Disney Earnings and Rising Health Costs 11/13/25

Squawk Pod

CNBC

Business News, Investing, Business, News

4 • 494 Ratings

🗓️ 13 November 2025

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

Disney beat earnings expectations this quarter but missed on revenue as its TV networks and a soft theatrical slate weighed on results. CNBC’s Julia Boorstin joins with Disney CFO Hugh Johnston to break down the results and discuss the company’s streaming strategy, theme parks, and the YouTube TV blackout. Then, Oscar Health CEO Mark Bertolini explains rising insurance premiums, the path ahead for the ACA, and what it will take to rein in the country’s soaring health care costs. Plus, CNBC’s Emily Wilkins goes over how the government is starting to reopen after President Trump signed a funding bill, ending the shutdown. Emily Wilkins - 03:44 Hugh Johnston - 18:33 Mark Bertolini - 32:27 In this episode: Julia Boorstin, @JBoorstin Hugh Johnston, @hughjohnston Mark Bertolini, @mtbert Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcript

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0:00.0	Bring in show music, please.
0:04.3	Hi, I'm CNBC producer Katie Kramer.
0:07.0	Today on Squawk Pod.
0:09.5	It's over.
0:10.4	The longest government shutdown wrapped.
0:12.9	The House extends federal funding through January.
0:15.9	And that's it?
0:16.9	They left town again after they voted.
0:19.1	They weren't in session for more than 50 days.
0:21.6	Just how happy and healthy are American consumers.
0:25.6	Entertainment and Vacation Giant Disney reported quarterly numbers.
0:29.6	CFO Hugh Johnston joins us.
0:31.6	Our consumer is operating in a very healthy way.
0:34.6	On streaming, spending, and leisure. I think they're being more choiceful,
0:39.3	but when it comes to something as significant
0:41.3	as a Disney experience, you don't want to cheap out on that.
0:44.3	When you're taking the family, you want to go all in.
0:47.3	And Obamacare, 15 years after it's passing into law,
0:51.3	it remains a political football.
0:53.3	We have a wide-ranging conversation
0:55.8	with Oscar Health's Mark Bertolini. 50% of American small businesses use the Affordable Care Act.
1:02.0	Small businesses are 50% of our GDP. They're the engine of our economy. 27% of farmers use the Affordable Care Act.
	...

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