Bloomberg Daybreak: Asia Edition Daybreak Weekend: Disney Earnings, Portugal Web Summit, China Singles’ Day
12 snips
Nov 7, 2025 Geetha Ranganathan, a media analyst at Bloomberg Intelligence, teams up with Paul Sweeney, a veteran media sector reporter, to dissect Disney's earnings and the streaming landscape. They dive into ESPN's challenge of balancing linear and streaming audiences. Meanwhile, Sofia Orta e Costa shares insights on Portugal's Web Summit, highlighting the nation's tech strategy and the impact of massive data center investments. Catherine Lim analyzes China Singles’ Day, discussing consumer trends and the effect of government support on retail dynamics.
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Episode notes
Parks Still Power Disney
- Disney's parks drive roughly 60% of its profits and remain resilient despite new competition like Epic Universe.
- Streaming and ESPN's new direct service are the next critical fronts for growth and measurement.
Content Is The Competitive Moat
- Content quality remains the decisive advantage in streaming competition, especially for legacy firms.
- Disney's deep IP and sports rights give it strong monetization options across platforms.
ESPN's Tightrope Between TV And Streaming
- ESPN must balance protecting lucrative linear affiliate fees while expanding streaming reach.
- About 65–70 million U.S. households lack pay TV, creating a material streaming opportunity.