Bloomberg Daybreak: Asia Edition Daybreak Weekend: Disney Earnings, BP Reports, Apple India Shift
Aug 1, 2025
Sankalp Phartiyal, an India technology reporter for Bloomberg News, dives into the economic landscape with a focus on Disney’s shifting streaming strategy and BP's challenges in a turbulent market. He explores Apple's significant pivot towards India for smartphone production, highlighting the growing manufacturing capabilities and the impact on global supply chains. Discussions on Uber's expansion into delivery services and future earnings insights provide a comprehensive look at how these giants are navigating current industry hurdles.
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Disney's Streaming Profit Breakthrough
- Disney's streaming business turned profitable from losing $4 billion annually to making $1.2-$1.3 billion this year.
- Full ownership of Hulu enables deeper integration with Disney+, boosting profitability and advertising.
Disney's ESPN Plus Boost
- Disney will launch a flagship ESPN streaming product offering full linear TV content for $30/month.
- Bundling Disney+, Hulu, and ESPN streaming is expected to drive significant streaming profitability growth.
Disney Content Drives Subscribers
- Disney Plus has about 130 million subscribers driven by improved quality content from Star Wars, Marvel, and original series.
- The company's upcoming movie slate also promises a strong box office year, further fueling subscriber growth.