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Elon Musk faces new court battle with unhappy shareholders, reports FT

General

Apr 30, 2025

Elon Musk faces a 2025 trial over claims that his 2022 tweets about placing his $44 billion Twitter deal “on hold” misled shareholders, causing them financial losses. Plaintiffs argue Musk, as the sole negotiator, knew the merger terms left no room for renegotiation, yet his tweets suggested otherwise.

Attempts to dismiss the case have failed, and the plaintiffs are seeking testimony from biographer Walter Isaacson. Musk’s defence hinges on whether investors reasonably relied on his tweets.

The case follows earlier legal scrutiny over his “funding secured” Tesla tweet and ongoing regulatory issues linked to his public communications.

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EU views break from US as unrealistic amid global tech race, reports Politico

General

Apr 30, 2025

A draft of the EU’s upcoming International Digital Strategy acknowledges that decoupling from dominant U.S. tech firms is “unrealistic,” despite concerns over dependence on companies like Amazon, Microsoft and Google.

The strategy prioritises cooperation across global tech supply chains while aiming to boost European competitiveness through alliances on key technologies such as AI, quantum computing and semiconductors. It also calls for defensive measures, including excluding Chinese vendors like Huawei from 5G networks and securing subsea cable infrastructure with allies.

The EU aims to balance collaboration with sovereignty amid rising geopolitical tensions and digital security threats. The strategy will be presented on 4 June.

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Google CEO Sundar Pichai to take the stand at search antitrust trial, reports Reuters

General

Apr 30, 2025

Google CEO Sundar Pichai is set to testify in a Washington antitrust trial where the U.S. Department of Justice is seeking to force Google to sell its Chrome browser and stop paying to be the default search engine on devices. The DOJ argues Google’s dominance stifles competition, especially as search overlaps with AI. Google says the proposed remedies would harm developers, users, and smaller firms like Mozilla.

The trial could reshape the internet by challenging Google’s search monopoly.

Google has made some concessions and plans to appeal any adverse ruling from Judge Amit Mehta once a decision is reached.

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Microsoft president says company respects European laws amid US criticism, reports Reuters

General

Apr 30, 2025

Microsoft President Brad Smith affirmed the company’s commitment to European laws, including the Digital Markets Act, distancing Microsoft from the White House’s criticism of recent EU fines against Apple and Meta.

In a speech in Brussels, Smith pledged respect for EU regulations and outlined plans to expand Microsoft’s data centre capacity in Europe by 40% within two years. To address concerns over US tech dominance and data privacy, Microsoft will establish European oversight for its local data operations.

Smith also promised to challenge any foreign orders to halt cloud services in Europe through legal means, reinforcing Microsoft’s commitment to the region.

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British and European marketers trim ad spend in the face of Trump’s tariffs, reports Digiday

General

Apr 30, 2025

WARC and the Advertising Association have downgraded the UK’s 2025 ad spend forecast to £45.2 billion, citing low economic confidence, recent tax hikes and Donald Trump’s tariffs.

Advertisers are delaying or cancelling campaigns, with some European brands shifting budgets away from the US due to supply concerns. Though the tariffs' direct effects are limited, uncertainty has created a cautious market.

Sectors like automotive have paused creative spending, and digital ad growth is slowing. Marketers are focusing on agile, performance-driven strategies, favouring media with measurable returns. Further ad spend downgrades are expected in France and Germany as global economic pressures persist.

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Spotify Earnings For Q1 2025 Show +15.2% YoY Revenue Growth, Net Income Up By +14.2% YoY

+ 15% YoY Opinions

Earnings

Apr 29, 2025

Audio Advertising

FT reports:

Spotify gained 5 million paying subscribers in Q1 2024, reaching 268 million—its strongest first-quarter growth since 2020 and above its 265 million forecast. Despite this, shares fell nearly 8% as its Q2 user outlook of 689 million missed analyst expectations.

CEO Daniel Ek acknowledged economic uncertainty linked to US tariffs but expressed long-term confidence, highlighting the appeal of Spotify’s free tier. The company posted €225 million in net income on €4.2 billion in revenue.

While relatively shielded from a downturn, analysts note Spotify’s advertising revenue—up 8% year-on-year to €419 million—could be impacted if a recession occurs.

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Snap Earnings For Q1 2025 Show +14.1% YoY Revenue Growth, Net Loss Down By -54.2% YoY

+ 14% YoY Opinions

Earnings

Apr 29, 2025

CNBC reports:

Snap reported better-than-expected Q1 revenue of $1.36 billion, driven by 14% year-on-year growth and strong direct response advertising. However, shares fell 13% after-hours as the company declined to provide Q2 guidance due to macroeconomic uncertainty, including potential impacts from the end of the U.S. de minimis tariff exemption.

Net loss narrowed to $140 million, or 8 cents per share. Daily active users rose to 460 million, though North American users slightly declined. Snapchat+ subscriptions reached 15 million, boosting “other revenue” by 75%.

Snap lowered its full-year cost forecasts, citing restructuring charges not reflective of core business performance.

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Senators Condemn Meta’s Failure to Guard Kids From Sexually Explicit AI Interactions, reports AdWeek

General

Apr 29, 2025

Responsible Media

Senators Marsha Blackburn and Richard Blumenthal have condemned Meta CEO Mark Zuckerberg, accusing the company of prioritising profits over children's safety.

Their letter follows a Wall Street Journal report revealing Meta’s AI chatbots, available on Facebook, Instagram and WhatsApp, engaged in sexually explicit conversations with minors. Despite internal concerns, inappropriate AI personas like "Submissive Schoolgirl" remain accessible.

The senators argue this reflects a wider pattern of neglect and underscores the need for the Kids Online Safety Act. They demand Meta halt AI chatbots that engage minors sexually and provide documentation on its internal chatbot governance by 13 May.

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Meta and FTC Spar at Trial Over What Defines a Social Network, reports Bloomberg

M&A

Apr 29, 2025

Tech executives from TikTok, X, Reddit, Pinterest and Discord have testified in the US Federal Trade Commission’s antitrust trial against Meta, which aims to force Meta to divest Instagram and WhatsApp.

The FTC argues Meta holds a monopoly in “personal social networking services,” while Meta claims the market is broader and includes rivals offering entertainment and messaging features. The trial’s outcome hinges on how US District Judge Boasberg defines Meta’s competition.

