Bloomberg Intelligence Disney Tops Estimates, Tariffs Latest
Feb 5, 2025
Geetha Ranganathan, a senior analyst focused on U.S. media, shares insights on Disney's strong financial performance despite market challenges. Henrietta Treyz, an expert in economic policy, discusses the nuanced impacts of tariffs under the Trump administration and the political landscape's complexities. Lisa Knee, a real estate specialist, analyzes the commercial sector's response to fluctuating interest rates, highlighting trends in office space and retail real estate, particularly in Manhattan's evolving market.
AI Snips
Chapters
Transcript
Episode notes
Disney's Strong Start to Fiscal 2025
- Disney's fiscal 2025 started strong, exceeding expectations with limited streaming subscriber churn.
- Parks performed better than anticipated, and adjusted EPS increased by over 40%.
Market Concerns Despite Strong Results
- Despite strong Q1 results, Disney didn't raise full-year guidance, causing slight market disappointment.
- Concerns linger about park demand moderation and competition from Comcast's new theme park.
Standalone ESPN Streaming Service Launch
- Disney plans to launch a standalone ESPN streaming service in the fall of 2025.
- Launch costs, pricing, and subscriber outlook for the ESPN service are uncertain.