Walt Disney surprises positively thanks to streaming business + Siemens Healthineers increases profit + Trump's tariffs could cost US industry billions
Walt Disney $DIS (-0,23 %)surprises positively thanks to 'Moana 2' and streaming business
- Thanks to a strong streaming business and the success of the animated film "Moana 2", the US media company Walt Disney has exceeded market expectations at the start of its new financial year.
- Sales and profits were higher than expected, according to the figures presented by Disney in Burbank on Wednesday.
- In other business areas, however, including the TV business and the operation of the theme parks, things were less rosy.
- The stock market also criticized the fact that the forecast was not raised.
- The share price fell in pre-market US trading. In the first quarter to the end of December, Disney's turnover rose by 5 percent to 24.7 billion US dollars (23.9 billion euros) compared to the same period in the previous year.
- Adjusted operating profit rose by almost a third to 5.1 billion dollars.
- The profit attributable to shareholders climbed even more strongly to just under 2.6 billion dollars.
- The quarter was a strong start to the financial year, said Disney CEO Bob Iger according to the press release.
- He remains confident about the growth strategy.
Siemens Healthineers $SHL (-0,42 %)American demand and restructuring
- The medical technology group Siemens Healthineers has made a surprisingly good start to the new fiscal year.
- In the three months to the end of December, total sales climbed by almost six percent to just under 5.5 billion euros, as the Siemens subsidiary announced in Erlangen on Thursday.
- Excluding currency and portfolio effects, the increase amounted to 5.7 percent.
- Business in the Americas and in the Asia, Pacific, Japan region grew in particular.
- In China, however, revenue fell by a mid-single-digit percentage due to the ongoing delays in the awarding of orders.
- Adjusted for special effects, earnings before interest and taxes (EBIT) increased by eleven percent to 822 million euros, mainly due to cost savings in connection with restructuring in the Diagnostics division.
- Sales and operating profit thus exceeded analysts' expectations.
- The bottom line for Siemens Healthineers shareholders was a profit of 474 million euros after 431 million in the previous year.
- Group CEO Bernd Montag maintained the targets for the fiscal year.
Trump's tariffs could cost the US industry billions
- Ford$F (-0,16 %) -Ford CEO Jim Farley has warned the White House that long-term punitive tariffs of 25 percent on deliveries from Mexico and Canada would hit the US car industry hard.
- This would cost American manufacturers billions of dollars in profits and have serious consequences for jobs in the USA, Farley said after presenting quarterly figures.
- US car giants such as Ford and General Motors $GM (+1,47 %)had expanded production in neighboring countries in recent years.
- US President Donald Trump recently imposed additional tariffs of 25 percent on goods from Mexico and Canada - but then quickly postponed them for 30 days.
Thursday: Stock market dates, economic data, quarterly figures
- ex-dividend of individual stocks
- Ascencio SCA EUR 4.30
- Quarterly figures / company dates USA / Asia
- 12:30 Honeywell quarterly figures
- 13:00 Philip Morris | Conocophillips Quarterly figures
- 22:00 Expedia Group quarterly figures
- 22:05 Amazon | Verisign quarterly figures
- No time specified: Yum! Brands | Hershey | Air Products and Chemicals | Eli Lilly | Bristol Myers Squibb | Intercontinental Exchange | KKR & Co | Sonos | Warner Music quarterly figures
- Quarterly figures / Company dates Europe
- 06:30 Societe Generale annual results
- 07:00 Aurubis | Siemens Healthineers | Rational | Arcelormittal | ING Groep | Volvo Car Annual results
- 07:30 Hannover Re Renewals 2025 | Siemens Healthineers PK
- 08:00 Astrazeneca | A.P. Moeller-Maersk Annual Results
- 08:30 Siemens Healthineers Analyst Conference
- 09:00 Hannover Re PK
- 10:00 Qiagen annual results press conference
- 12:00 Linde quarterly figures
- 15:00 Kion Pre-Close-Call | Linde PK
- 16:00 Qiagen Analyst Conference
- 17:45 Vinci annual results
- 18:00 LOreal annual results
Economic data
- 08:00 DE: New orders December seasonally adjusted FORECAST: +2.0% yoy previous: -5.4% yoy
- 11:00 EU: December Eurozone Retail Sales PROGNOSE: -0.1% yoy previous: +0.1% yoy
- 13:00 UK: BoE, outcome and minutes of the Monetary Policy Council meeting and Monetary Policy Report Bank Rate FORECAST: 4.50% previously: 4.75%
- 14:30 US: Initial jobless claims (week) FORECAST: 214,000 previously: 207,000
- 14:30 US: Productivity ex Agriculture (1st release) 4Q annualized PROGNOSE: +1.4% yoy Q3: +2.2% yoy Unit labor costs PROGNOSE: +3.3% yoy Q3: +0.8% yoy
- 20:30 US: Fed Governor Waller, speech at the Atlantic Council at 'Navigating the Future of Payments' event