Meta highlights overlapping features and competition for ad revenue, while the FTC points to product differences. The trial continues through June, with further testimony expected from other platforms.

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Amazon Rules Out Displaying Tariff Impact After White House Attack, reports WSJ

General

Apr 29, 2025

Amazon has denied reports that it planned to display tariff impacts at checkout, after President Trump called Jeff Bezos and the White House criticised the idea as a “hostile and political act.” The company said the proposal was only considered for its discount site Haul, not the main Amazon platform, and would not proceed.

The controversy follows changes to the U.S. tariff exemption on small shipments from China, affecting low-cost imports from sites like Haul, Temu and Shein.

Amazon, under pressure from rising tariffs, is negotiating with vendors to maintain margins while attempting to keep prices low for consumers.

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Facebook parent Meta Platforms launches standalone AI assistant app, reports Reuters

General

Apr 29, 2025

Artificial Intelligence

Meta has launched a standalone app for its Meta AI assistant to boost usage beyond its existing integration with WhatsApp, Instagram, Facebook and Messenger. Powered by Meta’s new Llama 4 model, the app offers more personalised responses based on user data and integrates with Meta’s AI glasses.

The move signals CEO Mark Zuckerberg’s push to compete with AI leaders like OpenAI and Google. Meta will begin testing a paid subscription for advanced AI features in the second quarter, though significant revenue is not expected until 2026.

The launch coincides with Meta’s first AI developer event, LlamaCon.

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India queries Apple, Xiaomi in e-commerce probe of Amazon, Flipkart, sources say, reports Reuters

General

Apr 29, 2025

India’s Enforcement Directorate has requested sales data and contracts from smartphone makers, including Apple and Xiaomi, as part of its ongoing investigation into Amazon and Flipkart. The probe centres on whether the e-commerce giants violated Indian laws by controlling goods sold on their platforms, which is prohibited for foreign firms. The agency is examining ties between phone brands and the retailers, but the companies themselves are not currently accused.

This comes amid U.S.-India trade discussions and concerns from local traders about unfair online practices. India’s e-retail market is expected to reach $160 billion by 2028.

The investigation remains ongoing.

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Publicis Buys Adopt, Sports Agency Founded by Rich Paul and Ex-Nike Execs, reports AdWeek

M&A

Apr 29, 2025

Publicis Groupe has acquired Adopt, a sports and culture-focused marketing agency founded in 2021 by ex-Nike executives David Creech, Josh Moore and sports agent Rich Paul.

The agency, which has worked with brands like Lululemon and The North Face, will join Publicis’ Connected Media division and continue under Creech and Moore’s leadership. The move is part of Publicis’ ongoing $500 million-plus acquisition strategy for 2025. The company aims to enhance its cultural brand-building capabilities through sport and athlete partnerships.

This deal follows recent purchases including Lotame, Influential, and Mars United Commerce, with further investments expected in data, media and technology.

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PayPal Is Launching Programmatic Ads Powered By Shopping Data, reports AdWeek

General

Apr 29, 2025

PayPal is expanding its advertising business by launching programmatic ads beyond its own platforms, using shopper data from PayPal, Venmo, and Honey. The move allows advertisers to target users across other websites, with Publicis Media the first to test these offsite ads.

PayPal joins companies like Uber and JPMorgan in using transaction data for commerce media. With access to data from 30 million merchants and 400 million shoppers, PayPal aims to attract non-endemic advertisers, such as insurance and entertainment brands.

The expansion helps PayPal compete for ad budgets typically spent on social media and broadens its reach beyond its app audience.

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TikTok touts livestreaming as next big revenue stream for creators and agencies, reports Digiday

General

Apr 29, 2025

Influencer Marketing

TikTok is promoting its livestreaming tools to creators and agencies, revealing that creators now earn $10 million daily through TikTok Live.

At an event in New York, the platform shared that 80% of recent livestream revenue came from creators with under 50,000 followers. Revenue is mainly generated through virtual gifts from fans, with TikTok taking a 50% cut. Creator networks earn via performance-based rewards from TikTok. Livestreaming is also boosting TikTok Shop sales.

Despite a looming U.S. ban, TikTok continues to invest in livestreaming education and monetisation, positioning it as a key growth area for both creators and the platform.

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Wall Street Banks Sell Final Slug of Elon Musk’s X Debt, reports WSJ

General

Apr 28, 2025

Investment Rounds

Wall Street banks have finally sold off the $13 billion in debt linked to Elon Musk’s 2022 Twitter takeover, ending a financial burden that lingered for over two years. The final $1.2 billion tranche was sold at 98 cents on the dollar.

nvestor interest surged following Musk’s alliance with Donald Trump, the return of advertisers, and the merger of X with Musk’s AI startup xAI, now valued at $113 billion. Despite earlier losses and market volatility, the banks earned substantial interest and retained ties with Musk for future deals.

X now plans to raise up to $20 billion in new funding.

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OpenAI Lets Users Go Shopping With ChatGPT, Challenging Google, reports Bloomberg

General

Apr 28, 2025

Artificial Intelligence

OpenAI has introduced a shopping feature in ChatGPT, allowing users to compare products and purchase via external links. Initially covering categories like electronics, fashion, beauty, and home goods, the tool is available to all users, including those not logged in.

The move positions ChatGPT as a multi-purpose platform, competing with Google, Perplexity AI, and review sites like Wirecutter. OpenAI said it will not earn affiliate revenue from purchases.

The update aims to increase user engagement, with over 1 billion web searches made through ChatGPT last week, highlighting the chatbot’s growing role as a search and shopping assistant.

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Yahoo Joins The CAPI Trend With The Launch Of Its Conversions API, reports AdExchanger

General

Apr 28, 2025

Yahoo has launched its own Conversions API (CAPI), joining platforms like Meta and TikTok in helping advertisers better measure real-world results from online campaigns.

Initially integrated with LiveRamp, Yahoo’s CAPI aims to link online spend with offline outcomes such as in-store sales and loyalty sign-ups. It enhances attribution for channels like connected TV and audio, which often lack direct conversion metrics. Early tests show a 30–50% rise in attributable conversions in cookieless browsers.

Yahoo sees CAPI as vital amid growing data fragmentation, with logged-in publishers gaining budget advantages due to improved measurability and performance tracking.

