Squawk on the Street Disney Earnings and ESPN-NFL Deal, AMD CEO "First on CNBC," Apple to Boost U.S. Investment 8/6/25
Aug 6, 2025
Lisa Su, CEO of AMD, discusses the semiconductor giant's latest earnings, addressing growth in AI and data centers despite sales apprehensions in China. Harley Finkelstein, President of Shopify, shares insights on robust quarterly results that boosted the company’s stock. The duo explores how AI is shaping revenue generation across industries and the significance of a $100 billion investment from Apple to enhance U.S. manufacturing. Their conversation touches on challenges in the tech landscape while highlighting optimistic market dynamics.
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Disney's Resilient Consumer Segments
- Disney's theme parks show strong consumer resilience despite broader concerns about U.S. consumer health.
- Its direct-to-consumer segment has become profitable, offsetting declines in linear networks.
ESPN-NFL Deal Boosts Revenue
- The ESPN-NFL deal is expected to be accretive in the first year and enhance ESPN's revenue and operating income.
- The deal strengthens ESPN's app offering and may reduce churn rates.
AMD's AI and Data Center Growth
- AMD sees tremendous AI-driven growth opportunities, with revenue expected to increase significantly despite uncertainties related to China.
- Data center business is an inflection point and major growth driver for AMD.
