Bloomberg Intelligence BI Weekend: Disney Earnings, Metsera Bidding War, Visa-Mastercard Deal
9 snips
Nov 14, 2025 
Mary Ross Gilbert, a senior equity analyst at Bloomberg Intelligence, discusses how Gen Z and millennials are likely to cut holiday spending amidst strong apparel demand. Sam Fazeli breaks down the Pfizer-Metsera bidding war and Pfizer's strategic moves in the obesity drug market. Matthew Palazzola reflects on Warren Buffett's announcement regarding Berkshire Hathaway's future and succession plans. Emily Mason uncovers Circle's challenges and opportunities in the stablecoin market, while Justin Teresi explains the implications of the Visa-Mastercard litigation settlement for merchants and consumers.
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Parks Anchor Disney's Profitability
- Disney's parks drive roughly 60% of its profits while networks and studios drag overall narrative.
- Bundling streaming products offsets churn and supports pricing power going forward.
Bundles Reduce Churn And Boost Revenue
- About 40% of new Disney subscribers choose bundles, which reduces churn and enables price increases.
- Disney plans bundling and partnerships as the main driver of future earnings growth.
Sports Aggregation As A Growth Lever
- Disney aims to become a premier sports destination by aggregating sports content across providers.
- Partnerships with other platforms could create a one-stop shop that eases fragmentation for viewers.