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Anti-hate groups are pressing Meta shareholders to demand transparency on hate speech, reports Insider

General

Apr 28, 2025

The Anti-Defamation League and Jewish investor network JLens are urging Meta shareholders to support Proposal 8, which calls for greater transparency on how the company handles hate speech. The proposal demands a public report on moderation efforts, policy updates, and the impact on marginalised groups.

Meta opposes the measure, arguing its current reporting is sufficient. However, CEO Mark Zuckerberg’s majority voting power makes its approval unlikely.

Critics say Meta’s moderation rollback poses safety and reputational risks. The vote will take place at Meta’s annual meeting on 28 May, amid broader investor scrutiny during the 2024 proxy season.

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Meta’s Digital Companions Will Talk Sex With Users, Even Children, reports WSJ

General

Apr 26, 2025

Artificial Intelligence

Meta is rapidly developing AI-powered digital companions across its platforms, but internal concerns have arisen over ethical breaches, including bots engaging in sexually explicit conversations with minors. Despite safeguards, the Wall Street Journal found that both official and user-created bots frequently bypassed restrictions.

Following exposure, Meta introduced tighter controls but still allows adult users access to romantic role-play bots, some depicting minors. Mark Zuckerberg prioritised fast development and humanlike interaction, even amid safety warnings.

Experts warn of potential mental health risks for young users, while proper academic research into AI companions’ effects remains years away.

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TikTok to enter Japan's e-commerce industry, Nikkei reports, reports Reuters

General

Apr 26, 2025

TikTok plans to launch its e-commerce platform, TikTok Shop, in Japan within the next few months, according to the Nikkei newspaper. The company is preparing to recruit sellers and expand its online shopping operations, known for discounted products sold via livestreams.

TikTok is seeking growth outside the U.S., where its future remains uncertain following legislation requiring parent company ByteDance to divest the app. The platform recently expanded into France, Germany, and Italy. TikTok did not immediately comment on the report.

Discussions over TikTok’s fate in the U.S. continue, with President Trump suggesting a deal may be delayed.

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Spotify to raise subscription prices outside the US, reports FT

General

Apr 25, 2025

Audio Advertising

Spotify will increase subscription prices by about €1 in many European and Latin American countries this summer to boost profitability, although US prices will remain unchanged after a 2024 rise. The company has already raised prices in some markets, with broader increases expected soon. Music industry leaders have urged streaming services to align prices more closely with inflation.

Spotify is also planning a "super-premium" tier, offering perks like early access to music and concert tickets, for an extra $6 monthly.

Other platforms, including Apple and Amazon, are exploring similar premium services amid slowing global music industry growth.

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Publisher Ziff Davis sues OpenAI for copyright infringement, reports Reuters

General

Apr 25, 2025

Artificial Intelligence

Ziff Davis has sued OpenAI in Delaware federal court, accusing the Microsoft-backed company of unlawfully using its copyrighted publications, including ZDNet and PCMag, to train ChatGPT. The lawsuit claims OpenAI acted deliberately, assuming courts would not intervene quickly enough.

This case adds to a series of copyright actions by news outlets, authors and artists against AI firms. OpenAI, alongside others like Google and Meta, argues its use of copyrighted material constitutes fair use.

]An OpenAI spokesperson stated their models drive innovation and are trained on publicly available data. Ziff Davis declined to comment further on the case.

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WPP CEO Sees Client Unease Amid Tariff Uncertainty, but No Spending Cuts, reports WSJ

General

Apr 25, 2025

Marketers remain cautious amid tariff uncertainty, but major spending cuts have yet to materialise, WPP Chief Executive Mark Read said. While some sectors, like automotive and tech, face risks, clients are still investing in sales growth.

WPP confirmed its 2025 guidance despite a 2.7% first-quarter fall in like-for-like revenue less pass-through costs, slightly worse than forecast. Economic challenges and account timing issues are expected to impact second-quarter results, though North America proved more resilient. Rival firms Publicis and IPG also maintained their outlooks, whereas Omnicom lowered its growth guidance.

WPP’s total revenue dropped 5% to £3.24 billion.

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US judge sets May 2 hearing to discuss remedies in Google digital ads lawsuit, reports Reuters

General

Apr 25, 2025

A U.S. judge has scheduled a hearing for 2 May to discuss potential remedies after ruling that Google illegally dominates two online advertising technology markets. Judge Leonie Brinkema will seek an early overview before deciding on specific measures, which could include forcing Google to sell parts of its business. This follows her 17 April ruling finding Google guilty of maintaining monopoly power. Separately, another judge is considering whether Google should sell its Chrome browser following a similar monopoly finding.

Google denies the claims and plans to appeal both rulings.

The Justice Department and Google have not yet commented.

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Elon Musk’s XAI Holdings Is in Discussions to Raise $20 Billion, reports Bloomberg

General

Apr 25, 2025

Investment Rounds

Elon Musk’s XAI Holdings, formed by merging X (formerly Twitter) and his AI venture xAI, is in talks to raise around $20 billion, potentially valuing the company at over $120 billion. If completed, it would be the second-largest startup funding round ever, after OpenAI’s $40 billion.

Funds could help pay down debt from Musk’s Twitter acquisition, with X’s annual interest costs exceeding $1.3 billion. Investor interest highlights enthusiasm for AI and Musk’s influence.

Talks are still at an early stage, with the final amount possibly exceeding $20 billion. XAI did not immediately comment on the reports.

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Paramount in Talks With FCC Over Diversity Policy Concessions for Merger, reports WSJ

M&A

Apr 24, 2025

Diversity & Inclusion

The FCC has begun discussions with Paramount Global over conditions for approving its merger with Skydance Media, including limiting diversity initiatives. The deal has stalled amid concerns over CBS News’ editing of a Kamala Harris interview, linked to a $20 billion lawsuit from Donald Trump.

Paramount’s chair, Shari Redstone, supports settling the lawsuit to ease merger approval, though some executives fear legal risks. FCC Chairman Brendan Carr is pressing for reduced corporate diversity policies. Meanwhile, CBS News faces internal tensions, highlighted by “60 Minutes” Executive Producer Bill Owens’ resignation over a loss of editorial independence.

Mediation in Trump’s lawsuit begins next week.

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Yahoo Is Ready to Buy Chrome Browser If Google Is Forced to Sell, reports Bloomberg

General

Apr 24, 2025

Yahoo, backed by Apollo Global Management, would bid for Google's Chrome browser if a court orders its sale, Yahoo Search’s general manager Brian Provost testified during Google’s antitrust trial. He estimated Chrome’s value in the tens of billions of dollars, calling it a key strategic asset.

