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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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, losers, and Stock of the Day: Enova International (ENVA).See omnystudio.com/listener for privacy information.

29 Apr 201612min

S&P's Stovall Says Better Off Rotating Than Retreating (Audio)

S&P's Stovall Says Better Off Rotating Than Retreating (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Sam Stovall, US Equity Strategist for S&P Capital IQ, for a look at the US stock market and his current investment strategies.See omnystudio.com/listener for privacy information.

29 Apr 201611min

Cushing's Toudouze: Big Energy Companies Need to Adapt (Audio)

Cushing's Toudouze: Big Energy Companies Need to Adapt (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Libby Toudouze, Partner and Portfolio Manager at Cushing Asset Management, on Exxon and Chevron earnings.See omnystudio.com/listener for privacy information.

29 Apr 201611min

Coravin's Lambrecht on Pouring Wine Without Pulling Cork(Audio)

Coravin's Lambrecht on Pouring Wine Without Pulling Cork(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Greg Lambrecht Founder & Chairman of Coravin, on their technology that allows you to pour your favorite wine by the glass without pulling the cork, and the new Coravin Model Two system.See omnystudio.com/listener for privacy information.

29 Apr 20168min

Bloomberg's Krutoholow on Valeant Filing Annual Report (Audio)

Bloomberg's Krutoholow on Valeant Filing Annual Report (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Liz Krutoholow, Specialty Pharma and Biotech Analyst for Bloomberg Intelligence, on the statements in Valeant's annual report filed today.See omnystudio.com/listener for privacy information.

29 Apr 20164min

Gavekal's Kroeber: China Needs a Consumer Led Economy (Audio)

Gavekal's Kroeber: China Needs a Consumer Led Economy (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Arthur Kroeber, Founding Partner of Gavekal Dragonomics, a China-focused economic research consultancy in Beijing, and a fellow of the Brookings-Tsinghua Center for Public Policy, on his new book, "China's Economy: What Everyone Needs To Know."See omnystudio.com/listener for privacy information.

29 Apr 201611min

SG's Juckes Says USD/JPY Could Easily Trade Down to 100 (Audio)

SG's Juckes Says USD/JPY Could Easily Trade Down to 100 (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Kit Juckes, Global Strategist at Societe Generale, for a look at currencies, and the dollar hitting lows.See omnystudio.com/listener for privacy information.

29 Apr 20168min

WM's Steiner on Earnings, Generating Big Cash (Correct)(Audio)

WM's Steiner on Earnings, Generating Big Cash (Correct)(Audio)

(Corrects ticker in headline) (Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David Steiner, CEO of Waste Management, on the company’s strong earnings, and focus to "have destiny in its own hands" by building water treatment plants to tackle leachate.See omnystudio.com/listener for privacy information.

28 Apr 201611min

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