Bloomberg Technology
Disney Streaming Adds More Subscribers Than Expected
Walt Disney Co. reported subscriber gains for its flagship streaming service that exceeded analyst estimates. Disney finished the second quarter with 137 million subscribers, up 33% from a year ago. Geetha Ranganathan of Bloomberg Intelligence is on “Bloomberg Markets: The Close.”
Bloomberg Technology
Micron Gets Boost on Tight Chip Supplies, Pilling Says
Daniel Pilling, a portfolio manager at Sands Capital Management LLC, says the rally for Micron Technology Inc. shares is a reflection of how demand for artificial intelligence chips is outstripping supply. He speaks with Ed Ludlow and Caroline Hyde on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the…
Bloomberg Technology
China Expands Travel Curbs to Top AI Talent | Bloomberg Tech 5/26/2026
Bloomberg’s Caroline Hyde and Ed Ludlow discuss how China is tightening its grip on AI by targeting top AI professionals’ overseas travel. Plus, big banks are looking to hire more AI specialists and shrink traditional banking roles, and SpaceX kicks off a tech IPO bonanza. Chapters: 00:00:00 – Bloomberg Tech Begins 00:01:51 – Mike Shepard,…
Bloomberg Technology
SpaceX Has Competitive Advantage Ahead of IPO, Says ‘Mr. IPO’
Jay Ritter, University of Florida emeritus professor and director of the IPO Initiative, known as “Mr. IPO” for his work on initial public offerings, joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” to discuss SpaceX’s IPO. It is set to be “the largest private-sector company ever to go public,” for the broader tech IPO…
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Micron Gets Boost on Tight Chip Supplies, Pilling Says
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Pablo Contesti
May 11, 2022 at 9:27 pm
Aaaaaaaand it’s dead.
Ian Weetman
May 11, 2022 at 9:40 pm
It’s the only streamer that has a decent catalogue worthy of subscribing to… Even if I hold Netflix and Prime memberships as well!
Lynda Korner
May 11, 2022 at 10:18 pm
The smart money always knew that Netflix’s woes are particular to Netflix.
That seven-million figure is a big beat on the projections of analysts.
They were expecting about five million to be added this quarter.
Clearly, The Walt Disney Company should not have seen its valuation drop on the news of Netflix’s slowing and negative subscription growth.
Lynda Korner
May 11, 2022 at 10:19 pm
Disney has the potential to make far more money from streaming than the company gets from the cable bundle in three main ways.
The first is market share. Currently, for instance, while Disney does get the lion’s share of carriage fees from cable/satellite operators, Disney could capture more of those dollars through such things as 24-hour news channels that are based on ABC News and that are included with Disney+ (and Hulu) subscriptions.
The second is disintermediating the relationship with customers by eliminating the cable/satellite operators and other middlemen.
The third is the synergy that comes with other Disney businesses. Disney+ has the potential to do for The Walt Disney Company what Amazon Prime Video has done for Amazon.
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