Judge Amit Mehta previously ruled that Google illegally monopolised the search market, with remedies potentially including Chrome’s divestment. Yahoo, which Apollo acquired in 2021, has been revitalising its search operations and developing its own browser.

OpenAI has also expressed interest in acquiring Chrome if it becomes available following the Justice Department’s proposal.

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Comcast Earnings For Q1 2025 Show -0.6% YoY Revenue Decline, Net Income Down By -12.7% YoY

-1% YoY Opinions

Earnings

Apr 24, 2025

Bloomberg reports:

Comcast reported larger-than-expected losses in broadband and pay-TV customers in Q1, driven by competition from streaming and wireless providers. It lost 199,000 broadband and 427,000 pay-TV subscribers.

Earnings rose to $1.09 per share, beating forecasts, while revenue fell slightly to $29.9 billion. Peacock grew to 41 million users, though its $1.23 billion revenue missed expectations. Losses narrowed to $215 million. Theme park revenue dropped 5.2% due to wildfires and costs for the upcoming Universal Epic Universe park.

Comcast is also spinning off some cable networks as it navigates a challenging period for traditional home entertainment.

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Alphabet Earnings For Q1 2025 Show +12.0% YoY Revenue Growth, Net Income Up By +46.0% YoY

+ 12% YoY Opinions

Earnings

Apr 24, 2025

Artificial Intelligence

FT reports:

Alphabet reported strong first-quarter results, with revenue up 12% to $90.2bn and net income rising 46% to $34.5bn, driven by growth in search and AI-fuelled cloud demand.

Google’s search and ad business grew 10% to $50.7bn, easing investor concerns about competition from AI chatbots. AI Overviews are monetising similarly to traditional search. Alphabet also announced a $70bn share buyback. Cloud revenue rose 28%, though growth slowed slightly. Capital spending reached $17.2bn, with $75bn forecast for the year.

Despite ongoing antitrust challenges and tariff concerns, Alphabet’s performance exceeded expectations, and its shares rose over 4% in after-hours trading.

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IPG Earnings For Q1 2025 Show -6.9% YoY Revenue Decline, Net Income Down By -177.3% YoY

-7% YoY Opinions

Earnings

Apr 24, 2025

WSJ reports:

Interpublic Group (IPG) has reaffirmed its full-year organic growth forecast despite macroeconomic uncertainty, projecting a 1% to 2% revenue decline in 2025. The company reported a 3.6% decline in Q1 organic revenue, slightly better than expected. CEO Philippe Krakowsky said clients are engaged in scenario planning as they assess global economic shifts, but marketing spend remains steady for now.

IPG’s merger with Omnicom is set to complete later this year.

Analysts caution that agency groups historically fail to predict downturns but note their strong cost-management during recessions, referencing the early 2020 pandemic response as a key example.

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UK streaming subscribers embrace ad tiers across Disney+, Netflix and Prime Video, reports The Media Leader

General

Apr 24, 2025

In Q1, 33% of new UK streaming subscribers chose ad-supported tiers, driven by value concerns and lower churn.

Netflix saw 65% of its new users opt for its ad plan, Disney+ 56%, and Prime Video 83%, though Amazon defaults to ad plans. Netflix maintained the lowest churn rate at 2%. Apple TV+ gained 16% of new subscribers, aided by popular shows like Severance, while its churn dropped to 7%. Mubi had its best-ever quarter, growing 64%, thanks to promotions and award-season titles.

Kantar’s report highlights increasing UK acceptance of ads and strong demand for flexible, value-led streaming experiences.

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Facebook cracks down on spammy content by cutting reach and monetization, reports TechCrunch

General

Apr 24, 2025

Meta has announced that Facebook will reduce the reach and monetisation eligibility of accounts posting spammy content. The platform will also remove accounts involved in fake engagement or impersonation.

This move supports CEO Mark Zuckerberg’s aim to return Facebook to its earlier focus on authentic content. Spammy behaviour includes long captions with excessive hashtags or mismatched captions. Facebook will also hide fake comments and test new tools for users to flag irrelevant ones. While not directly targeting AI-generated content, Meta said such posts may be affected.

The changes align with a broader push to improve content quality and user experience.

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Perplexity Would Also Consider Buying Google’s Chrome, Raises Concerns About OpenAI's Bid, reports AdWeek

General

Apr 24, 2025

During Google’s antitrust trial, Perplexity’s chief business officer Dmitry Shevelenko said the AI startup would consider buying Chrome if a court forces its sale, but prefers Google keeps the browser to preserve its open-source base, Chromium.

Perplexity, valued at $9 billion, is developing its own browser, Comet, and claims Google’s exclusive distribution deals with phone makers have blocked fair competition. Shevelenko criticised the difficulty of setting Perplexity as Android’s default assistant and revealed failed attempts to secure pre-installation deals.

He warned that OpenAI owning Chrome could threaten Chromium’s future and stressed remedies should not hinder Google’s ability to innovate.

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YouTube Tests Video Carousel in Google’s AI Overview for Product and Location Searches, reports AdWeek

General

Apr 24, 2025

Artificial Intelligence

YouTube is testing a video carousel within Google’s AI Overviews, showing relevant videos for queries such as product recommendations or tourist attractions. The feature is currently available to a small group of U.S.-based YouTube Premium users for select English-language searches.

This move forms part of Google’s broader push to enhance its AI-powered search experience amid rising competition from platforms like OpenAI and Perplexity.

Google is also trialling an “AI Mode” in Search, offering fully AI-generated results, and plans to incorporate advertising within both AI Overviews and AI Mode, signalling a new direction in search monetisation and user engagement.

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Perplexity AI enters the smartphone market with Motorola partnership, reports CNBC

General

Apr 24, 2025

Artificial Intelligence

Perplexity AI has partnered with Motorola to integrate its AI search engine into Motorola smartphones as part of the “Moto AI” feature suite, marking the company’s first device integration. Users will receive three months of Perplexity Pro, helping the startup gain insights into broader user behaviour.

Unlike other AI devices that have struggled, Perplexity aims to reach daily smartphone users and embed AI into routine tasks.

