantas will pay $105 million to settle a class action over delayed COVID flight refunds… as it tries to move on from the major reputational hit.

McDonald’s CEO went viral for awkwardly eating a burger… and somehow it boosted sales of the burger he was eating.

Bumble’s share price has surged more than 30% after its latest results beat expectations… even though revenue and users are still sliding.

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The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.

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Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473) (Schroders) is the product issuer for Schroders Global Equity Alpha Fund (ARSN 678 278 370). This document does not contain and should not be taken as containing any financial product advice or financial product recommendations. This document does not take into consideration any recipient’s objectives, financial situation or needs. Before making any decision relating to a Schroders fund, you should obtain and read a copy of the product disclosure statement available at www.schroders.com.au or other relevant disclosure document for that fund and consider the appropriateness of the fund
to your objectives, financial situation and needs. You should also refer to the target market determination for the fund at www.schroders.com.au. All investments carry risk, and the repayment of capital and performance in any of the funds named in this document are not guaranteed by Schroders or any company in the Schroders Group. The material contained in this document is not intended to provide, and should not be relied on for accounting, legal or tax advice. Schroders does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this document. To the maximum extent permitted by law, Schroders, every company in the Schroders
plc group, and their respective directors, officers, employees, consultants and agents exclude all liability (however arising) for any direct or indirect loss or damage that may be suffered by the recipient or any other person in connection with this document. Opinions, estimates and projections contained in this document reflect the opinions of the authors as at the date of this document and are subject to change without notice. “Forward-looking” information, such as forecasts or projections, are not guarantees of any future performance and there is no assurance that any forecast or projection will be realised. Past performance is not a reliable indicator of future performance. All references to securities, sectors, regions and/or countries are made for illustrative purposes only and are not to be construed as recommendations to buy, sell or hold. Telephone calls and other electronic communications with Schroders representatives may be recorded.__

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Atlassian is cutting 10% of its workforce as AI reshapes its business… and it tries to fight back against its plummeting share price.

Australia’s biggest super fund wants to borrow billions… which could be the biggest shake up in the super industry in over 30 years.

Better Beer, the low-carb brewer backed by The Inspired Unemployed, is raising up to $15 million to double down on the boom in low-strength beer.

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The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.
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The Iconic has finally turned a profit after 15 years as it shifts away from growth at any costs…and focuses on the margins.

Mattress maker Koala is heading to the ASX in a $305 million IPO… but it’s a far cry from the valuation it once dreamed of.

Robinhood, the US trading platform, has launched a fund to give retail investors access to private companies …but the market isn’t exactly rushing in.

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The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.
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ARN Media, the radio company behind KIIS and Gold FM, has seen its share price jump over 5% after the fallout of The Kyle and Jackie O show.

Audible, Amazon's audiobook giant, has launched a cheaper subscription plan for the first time as it faces a major threat from Spotify.

Australia's major airports are made over $400 million in profit from carparking alone in 2025.

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The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.
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News Corp has declared itself an AI “input” powerhouse as it expects to hit record profits in 2026… thanks to a big OpenAI deal.

Lyka, the Aussie premium pet food company, has raised $67 million as it  has grand plans for global expansion.

OpenAI, the creator of ChatGPT, has landed a record-breaking $110 billion funding round, which includes a cheeky $50 billion from the Zon.

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The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.
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Commonwealth Bank has dobbed itself in after spotting $1 billion in home loans were backed by dodgy, AI-generated documents.

Woolworths’ AI assistant Olive has gone rogue… and shoppers aren’t loving the family drama.

Budget Direct lands in hot water as ASIC alleges “vanishing discounts” for 39,000 customers.

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The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.
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Qantas half-year underlying profits hit nearly $1.5 billion as it plans to shake up its Frequent Flyer program to keep customers loyal

Chemist Warehouse’s parent Sigma has posted an 18.7% earnings jump… and clearly it hasn’t taken its foot off the pedal since going public

WiseTech Global plans to slash 2,000 jobs in an AI overhaul… and investors have cheered the move

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The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.
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Southern Cross Media suffered a 17% drop in profit in its first result since merging with Seven West Media… but its CEO didn’t deliver the update.

Adore Beauty’s profit has faceplanted 70% after Black Friday blowout… but it’s betting on bricks and mortar to save its glow.

Donald Trump has promised to hike global tariffs to 15% across the board - after the US Supreme Court blocked his earlier tariffs.

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The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.
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Aussie health-tech startup Eucalyptus has been snapped up for $1.6 billion by Hims & Hers, its US-equivalent… in one of the biggest health-tech exits for a while

Guzman y Gomez shares fall 10% after it warns investors to be patient with its US losses

eBay has dropped $1.2 billion USD to acquire sustainable fashion company Depop as a way into Gen Z hearts (and wallets)

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The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.
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Wesfarmers posts a $1.6 billion profit jump as Bunnings and lithium carry the load… but Officeworks runs low on black ink.

Zip Co, the buy now pay later, saw its shares crash more than 33% yesterday in one of the biggest selloffs this reporting season.

Telstra has seen its profits jump 8% as it hikes prices on its mobile plans…and sees the financial benefits of its major staff cutting.

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The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.
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See omnystudio.com/listener for privacy information.