Geetha discusses Disney shareholder meeting, Tim on companies to watch, Steve talks Tesla deliveries, Matt covers swing state Georgia, Lee on UPS as USPS provider, Erik's piece on Hertz. Topics include tech growth, EV challenges, GA's manufacturing boom, and UPS-Postal partnership.
Tesla's missed deliveries raise concerns, impacting its market position and investor confidence.
Deep dives
Visibility and Empathy in Workplace Challenges
Insight, awareness, and empathy help understand the challenges coworkers face, such as stress, burnout, and caregiving, leading to healthier individuals and companies.
NetSuite's Financial Platform Benefits
NetSuite by Oracle offers a cloud financial system that streamlines accounting, financial management, inventory, and HR tasks, reducing IT costs, maintenance costs, and errors for over 37,000 companies.
Bloomberg Intelligence Show Highlights
Bloomberg Intelligence explores big business stories like Tesla's delivery miss, Disney's shareholder support, and Paramount Global's potential merger. Succession plans at Disney and Paramount Global are discussed, hinting at internal promotions.
Future of Paramount Global and Potential Merger with Skydance
Paramount Global is in exclusive talks with Skydance Media for a merger, focusing on controlling national amusements and integrating markets. The potential equity deal raise and ownership details remain uncertain, shaping the future of the iconic Hollywood studio.
On this week’s podcast, Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Disney’s annual shareholder meeting. Tim Craighead, Bloomberg Intelligence Research Director for Content, discusses 10 companies to watch in the second quarter. Steve Man, Global Autos and Industrials Research Analyst, talks about Tesla deliveries. Matt Winkler, Editor in Chief Emeritus at Bloomberg News, discusses his column on swing state Georgia. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS becoming the primary air cargo provider for USPS. Erik Schatzker, Bloomberg New Economy Editorial Director, talks about his Big Take piece: Hubris at Hertz Doomed Its Massive Bet on 100,000 Teslas.”