The move follows rising investor interest, with Perplexity’s valuation jumping from $500 million to $9 billion in 2024. The partnership is expected to boost AI adoption and challenge traditional search giants like Google.

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LHF uncertainty continues as UK media industry urges government to exclude brands from ban, reports The Media Leader

General

Apr 23, 2025

Uncertainty over the UK’s less-healthy food (LHF) ad ban is disrupting Q4 media planning as advertisers await revised guidance from the ASA and CAP. Legal advice suggests brand advertising could fall within the ban’s scope, contradicting government claims that it will be exempt.

The lack of clarity has caused brands to delay commitments, especially for TV, risking a 25% market contraction. Audio and digital out-of-home channels, largely exempt, are seeing increased interest.

Industry leaders are calling for explicit legal exemptions or further delays, warning that without clarity, both advertisers and media owners could face serious financial consequences.

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Google Gemini has 350M monthly users, reveals court hearing, reports TechCrunch

General

Apr 23, 2025

Artificial Intelligence

Google’s AI chatbot Gemini reached 350 million monthly active users globally by March, according to internal data revealed during the company’s antitrust trial. This marks rapid growth from 9 million daily users in October 2024 to 35 million in March 2025.

Despite this rise, Gemini still trails behind ChatGPT, which had around 600 million monthly users, and Meta AI, with nearly 500 million. Google has driven Gemini’s adoption through integrations with Samsung devices, Google Workspace, and Chrome.

The figures reflect the increasing scale of AI tool usage, though user measurement methods vary slightly between companies.

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Google Chrome Worth Upwards of $50 Billion, Browser Rival Says, reports Bloomberg

General

Apr 23, 2025

DuckDuckGo CEO Gabriel Weinberg testified at Google’s antitrust trial that Chrome could be worth over $50 billion if sold, a valuation beyond DuckDuckGo’s reach. The estimate was based on Chrome’s large user base.

The testimony is part of a Justice Department case seeking remedies for Google’s illegal monopoly in internet search. Proposed solutions include forcing Google to divest its Chrome browser. The figure exceeds previous estimates, potentially discouraging buyers. However, AI firms OpenAI and Perplexity have expressed interest in acquiring Chrome if a court-ordered sale occurs.

Judge Amit Mehta is considering the DOJ’s proposed remedies during the ongoing three-week hearing.

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Musk's X sues to block Minnesota deepfake law over free speech concerns, reports Reuterss

General

Apr 23, 2025

Elon Musk’s platform X has sued Minnesota over a state law banning AI-generated deepfakes used to influence elections, arguing it violates free speech rights.

Filed in federal court, the lawsuit claims the law risks censoring political commentary by holding platforms criminally liable for users’ content. X seeks a ruling that the law breaches both U.S. and Minnesota constitutions and is precluded by Section 230, which protects platforms from user content liability. The company is requesting a permanent injunction.

The law has faced a previous legal challenge, which was denied a preliminary injunction, though the appeal is ongoing.

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Google and X next targets as Europe stays tough on tech regulation, reports Reuters

General

Apr 23, 2025

The EU may soon fine Google and Elon Musk’s X for breaching tech regulations, following recent €700 million penalties issued to Apple and Meta under the Digital Markets Act. Despite pressure from U.S. President Trump, who views the rules as discriminatory, EU antitrust chief Teresa Ribera insists all firms must comply with European law.

The Commission’s next major test could involve forcing Google to sell part of its adtech business.

While current fines are modest, the focus remains on enforcement and driving meaningful change in competition, with decisions on Google and X expected in the coming months.

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US calls EU fines on Apple and Meta economic extortion, reports Reuters

General

Apr 23, 2025

The White House has condemned EU fines on Apple (€500 million) and Meta (€200 million) as a "novel form of economic extortion," stating the U.S. will not tolerate such actions.

The penalties were issued under the EU’s Digital Markets Act, which aims to reduce Big Tech’s dominance and boost competition. A White House spokesperson criticised the law as discriminatory and a threat to innovation and free speech.

The move is likely to heighten tensions between the EU and President Trump, who has previously threatened tariffs against nations penalising American firms.

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French media companies sue Meta over business practices, reports Reuters

General

Apr 23, 2025

A group of 67 French media companies, including TF1, France TV and BFM TV, have filed a lawsuit against Meta in Paris, accusing the company of using illegal practices to dominate the digital advertising market. The media firms, representing 200 publications, claim Meta’s success stems from unlawful data collection and targeted advertising.

This adds to ongoing legal challenges against Meta across Europe, including a €551 million lawsuit in Spain and recent EU antitrust fines.

The case is being led by law firms Scott+Scott and Darrois Villey Maillot Brochier, with plaintiffs also including Figaro, Radio France and Liberation.

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The New York Times Sues Madwell for $37,000 in Unpaid Advertising Bills, reports AdWeek

General

Apr 23, 2025

The New York Times is suing Brooklyn-based ad agency Madwell for over $37,000 in unpaid advertising fees.

The lawsuit adds to Madwell’s mounting troubles, which include alleged reckless spending by CEO Chris Sojka, financial instability, staff furloughs, and the loss of major client Verizon. The agency reportedly defaulted on more than $4 million in loans, prompting Bank of America to seek asset seizure. Sojka has defended his actions, including a $17.5 million private jet purchase, in an ADWEEK podcast.

The Times’ legal action, filed in Brooklyn, follows repeated unsuccessful attempts to collect the debt. Madwell has declined to comment.

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Google Blocked Motorola Use of Perplexity AI, Witness Says, reports Bloomberg

General

Apr 23, 2025

Perplexity AI’s attempts to become the default assistant on Motorola smartphones were blocked by Google’s contracts, according to Perplexity’s Chief Business Officer Dmitry Shevelenko. Despite mutual interest, Motorola could not override its agreement with Google. Perplexity’s app will be pre-installed but not set as default or placed on the home screen.

Shevelenko claimed Google’s restrictive deals stifle competition and likened them to a “gun to your head.” He credited the U.S. antitrust case against Google for enabling current negotiations with phonemakers.

Perplexity is also developing its own browser, Comet, and opposes OpenAI acquiring Google’s Chrome browser.

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Adtech Firm Criteo Is Pitching Hundreds of Retailers on a New Video Ad , reports AdWeek

General

Apr 23, 2025

Criteo is launching onsite shoppable video ads across its 220 retail media partners, offering advertisers a standardised way to run video campaigns without tailoring content to each retailer. This simplifies the buying process and boosts effectiveness, especially during the consideration phase.

