9 Burst results for "Alison Bloomberg"

"alison bloomberg" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

06:41 min | 5 months ago

"alison bloomberg" Discussed on Bloomberg Radio New York

"So much. We appreciate that, as John was just reporting markets equity markets trying to claw back some of that. 3% plus decline yesterday. Let's see where the action is. Today. In the world of small caps, we could do that with Bloomberg stocks Editor Dave Wilson Day What You got. They're not doing quite so well. The smaller companies in their attempt at a rebound. The Russell 2000 index up a half a percent of the S and P 500 is higher by 8/10 of a percent. That said the Russells biggest game belongs to Meta financial Group, whose ticker is cash. CSH thie, provider of prepaid cards has climbed. 20.5% 3rd quarter earnings were more than twice the average male is destined. Bloomberg survey Tupperware brands took her T u P is up more than 15%, the maker of food storage containers is higher for a second day. After posting third quarter profit that surpassed estimates. Tupperware rose yesterday by 35% and Echo Global Logistics Ticker Echo Cholo is up 12.5%. The freight manager's revenue last quarter beat estimates by the most in Maura than a decade. Now the Russell steepest drop belongs to try See the tickers. TC D A. The drug developer has lost 52 a half percent. The U. S. Regulators asked for more data on a proposed kidney treatment. In response, Tracy to said it can't provide the data and we'll cut it. Staff by more than 60% and at home group. Take her home. Hmm. E is down. 20.5%, the home furnishings retailer said, invent court in inventory constraints that we get that right inventory constraints will hurt. Fiscal fourth quarter results table same Bluebirds Stocks editor Thank you so much for that. If there's one thing that the pandemic has taught me, certainly as a mother of two younger Children, it is that it is not fun to cook every meal, and if somebody can't cook us cook for us, we want to be able to open a box are open some container and have food ready made, and I think everybody else must be in a similar boat or a lot of people because Kraft Heinz And Kellogg and all the other package. Food delivery service companies are doing really well. And the question is, how much longer can they continue to mail it to absolutely nail it? Jennifer Tasha's joins US now senior analyst covering food retail mass merchants and packaged food for Bloomberg Intelligence. Gen. Is that the secret behind the packaged food boom that we just can't cook? Well, that's that's part of it, although as well say consumers are getting better. There's been a lot of time to from those skills. But now But in another part of what's going on here, just when people are going into stores, they want to be fast. So it's that favors big, well known brands when people are just grabbing stuff off the shelf. And putting it in their curds. So Jen is one of these companies saying, you know, are they suggesting that there's been there might be some type of more longer term change in consumer behavior, Or did they expect When we do get to the other side of this, that Some of those challenges will come right back. Well right now, these companies are very optimistic that long term consumer behavior is changing. They think that there will be some stickiness for people wanting to eat meals with their families and going not going immediately back to kind of a fractured eating occasion where people were eating different things at different times. So they think that there's some long term trends there, and most of them are investing today to really try to be able T capture that potential opportunity as we get into next year, so they both outperformed. We're talking about Kellogg's and craft hides. And yet the share performance. Not great. I mean Keller just barely up. It's up about 1/10 of a percent and Kraft Heinz is up about 1.5%. What's the story here that eventually people are going to look for health or They already got saved from some of the worst carnage of the crisis. What's your take? Well, I think part of why you're saying this is that the expectations that people are eating at home are pretty well known at this point. And it's probably incorporated into this into the shares and that there's nothing that flags any kind of meaningful change in the next quarter to two quarters. That really would trigger a reaction from investors. That said, You know, there are some longer term trends. I said that that should be good, but it's really right now about you know. Are we confident that they have inventory in place that they have the capacity in place? Should there be another surge of stock up shopping behavior that we can do better next time? That's exactly where I want to go, Jen because the numbers from the pandemic you know, are going in the wrong direction. What the company's saying about their supply chains and their ability to keep products on shelves particular ones, whether it's hand sanitizers or two things we all went through last spring, where there was severe shortages. Well for freaky products. Most of the players are saying that they are in a pretty good position with regards to the manufacturing capability and that they rebuild inventory. But part of that is that they've reduced the number of products that they're actually manufacturing in some cases on a permanent basis, Um, and they're also all simultaneously investing in additional capacity. Anticipating that there may be another peek and demand going forward. What's the most popular item that's emerged to spread the pandemic comfort food. Well, it's hard to say, because it's happened across so many different categories, but sort of least in your introduction. What you alluded to, with anything that really eases the ability to put together a meal well and quickly. Is really resonating with customers right now, like alcohol, alcohol, but I'm just playground. Hey, Hey, Jen, just real quickly with 3rd 30 seconds. What's the trend here? You know, healthy foods that were not necessarily working in the favor of the package gets cos How is that changing it all? Well, People are what they're what they're really doing right now is they're returning to brands for kind of part of the plate, but they're still relying on a greater amount of fresh produce. And thanks to enhance that, so that overall nutritional profile In general is improving with some of these package products but consumers themselves. They're also mixing up with on the plate to try to make it a healthier and more balanced approach. Interesting, interesting. Ancient Genmar. Tash is always love chatting with you gents, a senior analyst covering all the food retailers, the mass merchants and packaged foods, some good numbers out of Kraft, Heinz and Kellogg's Today We're getting an update from Jen. Jen's that senior Alison Bloomberg intelligence joining us on the phone from New Jersey. You know, it's interesting. I think we're going to the winter months. You know, you're probably going to see less eating out because it's getting colder and people going back into the kitchen. And they're not going to get in. We'll see. Yes, they're in the box. Yeah, exactly. All right, let's head down to Washington,.

