February 11, 2026
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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.
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