Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Hosts: Paul Sweeney and Scarlet Fu 

On this podcast:

- Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses Transocean buying Valaris in a stock deal valued at $5.8 billion.

- Andrew Grant, BNEF Head of Intelligent Mobility, discusses his outlook for robotaxi services.

- Kristina Peterson, Bloomberg News Food Industry Reporter, discusses the new Kraft Heinz CEO pausing the company’s split.

- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola earnings.

- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings.

- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile earnings.

- Jonathan Palmer, Senior Equity Research Analyst at Bloomberg Intelligence, discusses CVS earnings.

- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Hilton Worldwide earnings.

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.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp; Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses Transocean buying Valaris in a stock deal valued at $5.8 billion. - Andrew Grant, BNEF Head of Intelligent Mobility, discusses his outlook for robotaxi services. - Kristina Peterson, Bloomberg News Food Industry Reporter, discusses the new Kraft Heinz CEO pausing the company&rsquo;s split. - Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola earnings. - Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings. - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile earnings. - Jonathan Palmer, Senior Equity Research Analyst at Bloomberg Intelligence, discusses CVS earnings. - Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Hilton Worldwide earnings. 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.

Listen for investment news and in-depth company research. 

Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.

Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.

Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to analyze markets, companies and industries.

Bloomberg Intelligence

BI Weekend: Coca Cola, Hasbro, T-Mobile Earnings  

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/00126a69-2864-40d7-86a2-b3f0012b8938/transcript

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses recent earnings.
Airbnb shares rose after the company posted strong fourth-quarter bookings and issued an upbeat revenue outlook, citing strong travel demand and growing adoption of its new flexible payment and booking options.
Also, Pinterest shares fell by the most in more than three years after the company projected current-quarter sales that fell short of Wall Street estimates, the latest in a rocky period marked by layoffs and a pivot toward artificial intelligence products.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why software companies are facing pressure amid concerns that AI will erode demand.
According to Bloomberg Intelligence: The top 2-3 companies in each industry could retain their ranking given high domain-expertise, brand and their ability to spend aggressively in embedding AI (intelligence) across their products, assuming they have access to all the frontier models.

-Nicole D'Souza, Bloomberg Intelligence Internet and Software Equity Analyst, discusses travel earnings. 
 Expedia shares tumble despite the online travel company reporting the fastest fourth-quarter revenue growth in three years and first-quarter sales and gross bookings view above Wall Street estimates.  TripAdvisor shares fell to a 10-month low intraday after the online travel company reported adjusted earnings per share for the fourth quarter that fell well short of the average analyst estimate.

-Edward Najarian, Bloomberg Intelligence Consumer Finance Analyst, discusses research on American Express. According to Bloomberg Intelligence: American Express' focus on attracting new premium cardholders should help it meet consensus EPS growth of 14-15% in 2026-27, with stronger fee economics likely overlooked by investors noting its 4Q decline in US new-card acquisitions and 16% rise in customer-engagement expenses tied to high-fee cards.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses recent earnings. Airbnb shares rose after the company posted strong fourth-quarter bookings and issued an upbeat revenue outlook, citing strong travel demand and growing adoption of its new flexible payment and booking options. Also, Pinterest shares fell by the most in more than three years after the company projected current-quarter sales that fell short of Wall Street estimates, the latest in a rocky period marked by layoffs and a pivot toward artificial intelligence products. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why software companies are facing pressure amid concerns that AI will erode demand. According to Bloomberg Intelligence: The top 2-3 companies in each industry could retain their ranking given high domain-expertise, brand and their ability to spend aggressively in embedding AI (intelligence) across their products, assuming they have access to all the frontier models. -Nicole D'Souza, Bloomberg Intelligence Internet and Software Equity Analyst, discusses travel earnings. &nbsp;Expedia&nbsp;shares tumble&nbsp;despite the online travel company reporting the fastest fourth-quarter revenue growth in three years and first-quarter sales and gross bookings view above Wall Street estimates.&nbsp; TripAdvisor&nbsp;shares fell to a 10-month low intraday after the online travel company reported adjusted earnings per share for the fourth quarter that fell well short of the average analyst estimate. -Edward Najarian, Bloomberg Intelligence Consumer Finance Analyst, discusses research on American Express. According to Bloomberg Intelligence: American Express' focus on attracting new premium cardholders should help it meet consensus EPS growth of 14-15% in 2026-27, with stronger fee economics likely overlooked by investors noting its 4Q decline in US new-card acquisitions and 16% rise in customer-engagement expenses tied to high-fee cards.

Airbnb Gains as ‘Healthy’ Demand Fuels Faster Growth in 2026 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/191d7952-c50c-4f06-b788-b3f0012483b1/transcript

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Cisco earnings. Cisco Systems Inc. suffered its worst stock decline in more than two years after giving a weaker-than-expected forecast for profitability, a sign that higher memory-chip prices are taking a toll. 