Jen Bloomberg Kraft Heinz And Kellogg Editor senior analyst Tupperware Kraft Heinz Russell Echo Global Logistics Tupperware brands John Washington Bloomberg Intelligence Dave Wilson Kellogg Meta financial Group Maura US New Jersey
"alison bloomberg" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

01:43 min | 2 years ago

"alison bloomberg" Discussed on Bloomberg Radio New York

"And they still don't seem to have one in place. That's an issue says the board still working on Tuesday next. We're working on it. Day to. Awesome, senior semiconductor and hardware. Alison, Bloomberg intelligence along with of a day technology. Calmness. Bloomberg Kenyan both in our Bloomberg. Interactive brokers studio right now shares of Intel down about seven percent. This is Bloomberg. This is a Bloomberg market minute trade worries grounded investors, earnings optimism with the Dow falling attentive a percent twenty two points. The NASDAQ gaining forty eight that seven tenths of a percent, the S and P added for the trade worries came after Treasury Secretary Wilbur Ross at the US and China are still miles and miles apart on a trade deal. Strategist to Johnson says yes, that's a disappointment. But it looks to me. So they're headed towards the deal. It may take a little bit of time makers lifted. The NASDAQ with strong earnings reports in that sector Intel shares rose four percent during the session in anticipation of its earnings report. Maybe not the case tomorrow. A last quarter went well for Intel turned into a profit from a loss a year ago its profit outlook for this quarter came in short of targets. Starbucks have been having problems with sales in its US stores not growing like they had been not now the company reported comparable store sales rose four percent around the world last quarter driven by four percent growth in the US. I'm Joan Doniger. Bloombergradio danika Patrick watching my nieces grow play. And learn is amazing. But not every child gets to be carefree one in six kids in the US are hungry. This breaks, my heart. And it's something that Feeding America is working to change each year. The feeding American network of food banks rescues billions of pounds of good food that would have gone.

