Bloomberg Daybreak: US Edition Daybreak Weekend: Disney Earnings, BP Reports, Apple India Shift
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Aug 1, 2025 Sankalp Fartial, an India technology reporter for Bloomberg News, discusses major shifts in the tech landscape. He explores Apple’s pivot towards India as a smartphone manufacturing hub, its implications for the U.S. market, and how this benefits local production, especially for women. The conversation also covers the upcoming earnings reports for Disney and BP, highlighting Disney's streaming recovery and BP's challenges in a competitive energy sector. Fartial offers insights into how these developments reshape consumer behavior and market strategies.
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Disney's Streaming Turnaround
- Disney has turned its streaming business from a $4 billion loss to over $1 billion profit annually.
- Their full ownership of Hulu and bundling with Disney+ and ESPN Plus will boost profitability and advertising revenue.
Disney Content Fuels Growth
- Disney Plus has about 130 million subscribers and strong new content from Marvel and Star Wars.
- Upcoming major releases in FY 2026 will drive box office and streaming growth significantly.
Uber's Scale Drives Profitability
- Uber's 175 million monthly active users provide scale to grow EBITDA faster than revenue.
- Their growing ad business leverages scale for monetization, setting Uber apart from smaller rivals.