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.
22:58
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Quick takeaways
- Disney's fiscal 2025 began strongly with a 40% increase in adjusted EPS, defying subscriber loss concerns with lower-than-expected churn rates.
- Warner Brothers Discovery faces challenges from lost NBA broadcasting rights but has stabilized partner deals, reflecting potential revenue improvement despite market difficulties.
Deep dives
Meta's Open Source AI and Job Assistance
Meta's open-source AI model, Llama, allows widespread access to AI tools for individuals aiming to achieve their dream jobs. The CEO of RightSee highlighted how the model can be utilized to develop an effective AI tool that assists users in navigating the job market. This initiative emphasizes the shift towards democratizing AI technology, making it less exclusive and more beneficial for job seekers everywhere. The availability of such tools is expected to enhance the job application process and improve overall career outcomes for users.
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