Bloomberg US Intel Treasury Secretary Wilbur Ross danika Patrick Starbucks Interactive brokers Johnson Joan Doniger Alison America China four percent seven percent
"alison bloomberg" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

06:05 min | 2 years ago

"alison bloomberg" Discussed on Bloomberg Radio New York

"I am here in Sydney, I'm Paul Allen. And I'm Bryan Curtis were about thirty minutes out. Now from the start of trading in Tokyo and Seoul, two hours from the open in Hong Kong and Shanghai. We did have some weak profit growth that China's big companies that data out on Saturday industrial profits of just four point one percent in September. That was down from nine point two percent. But investors seem to be setting that aside this morning. A couple of big stories the IBM deal, which will get to in a moment. And also the market seemed to be embracing the presidential result in Brazil details on that with our Ed Baxter coming up shortly. I guess the the end result of all of that is that the future is basically higher this morning. And we figured it would be just the reverse get into details in a moment. Paul over to you. Well, IBM has agreed to by red hat in its biggest acquisition ever the city three point four billion dollar cash. Deal gives IBM a huge advantage in cloud computing rate had sales last quarter overall missed analysts dick pic stations the forecast for the current quarter also fell short, but the company has said it believes the slowdown has bottomed out and IBM appears to have bought into that few hundred ninety dollars a share prices more than sixty percent about Friday's closing price for it at the world. Trade organization is about to consider a US request to investigate possible violations related to China's intellectual property policy. WTO's dispute settlement body will be taking a look at that on on Monday in Geneva. That's after the US asked the WTO to investigate President Trump has cited possible violations as justification for tariffs on Chinese imports. Chinese liquor giant quake multi is a stock to watch today. Moral man. From blend eggs were shot Salamat, the world's most valuable distiller. Posting in near full percent increase in revenue that is as demand for products climbed in the run-up to the mid autumn festival netting on the up. Almost three percent. Alison, Bloomberg intelligence say slow economic growth in China would hurt Moatize sales growth, especially if the trade will in property market move in the wrong direction at the same time. The premium alcohol is currently the toast of choice amongst Chinese leaders. And it's cool brand flying ferry is popular among China's aspiring middle class. In Hong Kong. I'm Rishaad Salamat. Bloomberg daybreak Asia. Financials will be in focus in China today. Bocom reported more than a seven percent increase in third quarter earnings still the outlook overall is not great for the sector. Analysts surveyed by Bloomberg say combined prophets of the five. Big state controlled lenders will increase five point six percent. This year that's down from eight percent was. Forecast back in March. Mercedes-benz USA is under investigation by US. Safety regulators who say it might be taking too long to stand a safety recall notices to Cairo and us and to inform the government Bloomberg's Susanna. Palmer reports the National Highway Traffic Safety Administration told Mercedes unit of Germany's dime AG that it found several instances where car owners weren't being notified of recalls in a timely fashion. The NHTSA also questioned how Mercedes makes the decision to launch a recall in an emailed statement. Mercedes said it makes every effort to follow the rules. When a recall is required and will work closely with the NHTSA to address its concerns. Susanna Palmer, Bloomberg daybreak Asia. It is thirty three minutes past the hour. We update markets every fifteen minutes here on Bloomberg radio. I'm Bryan Curtis live in the ball in the Bloomberg interactive brokers studio, so I just looking at the market because they've flipped we were expecting some losses earlier. But most of the futures contracts have turned positive now SNP up about three tenths of one percent. China futures up nine tenths of a percent. Hang Seng index futures are higher as well. Perhaps we can cite the IBM news agreeing by red hat for that huge premium that's part of it. And also we had a guest on a few moments ago. Brendan Hearn from crane shares talking about towel education group. The stock was up about seven point four percent on Friday. This is a Chinese education company, and they came out with their their second quarter earnings beat estimates. Such a selloff here across the Asia Pacific markets out here, we're in a bear market. For most of Asia, the perhaps some of these debt buyers coming back into the markets and also with this big emanate deal and the result in Brazil as well. Good Ted Baxter in a moment. So we're looking at some gains. We've got the dollar yen at one eleven ninety three. The euro is dollar fourteen. The AUSSIE dollar seventy one US sense. Exactly. Yield on the tenure three point zero seven percent rates down that may also be making a little bit of a difference. Traders have paired their wagers on rate hikes from the fed to less than two now or fewer than two quarter-point hikes next year. And that's a look at the markets. Thirty five minutes past the hour. Paul back to you. You mentioned Brazil, Brian. It is all over Brazil has elected Jim Bolsonaro to be its next president Baxter has that story and the rest of the day's global news in the Bloomberg nine sixty San Franciscan wrong. Yeah. Exactly. Right. Paul boston. Arrows of right wing. Populist is accepted species pledging a clean government says foreign policy will change says jobs income balanced, budget priority all part of the democratic nation. He says he will reduce is and cut government cost. He will work for freedom and prosperity loser. Fernando Haddad says Brazil is living in a time where institutions are being tested. He promises to fight for democracy as well. Some world leaders are responding to the mass killings, Pittsburgh synagogue, where eleven people lost their lives. Israel, for example, is going to send counselors Ron Dermer the Israeli ambassador to the United States, sending.

