Meta's Margin Surprise; Microsoft Aims at Zoom (Podcast)

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In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:

Meta's Gross Margin May Erode More Than Street Expects -- Mandeep Singh talks tech stocks.

EU Banks' $30 Billion Buyback, Dividend Goals vs. Recession Risk -- Philip Richards says war in Ukraine and economic uncertainty could prompt European banks to reassess share-buyback plans.

Emerson Electric Set to Power Past and Boost Targets -- Karen Ubelhart explains why rising expectations for Emerson may have further to climb.

Microsoft Teams Poses Big Threat to Zoom in Video Conferencing -- John Butler says Zoom's biggest video conferencing market threat is Microsoft Teams.

Biotech-Market Turmoil May Afford Large Drugmakers M&A Scope -- Michael Shah says market conditions could provide large drugmakers scope for acquisitions.

The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI }.

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