Bloomberg Intelligence analysts discuss Disney earnings, Intel revenue forecast, Apple's iPad launch, and the latest TikTok news. They also touch on Wall Street bonuses, Tyson Foods earnings, and investment potential in Tyson while exploring semiconductor challenges and US-China tech tensions.
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Disney's Parks Face Demand Challenge
Disney's theme park business faces weak near-term outlook with zero growth expected in Q3 versus a 12% projected increase.
Investor concern centers on moderating demand likely due to inflation and high prices making family vacations expensive.
insights INSIGHT
Disney Streaming Turns Profitable
Disney streaming posted its first-ever modest profit, marking a major earnings inflection point.
Crackdowns on password sharing and Hulu integration could drive substantial future subscriber and earnings growth.
insights INSIGHT
US-China Tech Cold War Heats Up
The US-China tech conflict intensifies with US export controls to restrict China’s access to advanced AI semiconductors.
US aims to preserve national security by limiting technology transfer while still wanting to do business with China where possible.
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On this week’s podcast, Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Disney earnings. Michael Shepard, Bloomberg News Senior Editor, discusses Intel’s revenue forecast. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Apple’s iPad launch. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, talks about the latest TikTok news. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks about 2024 bonuses on Wall Street. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses earnings from Tyson Foods.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.
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