Bloomberg US China IBM Brazil Asia Bryan Curtis Hong Kong Rishaad Salamat Bloomberg interactive brokers Paul Ted Baxter NHTSA WTO president Ed Baxter Susanna Palmer Paul Allen Mercedes
"alison bloomberg" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

06:22 min | 2 years ago

"alison bloomberg" Discussed on Bloomberg Radio New York

"New battle rail mode for call of duty black ops for Don, I sound cool. Sound like, you know, what you're talking. I don't but don't worry because Matthew cantor Mendez plays the games covered. It covers it all. He's a telecom and videogame Alison Bloomberg intelligence in our Bloomberg eleven three s studio. Help me out here. So first of all what was released yesterday that some analysts and some market watchers are saying is behind the run-up inactivation. So so so today or yesterday came out the beta four even now today or yesterday it was yesterday. It started in. It's actually just the beta test of this battle royale, which is the same type of game is pudgy or fortnight. It's every man for themselves or women are, you know, let's be PC gamer every gamer for themselves. Thank you. And the idea is to eliminate the competition and be the last person standing and win lots of stuff, and it's new for call of duty. It's really new for the industry. I mean, pudgy kicked it off. Fortnight copied it and made it better. This really looks like a pudgy killer. And yet today was yesterday was the first day that pudgy concurrent users fell below a million over a year since the game launched on St.. Wow. So it's already starting to take people away. It's only in beta is it just a case of a new game. Distracted or what I think it's partly that. But also just watching the game on twitch. It actually looks like a better version of pudgy it looks more refined. It looks like it's going to be a bit better for a broader audience pudgy is very hard core. It's it's really about the experts shooting. This is a little more. Casual it's not fortnight. Casual it's gonna find a nice middle ground for activision. What's great about this? As battery our really improve call of duty presence on PC's. It's always been one of the if not the highest selling one of the top selling console games in the world over thirty million units year, but by having this battle royale mode. It should do a lot better on that's a much higher margin business for them. It's going to be really good for for activation. So let me ask you this mad because there are a lot of people listening right now, probably who don't play these games. But they hear their kids mumbling about them as they look back down to their screen. They tell them to stop talking about it. But they also are increasingly watching. Their kids watch other people play these games, and they're adults to obviously who do this. You mentioned twitch in passing talk to us about this whole movement toward people watching people play video games. I think games as a whole are becoming more social and with that is all of the elements that come with that. So if you think about professional sports. Sports started out as throwing a ball in the backyard. It's now this big spectacle. It's a very social event it brings people in people pay to watch the best in the world and video games. And now with the rise of Eastport says the same thing you want to watch the best people be the best because they're really good. No matter what they're doing. And in this case, it's watching them play call of duty. But no, I think the increasing socialization video games or something. We're going to continue. I mean battle royale is a great example of that because everyone's jumping into a map together one hundred people at a time, and it's actually crazy. You're seeing gaming headset sales fly through the roof. If you look at turtle beach tickers here the stock has been flying year to date because a fortnight fortnight is driving headset sales game stop they've had their troubles. But they said headset sales rep over eighty percent last quarter and simple question. That generally dumb question. That's because people want to talk to each other while they're playing cleaning up, and they're winning together or they're going along and eliminating and they want to stream themselves playing. On Twitter, and they want to communicate with their viewers on twitch. Also, we had a really interesting story in Bloomberg BusinessWeek magazine a few weeks ago about twitch which was part of Amazon, right, which largely has made its name for all the reasons you in all the ways you've just described Matthew around video games, and yet Amazon has big plans for twitches a platform. Well beyond this as well. Yeah. I mean, Amazon more broadly has big ambitions in video and they're trying to find the right lady used twitches the launch pad for that without taking away. What twitches because their core? Right. Right. And you don't wanna alienate gamers because I always say that gamers are fickle. And if you changed things too much and make it not their favorite. They will quickly move to something else. When stat that the last time we were talking about this that I think we were talking about fortnight, our friend Erik Gordon who we talked to yesterday. A totally different context. Sent me an Email super the most recent Super Bowls audience seventy four. The league of legends world championship ninety five million viewers, and it's global that's the important part about east sports viewership global, and it's also that targeted demographic age groups that advertisers and sponsors want. It's young it's global it actually skews heavily female. It's a lot of people think it's video games. It's all male. But roughly about forty percent of east sports enthusiasts are female. And so you get a great demographic. If you're an advertiser or sponsor, and it's all digital I which is extremely lower cost for to be able to broadcast this global, but how quickly can a name like an activision with one bummer of a game or one bummer of a release. He are their numbers impacted for sure it's still ahead driven business. It's increasingly less, so but if you look at EA they delayed a game for battlefield five. They took down their estimates for it. China carts, and you saw their stock got hammered was about a week and a half ago or so so it's still hit driven business in the sense. He's big titles have to deliver. But with the way that the companies are adding this in game content revenue stream, which is much more recurring. They're taking games to subscriptions. They're they're making it much more recurring and reducing the reliance on the big hit some quick last question demographics. Is it a younger generation that's only playing it or do people start younger and keep on playing. It's funny. I talked to a when they released their last Star Wars game, and they sold more units than they thought they did because parents and kids were buying it to play together. Fogies like Jason Murphy. I don't know about that too old and too fogy for me to play great stuff as always Matthew Kanner man telecom video game analysts at Bloomberg intelligence in our Bloomberg eleven three a studio, he.

