Bloomberg Daybreak: US Edition Daybreak Weekend: Tesla Earnings, European Banks, Trump-Albanese Meeting
15 snips
Oct 17, 2025 
Geetha Ranganathan, a U.S. media analyst with Bloomberg Intelligence, dives deep into Netflix's impressive content performance and evolving advertising strategies. She highlights key revenue drivers suggesting a strong outlook for engagement. Meanwhile, Paul Allen, a Bloomberg reporter from Sydney, discusses the upcoming meeting between Trump and Australian PM Albanese, focusing on critical minerals and AUKUS tensions, which are central to U.S.-Australia relations. Their insights shed light on market dynamics and geopolitical implications.
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Price Competition And Consolidation Ahead For EVs
- Post-subsidy market will see more models, intensified price competition, and possible consolidation among EV makers.
- OEMs may need to right-size portfolios, evidenced by GM's $1.6bn EV write-downs.
Watch Pricing And AI Signals For Tesla
- Investors should watch Tesla's lower-priced Model 3/Y strategy as a market-share and margin lever.
- Monitor Elon Musk's AI and RoboTaxi updates as they signal the earliest material revenue impact toward 2028.
Content Hits Drive Netflix Growth Expectations
- Netflix expects high double-digit revenue growth this quarter, with a 17% 'magic' number under scrutiny.
- Surprise hits like K-pop Demon Slayer materially boost engagement and can drive revenue above consensus.