Bloomberg Daybreak: Europe 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 latest corporate earnings landscape. He explores Disney's journey toward profitability in streaming and Uber's push for user engagement amid fierce competition. The conversation highlights Apple's strategic shift towards India for smartphone manufacturing, driven by the need to diversify from China. Additionally, he discusses BP's upcoming earnings against a backdrop of geopolitical tensions and market volatility, offering a comprehensive view of these industry giants.
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Disney's Streaming Business Turnaround
- Disney's streaming business turned from a $4 billion loss to over $1 billion profit this year.
- Acquiring full Hulu ownership enables deeper integration with Disney+ and boosts profits.
Disney's Streaming Bundling Strategy
- Disney prepares to launch flagship ESPN streaming product including all ESPN linear content for $30 per month.
- Bundling Disney+, Hulu and ESPN flagship service will drive future streaming profitability.
Disney Plus Subscriber Growth & Content
- Disney Plus has around 130 million subscribers driven by improved content quality.
- Upcoming blockbuster franchises like Avatar, Avengers and Star Wars will fuel box office and streaming growth in 2026.