Bloomberg activision Alison Bloomberg Matthew cantor Mendez Amazon China Bloomberg intelligence Jason Murphy Don Twitter Matthew Kanner Erik Gordon Matthew eighty percent forty percent
"alison bloomberg" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

03:05 min | 3 years ago

"alison bloomberg" Discussed on Bloomberg Radio New York

"About the retail environment president trump of course threatening to impose tariffs on every single chinese important to america the world's two largest economies exchanging the first blows in a trade war that isn't set to end anytime soon so what might it mean for retailers and as a result us consumers see michelle is senior consumer alison bloomberg intelligence she's right next to me in our bloomberg eleven three s studio in new york city along with him apar consumer retail reporter here up bloomberg news also in or near studio seema let me kick it off with you you look at this okay here we are these tariffs are coming down we know so much manufactured overseas are the products that have been focused on are not the retailers that i see that we typically think apparel not yet but should that happen it would increase the sourcing costs for most retailers in the us so they've either have to take a margin hit path that price increase off to their consumers so the end consumer might end up paying more for many products that they're already used to getting at a lower mattel is still manufactured in china because i know china china's started to do some outsourcing as well when it comes up quite a bit so for some of the retailers are cover like peer one at sixty percent and so i would say for a lot of retailers particularly in furniture it's quite a people have tried to diversify a little bit vietnam and india and other places but i don't think it's still the volume that they have in china hello come on in on this conversation you and matt townsend put out a story today to talk about how we're already thinking about christmas retailers have to plan way in advance what might this mean for a lot of retailers when they start to look about or think about the holiday season right so they do have to pan quite an advance and they've already made their buying decisions essentially for the fall for christmas and some of these items are on the way in or already in production so they're radio agreed on pricing that already so does the pricing gets kind of left on the manufacturer how does this work so if they've already purchased if they voted meet their agreements and the adams on the way in that you know those are largely set and done and when they if these products are on their way in as let's say a two hundred billion dollars tariff comes into effect if it were to say october ish well then as on the way and then they'll be hit by these imports and then they'll have to very likely push that down to the consumer right around the christmas fall season this really is dependent upon president trump calling for these two hundred billion dollars tariffs if he puts that into effect then within a few months you could really see these things start to move quickly if he wraps it up to let's say four hundred billion dollars difference then we import five hundred billion flon the us that's like eighty percents of imports flom china here a lot of these retailers they've looked elsewhere already four places they settled on china because i was cheapest option the best option for them for them to now look elsewhere and find something that's as competitive is going to be tricky for them also not easy to just move your supply chain so it takes time in years and particularly not as you're going into q three q four for holiday nobody wants to.