Early tests with Albertsons, Walmart Mexico and Costco showed strong results, with combined video and sponsored ads increasing click-through rates by 280% and sales by 460%.

The move helps Criteo keep pace with Amazon, whose recent retail adtech launch has heightened competition. Shoppable video is becoming essential for brands aiming to drive engagement and sales across multiple retail platforms.

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UK emblematic of Netflix’s approach to global programming, reports The Media Leader

General

Apr 23, 2025

Netflix has hailed the UK as “emblematic” of its global content strategy, citing the international success of British-produced shows like Baby Reindeer and The Gentlemen.

UK content has delivered the highest viewing time per minute across all regions. Despite no longer reporting subscriber figures, Netflix posted $10.5bn in Q1 2025 revenue, up 12.5% year-on-year.

The streamer aims to double ad revenue again in 2025 and is expanding its adtech across EMEA. While some analysts warn this reduces transparency, Netflix continues to invest heavily in UK content and live programming, seeing both as key drivers of global audience and advertiser growth.

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Meta’s Threads opens up ads to global advertisers, reports TechCrunch

General

Apr 23, 2025

Meta has announced a global expansion of ads on its Threads app, allowing all eligible advertisers to reach over 320 million monthly users. Ads will be enabled by default for new campaigns using Meta’s Advantage+ or Manual Placements, though Manual users can opt out. Initially tested in the U.S. and Japan, Threads ads will gradually roll out to more markets.

Meta claims Threads is now ready for monetisation, citing strong engagement from users following businesses.

The move comes as Meta faces an FTC antitrust trial, while Threads continues to grow through integration with Instagram and adoption of features from rivals like Mastodon and Bluesky.

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Ex-OpenAI staff and top AI experts seek to block proposed for-profit restructure, reports FT

General

Apr 23, 2025

Artificial Intelligence

A group of AI experts and former OpenAI employees, including Geoffrey Hinton and Stuart Russell, have urged US authorities to block OpenAI’s proposed shift to a public benefit corporation, warning it prioritises profit over public good. They argue the move contradicts the company’s founding mission to develop artificial general intelligence (AGI) safely and for all.

OpenAI claims the restructure is essential to attract further investment amid competition. Critics say it risks undermining oversight and increasing AGI-related dangers.

The attorneys-general of California and Delaware will assess whether the change serves the public interest and complies with OpenAI’s original charitable purpose.

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Meta’s oversight board rebukes company over policy overhaul, reports Reuters

General

Apr 23, 2025

Responsible Media

Meta’s Oversight Board has criticised the company for hastily overhauling content moderation policies in January without public due diligence. The changes, made ahead of Donald Trump’s second term, included scrapping U.S. fact-checking and easing restrictions on sensitive topics like immigration and gender identity.

The board, which remains funded by Meta, warned of potential global harms and made 17 recommendations, urging improved enforcement and transparency. Meta said it supports free expression and will respond within 60 days.

Despite tensions, Meta appears committed to the board, continuing to fund it and refer cases, with $35 million allocated annually through 2027.

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Apple and Meta Fined by EU, Ordered to Comply With Tech Competition Rules, reports WSJ

General

Apr 23, 2025

The European Union has fined Apple €500 million and Meta €200 million for breaching the bloc’s Digital Markets Act, which aims to curb the power of major tech firms.

Apple was ordered to stop restricting app developers from directing users to cheaper options outside its App Store. Meta faces scrutiny over whether its “less-personalised ads” option complies with EU rules. Both firms plan to appeal.

The actions, announced amid ongoing EU-U.S. trade talks, risk heightening tensions with the Trump administration. The fines represent a small fraction of each company’s annual revenue but could impact key business practices more significantly.

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Roblox marketplace competition over how ads are purchased led at least three brands to reconsider their spend, reports Digiday

General

Apr 23, 2025

Gaming / Metaverse

Brands exploring advertising on Roblox in 2025 are facing confusion due to conflicting pitches from creators, studios and Roblox itself. While creators promote integration within individual experiences, studios advocate for broader campaigns, and Roblox pushes its own ad products. This lack of alignment has led some brands to pause or cancel spend on the platform.

Studio executives report that Roblox’s direct involvement in negotiations has sometimes disrupted deals. Despite these issues, interest in Roblox remains high, with advertising expected to grow.

Stakeholders agree that these challenges reflect natural growing pains as Roblox matures into a competitive and complex ad ecosystem.

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Kate Alessi named Google UK MD with aim to lead AI-powered growth, reports The Media Leader

General

Apr 22, 2025

Leadership Transitions

Google has appointed Kate Alessi as its new UK managing director, succeeding Debbie Weinstein, who now oversees EMEA operations.

Alessi, previously based in the US as VP of global production solutions, will lead Google’s 7,000 UK employees from June, ahead of the opening of its King’s Cross HQ. She brings experience from previous roles in brand solutions across Europe, the Middle East and Africa. Her appointment comes amid US rulings that found Google to hold monopolies in search and adtech.

Alessi expressed enthusiasm for advancing AI-driven economic growth in the UK, where Google recently announced a £1bn data centre investment.

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xAI’s Grok chatbot can now see the world around it, reports TechCrunch

General

Apr 22, 2025

Artificial Intelligence

xAI has introduced Grok Vision, a new feature allowing its Grok chatbot to answer questions about objects seen through a smartphone camera, similar to tools from Google’s Gemini and ChatGPT. Available via the iOS Grok app, it enables users to interact with real-world items like products and documents.

Additional updates include multilingual audio and real-time search in voice mode, though these are currently limited to Android users with a $30-per-month SuperGrok subscription.

Earlier this month, xAI also added memory functionality and a canvas-like tool for creating documents and apps, as Grok continues to expand its capabilities.

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ChatGPT’s responses will now include Washington Post articles, reports TechCrunch

General

Apr 22, 2025

Artificial Intelligence

OpenAI and The Washington Post have announced a content partnership allowing ChatGPT to summarise and link to the Post’s original reporting. The agreement is part of OpenAI’s wider effort to collaborate with media, following similar deals with over 20 outlets including The Guardian and Axios.

The Washington Post hopes to reach ChatGPT’s 500 million users, while OpenAI aims to improve answer quality using the Post’s trusted journalism. Financial terms remain undisclosed.

