Bloomberg Daybreak: Asia Edition Daybreak Weekend: Disney Earnings, BP Reports, Apple India Shift
Aug 1, 2025
Sankalp Phartiyal, an India technology reporter for Bloomberg News, dives into the economic landscape with a focus on Disney’s shifting streaming strategy and BP's challenges in a turbulent market. He explores Apple's significant pivot towards India for smartphone production, highlighting the growing manufacturing capabilities and the impact on global supply chains. Discussions on Uber's expansion into delivery services and future earnings insights provide a comprehensive look at how these giants are navigating current industry hurdles.
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Disney Content Drives Subscribers
- Disney Plus has about 130 million subscribers driven by improved quality content from Star Wars, Marvel, and original series.
- The company's upcoming movie slate also promises a strong box office year, further fueling subscriber growth.
Uber's Scale and Growth Model
- Uber has 175 million monthly active users and has grown by integrating delivery and ride sharing with advertising revenue.
- Its operational scale enables growth in EBITDA faster than top line revenue, improving investor sentiment.
Uber's Ride Scale Dominance
- Uber completes 9 billion ride sharing trips annually worldwide; Waymo does 13-15 million rides a year, highlighting Uber's dominance.
- Waymo partners with multiple firms to avoid reliance on Uber, optimizing take rates across the autonomous ride ecosystem.