Netflix's Business Model Is a Ticket to Bankruptcy, Bibb Says

Netflix's Business Model Is a Ticket to Bankruptcy, Bibb Says

Mediatech Capital Partners' Porter Bibb talks about cable losing to on-demand, media earnings and the continued hemorrhage in print ad revenue. Ron Biscardi, co-founder and CEO of Context Capital Partners, discusses the health of the hedge fund industry, "speed dating" for hedge funds and key findings in their European Allocator Trends Report. Marc Chandler, the global head of currency strategy at Brown Brothers Harriman, talks about the BOE, the dollar and the pound. Finally, Bloomberg Intelligence's Caitlin Webber tells Pimm Fox and Lisa Abramowicz how consumer goods could be collateral damage if China trade talks fail.

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BI Weekend: Alphabet, GM Earnings, Musk Empire

BI Weekend: Alphabet, GM Earnings, Musk Empire

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa MateoOn this podcast:- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Alphabet earnings.- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola and Philip Morris earnings.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon earnings.- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings.- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Hilton Worldwide earnings.- David Welch, Bloomberg Detroit Bureau Chief, discusses GM earnings.- Max Chafkin, Bloomberg Businessweek Senior Reporter and Co-Host of the Elon Inc Podcast, discusses the Bloomberg Big Take story: “Elon Musk’s Empire Is Creaking Under the Strain of His Antics.”Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

25 Juli 37min

Charter Shares Fall on Internet Customer Losses, Profit Miss

Charter Shares Fall on Internet Customer Losses, Profit Miss

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Lisa Mateo and Isabelle LeeGeetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Charter Communications losing 111,000 residential high-speed internet customers in the period ending June 30, more than analysts had predicted. She also discusses the US Federal Communications Commission approving Paramount Global's merger with Skydance Media after the Trump administration extracted concessions on the news and entertainment company's political coverage and diversity practices.Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses Intel earnings. Intel Corp.'s shares tumbled after CEO Lip-Bu Tan sparked concerns that he is more focused on cost cutting than restoring the chipmaker's technological edge.- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Puma shares plunging after the company slashed its profit forecast due to weak demand for its sports and exercise gear and growing concerns about US tariffs. Poonam also discusses the latest news at Amazon.- Brett Gibbs, Bloomberg Intelligence Refining & Renewable Fuels Analyst, discusses Phillips 66 earnings. Phillips 66 is maximizing diesel production to take advantage of strong demand and says it would consider investing in projects that give its refineries the flexibility to make more of the fuel.See omnystudio.com/listener for privacy information.

25 Juli 23min

Union Pacific Nears Norfolk Deal to Create $200 Billion Railroad

Union Pacific Nears Norfolk Deal to Create $200 Billion Railroad

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses Union Pacific being in advanced discussions with Norfolk Southern Corp. about a potential tie-up that would be the industry's largest deal ever.-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, recaps Tesla earnings. Elon Musk warned of difficult times ahead for Tesla Inc. following one of the carmaker’s worst stretches since it first started producing electric sedans over a dozen years ago.-Siddharth Philip, Bloomberg Chief Correspondent for Global Aviation, discusses airline earnings. American Airlines Group Inc. scaled back its earnings outlook due to deep fare discounts and a slump in consumer demand, causing its shares to drop. Southwest Airlines Co. expects economic turmoil to erase as much as $1 billion of its annual pre-tax profit this year, prompting the US airline to offer shareholders a much-reduced outlook for 2025.-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Alphabet earnings. Alphabet Inc. said demand for artificial intelligence products boosted quarterly sales, and now requires an extreme increase in capital spending.See omnystudio.com/listener for privacy information.

24 Juli 27min

AT&T Shares Tumble After Profit Forecast Disappoints Market

AT&T Shares Tumble After Profit Forecast Disappoints Market

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T earnings. AT&T reported second-quarter results that mostly exceeded Wall Street estimates, including faster-than-expected growth in wireless phone subscribers.- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings. Hasbro is raising its full-year outlook after a record quarter for its Magic: The Gathering card game. Second-quarter revenue was $980.8 million, beating analysts’ estimates of $880.5 million, and adjusted earnings per share were $1.30, beating projections for 77 cents.- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Hilton earnings. Hilton Worldwide Holdings Inc. lowered expectations for net income for 2025 as demand for US hotel bookings declined in the second quarter. US travel demand has faced headwinds in recent months, including lower consumer confidence and a decline in international visitors.-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses the latest on the Microsoft hack. The number of companies and organizations compromised by a security vulnerability in Microsoft Corp.'s SharePoint servers is increasing rapidly, with the tally of victims soaring more than six-fold in a few days, according to Eye Security.See omnystudio.com/listener for privacy information.