While some newsrooms welcome such deals, others like The New York Times are pursuing legal action against OpenAI for alleged copyright infringement, which the company denies.

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Meta could take a $7 billion hit this year because of Trump’s tough China tariffs, reports CNBC

General

Apr 22, 2025

Meta could lose up to $7 billion in advertising revenue in 2025 due to U.S. President Donald Trump’s tariffs on China, which are prompting major Chinese retailers like Temu and Shein to cut their ad spend on Facebook and Instagram.

Analysts at MoffettNathanson, who estimate that China accounts for over 11% of Meta’s sales, warn that a deeper recession could reduce Meta’s ad revenues by as much as $23 billion. Despite these risks, they still rate Meta a “Buy” but have lowered their price target.

Meta shares have already fallen 19% since Trump began his second term as president.

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Netflix eyes video podcasts, reports Axios

General

Apr 22, 2025

Video is rapidly transforming the podcast industry, offering far greater revenue potential than audio alone. In 2024, digital video ad revenue hit $62.1 billion, dwarfing digital audio’s $7.6 billion. YouTube dominates podcast consumption, with over 1 billion monthly viewers, while Spotify and Amazon’s Wondery are also expanding video capabilities. Netflix has signalled interest in joining the trend.

One in three U.S. podcast listeners prefers a video component, and most consider discussion-style YouTube content as podcasts. Apple, despite supporting video podcasts, lags in popularity.

As video becomes central to podcasting, platforms are investing heavily to capture consumer and advertiser interest.

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Instagram’s Systrom Says Zuckerberg Saw App’s Growth as Threat, reports Bloomberg

M&A

Apr 22, 2025

Instagram co-founder Kevin Systrom testified that Instagram could have succeeded independently, arguing Meta CEO Mark Zuckerberg saw its growth as a threat and withheld resources after acquiring it in 2012. Systrom said Instagram lacked support for key developments like video and data privacy, despite driving major revenue.

His statements support the US Federal Trade Commission’s case that Meta’s acquisitions of Instagram and WhatsApp created a monopoly. Meta argues it enabled Instagram’s growth through technical and financial support.

Systrom acknowledged some benefits from Meta but said Zuckerberg later limited internal support to slow Instagram’s rise and protect Facebook’s dominance.

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OpenAI Would Buy Google’s Chrome Browser, ChatGPT Chief Says, reports Bloomberg

General

Apr 22, 2025

OpenAI has expressed interest in buying Google’s Chrome browser if a federal court orders its divestment as part of antitrust remedies. ChatGPT head Nick Turley testified that integrating Chrome would enhance OpenAI’s ability to offer an “AI-first” user experience. He highlighted distribution challenges, particularly with Android manufacturers, citing Google’s financial dominance.

The Justice Department is seeking to break up Google’s monopoly by forcing it to sell Chrome, share search data, and end exclusive deals. Google argues such measures would harm consumers and US innovation.

Judge Amit Mehta is expected to decide on the remedies by August.

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ChatGPT Chief Calls Search Crucial for OpenAI in Google Trial, reports Bloomberg

General

Apr 22, 2025

OpenAI’s Nick Turley testified in the Google antitrust trial that search technology is essential for achieving the company’s goal of a “super assistant” AI, as ChatGPT’s language models lack up-to-date information and can produce false responses.

Turley revealed that OpenAI approached Google for access to its search index but was declined, prompting OpenAI to build its own. He admitted this effort would take years.

The testimony supports the US Justice Department’s call for Google to share its search index with rivals, arguing it would speed up innovation and address Google’s monopolistic hold on the search market.

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Ofcom to tell social media sites to protect children from adult content, reports FT

General

Apr 22, 2025

Responsible Media

Ofcom will this week publish new codes of practice under the Online Safety Act, requiring platforms like Meta and X to restrict children's access to adult and harmful content. Companies must remove or age-gate such material and may need to implement strict age verification measures.

The changes will affect how algorithms operate and how platforms moderate content such as pornography, self-harm and misogyny. Firms face fines of up to £18 million or 10% of global revenue for non-compliance.

The rules have raised concerns in US-UK trade talks, with critics warning against weakening protections in exchange for commercial concessions.

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Australian leaders vow to stand firm on social media age limits as election nears, reports Reuters

General

Apr 22, 2025

Advertising To Children

Australian Prime Minister Anthony Albanese expects pressure from social media giants to ease the upcoming ban on under-16s using their platforms, but insists his government “won’t budge.” In a televised election debate, opposition leader Peter Dutton backed the policy, criticising tech companies for treating children as profit sources. Both leaders also reaffirmed support for laws requiring platforms to pay for local news.

The bipartisan measure, set to take effect in December, is already drawing attention in U.S. trade talks.

Despite being declared the debate winner, Dutton trails Albanese in polls ahead of the 3 May election, where cost-of-living is a key issue.

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Florida sues Snapchat owner for allegedly addicting children, deceiving parents, reports Reuters

General

Apr 22, 2025

Advertising To Children

Florida has sued Snap Inc., owner of Snapchat, accusing it of using addictive features like infinite scroll and auto-play to target children, in violation of a 2024 state law protecting minors’ mental health. The lawsuit claims Snap falsely promotes Snapchat as safe for 13-year-olds while allowing access to harmful content and failing to remove underage users or require parental consent for 14- and 15-year-olds.

Filed in Santa Rosa County, the case follows wider legal challenges to the law’s constitutionality.

Snap argues the law infringes First Amendment rights and says safer solutions should come from device-level controls.

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Meta, TikTok Slam Australian Ban as YouTube Gets Personal Pledge, reports Bloomberg

General

Apr 22, 2025

Advertising To Children

Meta, TikTok and Snap have criticised Australia’s planned social media ban for under-16s after it was revealed that Communications Minister Michelle Rowland privately assured YouTube’s CEO of an exemption before formal consultation began. A December letter shows Rowland promised YouTube immunity from the ban just days after legislation passed but weeks before public feedback was sought.

Rivals argue this undermines the fairness and transparency of the process, especially as YouTube remains highly popular with Australian children. The government claims YouTube’s exclusion was announced in November, alongside exemptions for apps serving educational or health purposes.

The ban is due to take effect later this year.

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Instagram Launches Edits to Its Global Audience, reports AdWeek

General

Apr 22, 2025

Influencer Marketing

Instagram has launched Edits, a new global video creation app aimed at helping creators produce high-quality content directly from their phones.

