Super Bowl 2026: AI ads everywhere + big tech earnings: Amazon & Google скачать в хорошем качестве

Super Bowl 2026: AI ads everywhere + big tech earnings: Amazon & Google

The Super Bowl isn’t just football—it’s the biggest advertising marketplace in American TV. Kate Scott-Dawkins (live from Levi’s Stadium) joins Jeff Foster and Nidhi Shah to break down Super Bowl commercials, the cost of Super Bowl ads, and why brands still pay for the last truly mass, shared TV moment. They also unpack a major earnings week—Amazon, Alphabet (Google/YouTube), Uber, Disney, and Fox—and the theme cutting across everything: AI investment and rising capex, plus what it means for retail media, streaming ads, and sports rights economics. Topics include: Super Bowl ad “hacks” (prediction markets and skywriting), the “AI Super Bowl” creative playbook, Amazon advertising and Prime Video, Google search growth and retail ad spend, Uber’s $2B ads run-rate and AV data partnerships, Disney’s shifting profit mix, Fox/Tubi growth, and why sports rights keep squeezing margins. 0:00 – Intro: inside Levi’s Stadium vs the “advertising Super Bowl” at home 01:22 – Watching the game + what commercial breaks feel like in-stadium 02:34 – Prediction markets ad ban: Kalshi skywriting and “hacking” the Super Bowl 04:00 – San Francisco OOH: why every billboard says “AI” 04:39 – Super Bowl creative takeaways: Gemini, Alexa, celebrities 05:53 – Halftime show moments and cultural impact 07:05 – Early ratings chatter + why this reach is hard to replicate 08:17 – The reach math: what it would cost to match Super Bowl scale elsewhere 09:23 – Retail/commerce media: Walmart’s milestone and resilient growth 10:31 – Amazon results: ads, Prime Video, and audience scale 11:31 – AI capex surge: 2025 vs 2026 spending acceleration 12:07 – Alphabet/Google: $400B year, search growth, YouTube signals, CapEx jump 16:13 – Uber: $2B ads run-rate, AV strategy, Nvidia partnership, expansion 20:01 – Disney: earnings, streaming economics, and CEO succession signals 25:18 – Fox: sports rights pressure, Tubi growth, and ad category strength 29:44 – Europe: AI adoption in marketing/sales and budget implications 32:25 – Wrap-up + what to watch next (Snap note) Related read: As premium sports rights get more expensive, the marketing model has to evolve too. Here’s how WPP Media Sports is reinventing sports marketing for growth. https://www.wppmedia.com/news/wppmedi...