president america two hundred billion dollars four hundred billion dollars sixty percent
"alison bloomberg" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

02:22 min | 3 years ago

"alison bloomberg" Discussed on Bloomberg Radio New York

"Seems marcus everybody else's fault anyway let's talk about e you politics as well italy's new populist government faces its first big challenge before it can start overhauling eu rules this as it faces confidence votes in both houses of parliament as early as this week bloomberg's allesandro migliaccio has the latest well this i thought is likely to go smoothly as both parties have agreed on program in cabinet the slim majority in the senate may make futures much more nerve wracking as lawmakers spar over which of their expensive electoral promises should be kept i in rome alison bloomberg daybreak europe in corporate news buyer has said it will drop the monsanto name once it's completed its acquisition monsanto products will retain their brand names and become part of the buyer portfolio the german company also said it plans to complete the deal on thursday and microsoft has agreed to acquire gets hub the code repository company popular with many software developers and could announce the deal as soon as today it's understood that gets hub preferred selling the company to going public and chose microsoft partially because it was impressed by ceo southern adela gets was valued at two billion dollars back in twenty fifteen a spokesman for microsoft declined to comment get help didn't return and email seeking requests for comment either does your top stories for the latest in global news here's bloomberg's leon guarantee 'em good morning nara north korea will get relief from international sanctions anywhere it has shown irreversible news towards denuclearization defense secretary james mattis met counterparts from south korea and japan in singapore ahead of next week's potential summit bloomberg's peter pay has this report from seoul singapore track over the weekend after trump received a letter from the north korean leader since the war of words that almost a real severe expectations for historic somewhat trump conceding that north korea may not immediately agreed to give up its nuclear weapons in so peter paypal burke daybreak europe populace former prime minister has won slovenia's elections and campaign similar to its eastern neighbour italy where nationalist ultimately formed the government bloomberg's boroughs czerny explains his rivals are varying to block him from government that may be a pyrrhic victory for young as young as he's anti immigrant campaign united rival parties let's say have enough support to blocking from forming a government president board is set to give the.

italy president seoul singapore peter singapore james mattis nara north korea leon ceo monsanto alison bloomberg rome bloomberg slovenia prime minister
Italy, President and Seoul Singapore discussed on Bloomberg Daybreak: Europe