- Jody Lurie, Bloomberg Intelligence Credit Analyst, recaps Hyatt earnings. Hyatt shares climbed to an intraday record after the hotel chain’s fourth-quarter adjusted earnings per share blew past analysts’ estimates, despite a weaker-than-expected adjusted Ebitda outlook for the full year. Its earnings follow strong prints from peers Hilton and Marriott, which are also trading near records.

- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps McDonalds and Restaurant Brands earnings. McDonald’s Corp.’s US sales grew at the fastest pace in more than two years in the fourth quarter as value meals continued to resonate with cost-conscious diners. Restaurant Brands International Inc. increased its regular quarterly cash dividend to 65 cents per share from the previous dividend of 62 cents per share.

- Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, recaps AppLovin earnings. AppLovin shares fell after the mobile-app marketing company reported its fourth-quarter results and gave an outlook. While both were above consensus expectations on key metrics, they may not be strong enough to assuage recent concerns over AI-related disruption.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Cisco earnings. Cisco Systems Inc. suffered its worst stock decline in more than two years after giving a weaker-than-expected forecast for profitability, a sign that higher memory-chip prices are taking a toll.&nbsp; - Jody Lurie, Bloomberg Intelligence Credit Analyst, recaps Hyatt earnings. Hyatt&nbsp;shares climbed to an intraday record after the hotel chain&rsquo;s fourth-quarter adjusted earnings per share blew past analysts&rsquo; estimates, despite a weaker-than-expected adjusted Ebitda outlook for the full year. Its earnings follow strong prints from peers Hilton and Marriott, which are also trading near records. - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps McDonalds and Restaurant Brands earnings. McDonald&rsquo;s Corp.&rsquo;s US sales grew at the fastest pace in more than two years in the fourth quarter as value meals continued to resonate with cost-conscious diners. Restaurant Brands International Inc. increased its regular quarterly cash dividend to 65 cents per share from the previous dividend of 62 cents per share. - Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, recaps AppLovin earnings. AppLovin shares fell after the mobile-app marketing company reported its fourth-quarter results and gave an outlook. While both were above consensus expectations on key metrics, they may not be strong enough to assuage recent concerns over AI-related disruption.

Cisco Tumbles After Profit-Margin Squeeze Overshadows AI Gains 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/594d90c9-7458-4817-9ac4-b3ef0123fccd/transcript

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Kristina Peterson, Bloomberg News Food Industry Reporter, discusses  Kraft Heinz halting plans to split in two. The company will invest $600 million in marketing, research and development, improving its products and reducing some prices, and is launching healthier options.

-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses earnings from Hilton Worldwide. Hilton reported fourth quarter earnings that beat expectations, as the company’s ability to add new hotels to its global network drove growth.

-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile earnings. T-Mobile US Inc. added 962,000 new wireless subscribers in the fourth quarter, compared with estimates for 992,000. The company aims to distinguish itself from competitors in value and network quality, with promotions like free Netflix Inc. subscriptions and Wingstop chicken.

-Mark Douglas, MNTN President and CEO, discusses MNTN earnings and the latest in the streaming arms race. MNTN just reported Q4 and FY 2025 earnings, closing out a record year with strong Q4 revenue growth, gross margin expansion, and Adjusted EBITDA improvement.The company is unlocking TV advertising for millions of small to midsized businesses for the first time and turning Connected TV into a core pillar of SMB performance marketing strategy.

 

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Kristina Peterson, Bloomberg News Food Industry Reporter, discusses &nbsp;Kraft Heinz halting&nbsp;plans&nbsp;to split in two. The company will invest $600 million in marketing, research and development, improving its products and reducing some prices, and is launching healthier options. -Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses earnings from Hilton Worldwide. Hilton reported fourth quarter earnings that beat expectations, as the company&rsquo;s ability to add new hotels to its global network drove growth. -John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile earnings. T-Mobile US Inc. added 962,000 new wireless subscribers in the fourth quarter, compared with estimates for 992,000. The company aims to distinguish itself from competitors in value and network quality, with promotions like free Netflix Inc. subscriptions and Wingstop chicken. -Mark Douglas, MNTN President and CEO, discusses MNTN earnings and the latest in the streaming arms race. MNTN just reported Q4 and FY 2025 <a href="https://www.businesswire.com/news/home/20260210814993/en/MNTN-Reports-Record-Fourth-Quarter-and-Full-Year-2025-Results" data-destination="https://www.businesswire.com/news/home/20260210814993/en/MNTN-Reports-Record-Fourth-Quarter-and-Full-Year-2025-Results">earnings</a>, closing out a record year with strong Q4 revenue growth, gross margin expansion, and Adjusted EBITDA improvement.The company is unlocking TV advertising for millions of small to midsized businesses for the first time and turning Connected TV into a core pillar of SMB performance marketing strategy.
&nbsp;

New Kraft Heinz CEO Pauses Split to Focus on Boosting Profit 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e52de464-dbbf-4872-9137-b3ee0122359c/transcript

BI Weekend: Coca Cola, Hasbro, T-Mobile Earnings

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