Bloomberg Intelligence Disney Shares Slide as Profit Outlook Overshadows Streaming Wins
Aug 6, 2025
Geetha Ranganathan, a Bloomberg Intelligence Analyst on US Media, discusses Disney's mixed earnings, highlighting growth in streaming and parks despite a concerning profit outlook. Michael Halen, a Senior Restaurant and Foodservice Analyst, shares insights on McDonald's strong sales boosted by pop culture collaborations and budget-friendly meals. The conversation uncovers challenges for traditional media and scrutinizes McDonald's strategies that cater to economically anxious consumers, all within the competitive landscape of their respective industries.
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Disney’s Mixed Earnings Reaction
- Disney reported better than expected Q3 earnings driven by its parks and streaming business growth.
- The lack of guidance for fiscal 2026 and stopping Disney Plus subscriber disclosures sparked market concern.
Disney Parks Show Resilience
- Disney's parks business shows strong sustainability despite new competition like Universal's Epic Universe.
- Planned cruise expansions and a $60 billion capital plan signal long-term growth potential.
Disney’s NFL Deal Enhances ESPN
- Disney’s deal with the NFL strategically strengthens ESPN’s content and competitive edge.
- This partnership secures premium sports content and enhances Disney’s streaming offerings.