Bloomberg Daybreak: Europe

02:22 min | 3 years ago

Italy, President and Seoul Singapore discussed on Bloomberg Daybreak: Europe

"Seems marcus everybody else's fault anyway let's talk about e you politics as well italy's new populist government faces its first big challenge before it can start overhauling eu rules this as it faces confidence votes in both houses of parliament as early as this week bloomberg's allesandro migliaccio has the latest well this i thought is likely to go smoothly as both parties have agreed on program in cabinet the slim majority in the senate may make futures much more nerve wracking as lawmakers spar over which of their expensive electoral promises should be kept i in rome alison bloomberg daybreak europe in corporate news buyer has said it will drop the monsanto name once it's completed its acquisition monsanto products will retain their brand names and become part of the buyer portfolio the german company also said it plans to complete the deal on thursday and microsoft has agreed to acquire gets hub the code repository company popular with many software developers and could announce the deal as soon as today it's understood that gets hub preferred selling the company to going public and chose microsoft partially because it was impressed by ceo southern adela gets was valued at two billion dollars back in twenty fifteen a spokesman for microsoft declined to comment get help didn't return and email seeking requests for comment either does your top stories for the latest in global news here's bloomberg's leon guarantee 'em good morning nara north korea will get relief from international sanctions anywhere it has shown irreversible news towards denuclearization defense secretary james mattis met counterparts from south korea and japan in singapore ahead of next week's potential summit bloomberg's peter pay has this report from seoul singapore track over the weekend after trump received a letter from the north korean leader since the war of words that almost a real severe expectations for historic somewhat trump conceding that north korea may not immediately agreed to give up its nuclear weapons in so peter paypal burke daybreak europe populace former prime minister has won slovenia's elections and campaign similar to its eastern neighbour italy where nationalist ultimately formed the government bloomberg's boroughs czerny explains his rivals are varying to block him from government that may be a pyrrhic victory for young as young as he's anti immigrant campaign united rival parties let's say have enough support to blocking from forming a government president board is set to give the.

Italy President Trump Seoul Singapore Peter Singapore James Mattis Nara North Korea Leon CEO Monsanto Alison Bloomberg Rome Bloomberg Slovenia Prime Minister
"alison bloomberg" Discussed on KBNP AM 1410

KBNP AM 1410

01:46 min | 3 years ago

"alison bloomberg" Discussed on KBNP AM 1410

"Risk associated with cord cutting that's primarily because it's not in the basic cable tv business so it's in broadcast television was cbs which has its own challenges but broadcast television is really benefiting from something called retransmission revenues which means that they're actually getting paid by the cable operators satellite like tick to carry their broadcast network and that was not the case up until five or six years ago so that's a growing source of revenue for cbs they have showtime which is also a very good business for them and they've really kind of focused on their international distribution business so they've actually got some a a nice clean story they are clearly not big enough to be a longterm player in the consolidating media business and you know i think a lot of cbs investors would say i like a standalone cbs better because it's a better standalone company number one and number two it could potentially be a takeout candidate in a consolidating marketplace is gonna ask your positive somebody else could come into the picture to kind of complicated or help out here or i think national amusement with their ownership stake in both companies it's very unlikely i think the first step here has to be a combination of these two companies and then maybe sherry redstone steps back after your too and says gee is this combined company big enough to really compete in in a consolidating place when i have to compete against facebook's apples and googles of the world not just other media companies what's next it's got about twenty seconds here happens now is it go to court i think it looks like unless this is going to force these companies to the table to negotiate one option the other option is it goes to court god and it ain't over yet no it's not do you think this deal will get done i think it will ultimately get done because it really does make sense for both companies long term but right now it does not look good pretty messy pulse sweeney us director of research and senior media and internet alison bloomberg.

cbs facebook sherry redstone director of research alison bloomberg twenty seconds six years
"alison bloomberg" Discussed on KBNP AM 1410

KBNP AM 1410

01:55 min | 3 years ago

"alison bloomberg" Discussed on KBNP AM 1410

"Yes indeed you can make some stop and that's what we've seen with the broadcom qualcomm merger in kings are us semiconductor networking report he's been tracking the ups and downs of the broadcom qualcomm saga for awhile now the latest chapter of the story as you all well know last night president trump blocking broadcom's plan taker of qualcomm so now what let's ask ian and our matt larsen litigation alison bloomberg intelligence both of them in our bloomberg nine sixty studio in san francisco in it's a story that keeps on giving so done this is it it's hard to see a way back at this point and i would just talking about this before we came to talk to you carolyn them there really isn't a precedent for overturning a decision like this of sixty they've been told in explicit terms this is not going to happen and they're not allowed to work on this deal anymore broadcom hasn't officially given up yet hasn't officially said we're gonna stop doing this but at this point is really difficult to say how does a way forward for them how do you guys make sense of kind of just how things played out conversation so now what what's left.

broadcom qualcomm san francisco us president ian matt larsen alison bloomberg