Bloomberg Daybreak: US Edition Daybreak Weekend: Tesla Earnings, European Banks, Trump-Albanese Meeting
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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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EV Sales Spike Fueled By Tax Credit Rush
- Tesla's record third-quarter EV and battery storage shipments were driven by the $7,500 US tax credit expiry and pent-up demand.
- Expect weaker near-term earnings and cash flow for EV makers as demand normalizes and subsidies vanish.
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.