Bloomberg Intelligence BI Weekend: Walt Disney, Ford Earnings
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May 9, 2025 Pol Lezcano, a Senior Associate at BloombergBNEF specializing in U.S. clean power, shares intriguing insights on the renewable energy landscape. He tackles the complexities of integrating renewable sources like wind farms into the electrical grid, highlighting regulatory challenges. Lezcano emphasizes the resilience of solar energy amidst tariff changes affecting the auto industry. His discussion sheds light on the future of clean energy, making a case for sustainable practices as vital to navigating the evolving power market.
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Disney's Strategic Turnaround
- Disney's turnaround is driven by Bob Iger's leadership since his return over two years ago.
- Their investments in parks, streaming, and new ventures underpin strong long-term growth.
Disney Parks Demand Resilience
- Disney's domestic parks show resilient demand with a 13% operating income increase and strong advanced bookings.
- This suggests consumer spending and park visits remain robust despite price concerns.
Disney Streaming Profit Potential
- Disney's streaming segment currently has modest profit margins around 4-5%, but aims to approach Netflix's 30%.
- Advertising, especially with ESPN's streaming launch, is a key leverage point to boost profitability.