Disney Says Film Studio’s Expenses Weigh on Current Quarter

Disney Says Film Studio’s Expenses Weigh on Current Quarter

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps earnings from Walt Disney. Walt Disney Co. reported sales that fell short of Wall Street estimates, with revenue for the fourth quarter at $22.5 billion. The company predicts challenges early in the new fiscal year, including expenses tied to the theatrical release of Zootopia 2 and Avatar: Fire and Ash, which will reduce earnings by $400 million.

-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, recaps Cisco earnings. Cisco Systems Inc. shares gained after the company boosted its 2026 forecast, showing progress in its effort to capture more artificial intelligence spending. The company now expects sales of as much as $61 billion in the fiscal year ending in July, and increased its earnings forecast, which topped analysts’ predictions.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses research on Adidas. According to Bloomberg Intelligence: Leading athleisure brands may return to sales growth in 2026, led by Adidas, amid product innovation and new assortments. Gross margin for the peers we examined may expand 24 bps, on average, consensus projects, led by gains at Nike, as tariff effects are mitigated and as cost-cutting and AI initiatives pay off, with just Lululemon expected to see Ebit margin contraction. Puma may see sales declines as a business reset aims to spur growth in 2027.

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DOL's Shierholz: Increase in Hours Offsets Job Growth (Audio)

DOL's Shierholz: Increase in Hours Offsets Job Growth (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Heidi Shierholz, Labor Secretary Tom Perez's Chief Economist at the Department of Labor, on the April jobs report.See omnystudio.com/listener for privacy information.

6 Touko 201611min

Predicteform's Zucker Favors Nyquist, Outwork for Derby (Audio)

Predicteform's Zucker Favors Nyquist, Outwork for Derby (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Dan Zucker, Co-Founder of Predicteform.com, on what his proprietary models are forecasting for the Kentucky Derby.See omnystudio.com/listener for privacy information.

6 Touko 20168min

Ballotcraft's Jiang on Creating a Fantasy Politics Game (Audio)

Ballotcraft's Jiang on Creating a Fantasy Politics Game (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Dennis Jiang, CEO and Founder of Ballotcraft, a fantasy politics game founded by two Stanford grads, where thousands of players use fake money to buy "shares" in candidates.See omnystudio.com/listener for privacy information.

4 Touko 20168min

Roger McNamee Says Replace Alfalfa Fields With Marijuana(Audio)

Roger McNamee Says Replace Alfalfa Fields With Marijuana(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Roger McNamee, Founding Partner of venture capital firm, Elevation Partners, on Facebook and Apple, why the collapse of the unicorn bubble shouldn't worry investors, and the cannabis industry.See omnystudio.com/listener for privacy information.

4 Touko 201611min

Lord Browne on 'The Glass Closet': Inclusion is the Key (Audio)

Lord Browne on 'The Glass Closet': Inclusion is the Key (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Lord John Browne, executive chairman of L1 Energy and former CEO of BP, and author of "The Glass Closet" on the business embargo in North Carolina over its current anti-LGBT laws, and why it's good for companies to be LGBT friendly.See omnystudio.com/listener for privacy information.

4 Touko 201611min

Morningstar's Wasiolek Says Priceline is Well Positioned(Audio)

Morningstar's Wasiolek Says Priceline is Well Positioned(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Dan Wasiolek, Senior Equity Analyst at Morningstar, on Priceline earnings, how the company benefits from scale and international bookings, and general travel outlook.See omnystudio.com/listener for privacy information.

4 Touko 20168min

Stanford's Taylor Sees Advantage in Normalizing Rates (Audio)

Stanford's Taylor Sees Advantage in Normalizing Rates (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: John Taylor, Professor of Economics at Stanford University and Senior Fellow in Economics at the Hoover Institution, on global financial instability and the roles central banks play.See omnystudio.com/listener for privacy information.

4 Touko 201619min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, loses, and Stock of the Day: Glaukos (GKOS).See omnystudio.com/listener for privacy information.

4 Touko 201612min

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