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The Problem with Anthropic's Super Bowl Ad
20VC with Harry Stebbings· 2026-02-13 05:30
The only place anthropic is weak is consumer. So of all the things they could have done in the Super Bowl, say the engineers's pal, the the product guy's buddy, all the things they could say how he revolutionized product creation, they talk about the one area they fail, which is say we won't put ads in an app nobody uses for this use case. It's nothing but a dig.It makes no sense. ...
X @BBC News (World)
BBC News (World)· 2026-02-12 17:46
Weekly quiz: What was written on Bad Bunny's ball at the Super Bowl? https://t.co/sI7wzVZndn ...
Why Cardi B’s Halftime Show Cameo Matters to Prediction Markets
Bloomberg Television· 2026-02-12 16:25
There was a bet. Will Cardi B perform at the Super Bowl. Yeah.>> And now the question is, does standing on stage and kind of bobbing your head and mouthing words count as a performance. >> Uh, Polly Market says it does. Cali says it doesn't.>> Oh, interesting. Yeah. >> Do you have an opinion on whether Cardi B performed at the Super Bowl.I mean, it's funny, but it's also kind of relevant. Someone has actually filed a complaint to the commission about Koshi's decision specifically. Well, of course, we're spe ...
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded?
20VC with Harry Stebbings· 2026-02-12 15:06
Mike Cannon-Brookes is the Co-Founder and Co-CEO of Atlassian, the software giant behind products like Jira, Confluence, and Trello. Under his leadership, Atlassian has become one of the world’s most successful enterprise software companies, serving over 250,000 customers globally. Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Rory O’Driscoll is a General Partner @ Scale where he has led i ...
ABInBev(BUD) - 2025 Q4 - Earnings Call Transcript
2026-02-12 15:02
Financial Data and Key Metrics Changes - In 2025, the company achieved dollar-based EPS growth of 6% to $3.73 per share, with a 9.4% increase in constant currency [22][26] - EBITDA increased by 4.9%, with margin expansion of 101 basis points, resulting in a revenue per hectoliter increase of 4.4% [7][21] - Free cash flow was maintained at $11.3 billion, allowing for increased share buybacks and a 15% increase in total dividends compared to the previous year [7][24] Business Line Data and Key Metrics Changes - The Mega Brands and premium portfolio outperformed the overall business, with the Beyond Beer and non-alcohol beer portfolios growing revenues by 23% and 34%, respectively [6][15] - The BEES Marketplace GMV increased by 61% to $3.5 billion, indicating strong growth in the digital marketplace segment [6][17] Market Data and Key Metrics Changes - Revenue increased in 65% of the company's markets, with EBITDA growth in four of five operating regions [8] - In the U.S., market share gains were noted in both beer and spirits, with significant growth from brands like Michelob ULTRA and Cutwater [9][10] - In China, revenue declined by low teens, but market share trends improved towards the end of the year [11][45] Company Strategy and Development Direction - The company continues to focus on premiumization, innovation, and expanding its digital ecosystem through the BEES Marketplace [12][18] - The strategy emphasizes long-term growth drivers such as balanced choices, premiumization, and the Beyond Beer segment [33][60] - The company aims to leverage its diversified geographic footprint to capture future industry growth, particularly in emerging markets [8][12] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the 2026 outlook, citing improved momentum as the company exited 2025 and the upcoming FIFA World Cup as a significant opportunity [26][33] - The operating environment in 2025 was described as dynamic, with challenges in consumer demand and weather impacting performance [26][32] Other Important Information - The company invested $7.4 billion in sales and marketing in 2025, maintaining an average of over $7 billion per year since 2021 [12] - The company has a strong focus on sustainability, achieving goals in water and agriculture while making progress in climate and packaging objectives [24][25] Q&A Session Summary Question: Insights on beer as a passion point for consumers - Management emphasized the role of beer in bringing people together and creating moments of celebration, highlighting the importance of moderate consumption [30][31] Question: Key elements of the U.S. market turnaround - Management noted the importance of consistency and long-term investment strategies in the U.S. market turnaround, with a focus on portfolio rebalancing and brand innovation [37][39] Question: Update on China’s commercial execution - Management reported progress in penetrating the off-trade channel and noted stabilization in the on-trade channel, with cautious optimism for 2026 [43][45] Question: Competitive dynamics in Brazil - Management indicated that improved weather conditions and closing price gaps contributed to positive momentum in Brazil, with strong brand demand continuing into the new year [46][47] Question: Thoughts on phasing in 2026 - Management acknowledged the unique dynamics of 2026, particularly with the World Cup, and indicated a concentration of marketing investments in the second and third quarters [64][67] Question: CapEx sustainability - Management expressed confidence in maintaining low CapEx levels through efficiency and technology, ensuring support for business needs [68][69] Question: Potential of BEES Marketplace - Management highlighted the growth opportunity in the BEES Marketplace, particularly in the third-party segment, which is becoming increasingly profitable [72][75] Question: Growth in non-alcohol beer and RTDs - Management attributed high growth in non-alcohol beer to superior product quality and technology investments, with plans for further expansion in the U.S. [79][80]
X @Bloomberg
Bloomberg· 2026-02-12 12:00
During the recent Super Bowl, the big prediction market platforms didn't just offer bets on the game itself, but also on more exotic facets — one example? Who would join Bad Bunny in the performance.On this episode of the Odd Lots podcast, @tracyalloway and @thetalwart speak with new CFTC Chairman Michael Selig about his agency's role in regulating prediction markets https://t.co/qoGXjc1GMM ...
Seahawks celebrate Super Bowl win with parade
NBC News· 2026-02-12 05:50
Seahawks, their fans celebrating their Super Bowl victory in Seattle today. Police thought maybe a million people would turn out. City schools were open, so any kid that missed class, no excused absence.I have a feeling there's still some kids in that parade. ...
Waymo Co-CEO on the Road to 1 Million Robotaxi Rides a Week
Bloomberg Technology· 2026-02-11 22:24
You've just raised $16 billion. That's a lot of money. What does it unlock for Waymo over the next 12, 24 months.Raising the $16 billion and at $126 billion valuation is really a vote of confidence. I mean, this team has been heads down for a long time trying to bring this sort of scientific project into reality and at scale. And so it's a huge vote of confidence, not only from our majority investor alphabet, but also from our co-lead investors, Sequoia and DST and Dragoneer, as well as a host of world clas ...
X @BSCN
BSCN· 2026-02-11 21:17
🚨JUST IN: PREDICTION MARKET OPEN INTEREST CROSSES $1B MILESTONE AFTER SUPERBOWLVolume across @Polymarket and @Kalshi hits record $400M as Super Bowl and political betting drive unprecedented liquidity surge in decentralized prediction markets. https://t.co/dLdphNoFBt ...
How the Super Bowl Halftime Show Is Made
Bloomberg Television· 2026-02-11 19:43
The setting up for the Apple Music Super Bowl halftime show. I'm that Funny is about the stage. I'm Rhonda Williams, a sports business reporter at Bloomberg News.And I'm taking you inside the world's biggest, flashiest and most expensive sporting events to answer one question. How does sports become this big of a business. We know all about the game.But let's face it, sometimes the performance outshines the sport. What's your favorite halftime show performer ever. Fritz, J-Lo.Beyonce there. But yeah. Bruno ...