23 Juli 22min

Kohl’s Skyrockets as Stock Becomes Traders’ Latest Meme Darling

Kohl’s Skyrockets as Stock Becomes Traders’ Latest Meme Darling

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s shares surging as much as 105%, a record move for the department store operator. The stock was halted for volatility after paring its gain to 62%.-David Welch, Bloomberg Detroit Bureau Chief, discusses GM earnings. General Motors said it suffered a $1.1 billion profit hit from Donald Trump’s tariffs and revealed no plan for a near-term fix to return to pre-tariff profit levels.-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola and Philip Morris earnings. Coca-Cola said it is launching a new Coke product for American consumers made with US cane sugar this fall. Philip Morris International Inc.'s shares fell after shipments of its Zyn nicotine pouches accelerated by less than analysts had expected, with Zyn shipments reaching 191.3 million cans in the Americas in the second quarter.-Will Lee, Bloomberg Intelligence Aerospace & Defense Analyst, discusses Lockheed Martin earnings. Lockheed Martin Corp. shares plunged as much as 9% after the company reported earnings that missed analyst estimates and lowered its outlook for the year.See omnystudio.com/listener for privacy information.

22 Juli 23min

Hackers Exploit Microsoft SharePoint as Firm Works to Patch

Hackers Exploit Microsoft SharePoint as Firm Works to Patch

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft warning that hackers are actively targeting customers of its document management software SharePoint, with security researchers flagging the risk of potentially widespread breaches around the world.-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon earnings. Verizon Communications posted second-quarter revenue of $34.5 billion, up 5.2% from a year earlier, surpassing analysts' estimates.-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses Stellantis earnings. Stellantis NV announced a €2.3 billion first-half net loss, which Bloomberg Intelligence analyst Michael Dean said the new CEO Antonio Filosa is using to "kitchen sink" the results and provide a low earnings base.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Domino’s earnings and the latest in the foodservice industry. Domino’s Pizza shares rose after the restaurant operator reported second-quarter comparable sales growth that topped Wall Street expectations.See omnystudio.com/listener for privacy information.

21 Juli 23min

BI Weekend: Nvidia Chips, Dating Apps, Tesla Vote

BI Weekend: Nvidia Chips, Dating Apps, Tesla Vote

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa MateoOn this podcast:- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Nvidia and AMD resuming some AI chip sales to China.- Michelle Davis, Bloomberg Senior Deals Reporter, discusses the BN story: “Stealth Stake Sales Helped UnitedHealth Beat Wall Street Targets.”- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses a recent pact between Hewlett Packard Enterprise and Elliott Investment Management.- Nicole D'Souza, Bloomberg Intelligence Internet and Software Equity Analyst, discusses research about dating apps and how Gen Z is using them.-Craig Trudell, Bloomberg Global Autos Editor, discusses how Tesla shareholders will vote on whether to invest in CEO Elon Musk’s AI startup.- Meredith Annex, BNEF Head of Clean Power, discusses the latest on US Clean Power.- Isabelle Boemeke, Nuclear Electricity Influencer and Author, discusses the use of nuclear energy.Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

18 Juli 35min

Netflix Tops Earnings Estimates, as Market Takes a Pause

Netflix Tops Earnings Estimates, as Market Takes a Pause

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Lisa Mateo and Emily GraffeoGeetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Netflix reported revenue grew to $11.1 billion and earnings jumped to $7.19 a share, and raised its forecast for full-year sales and profit margins.Paige Smith, Bloomberg Consumer Finance Reporter, recaps American Express earnings. American Express Co.'s expenses grew in the second quarter due to risk-management investments and higher customer-engagement costs.Katherine Doherty, Bloomberg Finance Reporter, discusses the Bloomberg Big Take story: “Jane Street's Secrets Spill Into Open and Face Rivals' Scrutiny.”See omnystudio.com/listener for privacy information.

18 Juli 22min

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