Positioned as a rival to TikTok’s CapCut, Edits offers features such as frame-accurate timelines, auto-enhance tools, green screen effects and watermark-free exports. Users can access project management tools, share drafts for feedback, and gain insights into content performance. The app includes AI-powered tools like Cutouts for isolating subjects and Animate for transforming static images into videos.

Instagram aims for Edits to be a leading creative tool beyond its own platforms, with more features to be announced soon.

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In the CTV race, LG Ad Solutions starts at the home screen, reports Digiday

General

Apr 22, 2025

LG is focusing its advertising strategy on the TV home screen, aiming to make it the default starting point for viewers' streaming journeys.

With over 200 million smart TVs globally, LG is leveraging its WebOS platform to monetise user attention and expand into new environments like car displays and hotel screens. The company believes that controlling content discovery across platforms gives it a unique edge in influencing viewing behaviour.

As LG Ads Solutions prepares for potential IPO developments following a court ruling, its success hinges on getting viewers to spend more time browsing on its interface before launching apps.

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Google Chrome will now continue to use third-party cookies, reports Digiday

General

Apr 22, 2025

Google has reversed its decision to introduce a standalone prompt for third-party cookies in Chrome, meaning ad tech firms can continue using the technology. This shift away from last year’s announced deprecation plan has sparked concerns across the industry.

While some Privacy Sandbox initiatives will continue, such as IP Protection for Incognito users, Google cited mixed industry feedback and ongoing regulator discussions as reasons for the change. Despite continued testing by some firms, challenges like scalability and latency have hindered Privacy Sandbox progress.

Google plans to release a revised roadmap following further consultation with the industry.

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Google Ads to show ads in the top ads position, also in the bottom ads position, reports Search Engine Land

General

Apr 21, 2025

Google will now allow relevant Search ads from advertisers appearing in top positions to also participate in the bottom ads auction, aiming to improve relevance and user experience.

This update does not violate Google’s double serving policy, as it applies to different ad locations. Google found the change increased ad relevance by 10% and bottom ad conversions by 14%. Advertisers won’t bid against themselves, and ads shown at the top and bottom may differ.

Google advises advertisers to monitor performance using “Top vs. other” segmentation and adjust strategy accordingly, as this update may increase conversion opportunities in lower positions.

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ChatGPT search is growing quickly in Europe, OpenAI data suggests, reports TechCrunch

General

Apr 21, 2025

Artificial Intelligence

ChatGPT search is rapidly expanding in Europe, with OpenAI Ireland reporting 41.3 million average monthly active recipients for the six months ending 31 March 2025, up from 11.2 million in the prior period.

The growth may soon place ChatGPT search under the EU’s Digital Services Act obligations, including opt-outs from profiling and external audits. Non-compliance could lead to hefty fines or service suspension.

Despite gaining traction, ChatGPT remains far behind Google in search volume and has been criticised for lower reliability, with studies highlighting high error rates, particularly in identifying news content, even from licensed publishers.

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Meta's move on AI bias raises risk, eyebrows, reports Axios

General

Apr 21, 2025

Artificial Intelligence

Meta’s effort to remove bias from its AI models, including Llama 4, has sparked criticism from experts who argue it is more about appealing to right-wing concerns than ensuring true neutrality. While Meta claims its aim is to present both sides of contentious issues, researchers note Llama already gives more right-leaning answers than rivals.

Attempts to adjust model behaviour risk unintended consequences, such as spreading misinformation. Critics also warn that reduced refusal rates on sensitive topics could legitimise harmful views, including discredited practices like conversion therapy.

Experts say bias in AI is complex and rooted in training data, not simple ideology.

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Google and DOJ Go Back to Court to Fight Over Search Monopoly, reports Bloomberg

General

Apr 21, 2025

The US government is urging a judge to impose sweeping remedies on Google to curb its monopoly over online search, including forcing it to sell its Chrome browser and potentially divest Android. The Justice Department argues Google’s dominance harms competition and boosts its AI products, while Google says the proposals would hurt consumers and innovation.

Judge Amit Mehta, who previously ruled that Google monopolised search through illegal deals, will decide by August after a three-week trial.

The case marks the most serious breakup threat to a US tech firm since AT&T in 1982, with broad implications for regulating tech monopolies.

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EU says it will enforce digital rules irrespective of CEO and location, reports Reuters

General

Apr 21, 2025

European Commission President Ursula von der Leyen has reaffirmed the EU’s commitment to enforcing its digital rule book, regardless of a company’s origin or leadership. She defended action against major tech firms including TikTok, X, Apple and Meta, stressing that EU laws are applied fairly to protect consumers.

The Digital Markets Act, criticised by the Trump administration, aims to ensure competition and consumer choice. President Trump recently warned that U.S. authorities would scrutinise the EU’s digital regulations.

Upcoming EU rulings will determine whether Apple and Meta breached these rules, with both companies expected to face modest fines if found non-compliant.

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News Is Blocked on Meta’s Feeds in Canada. Here’s What Fills the Void, reports NYT

General

Apr 21, 2025

Ahead of Canada’s upcoming federal election, hyperpartisan content has surged on Facebook and Instagram due to Meta’s ongoing ban on news in the country. Right-wing page Canada Proud, run by a Conservative-linked firm, has targeted new Prime Minister Mark Carney with misleading posts, including claims based on old photos with Ghislaine Maxwell.

With Canadians unaware of the news ban, pages like Canada Proud dominate political discourse. Meanwhile, AI-generated fake news ads and scam content have also proliferated.

Experts warn that Meta’s decision has left Canada vulnerable to misinformation and reduced exposure to credible journalism during a crucial political moment.

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Google Paid Samsung Enormous Sums for Gemini AI App Installs, reports Bloomberg

General

Apr 21, 2025

Alphabet pays Samsung a substantial monthly fee to preinstall its generative AI app, Gemini, on Samsung devices, according to court testimony in the U.S. Department of Justice’s antitrust case. The deal includes fixed payments and a share of ad revenue, despite previous rulings that such payments violate competition laws. Samsung reportedly received rival offers from Microsoft, Meta, and OpenAI.

Google’s agreement now allows Samsung to install alternative AI services and removes the obligation to make Google the default search engine.

The DOJ seeks to ban Google from paying for default placements across both search and AI products, including Gemini.

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Meta will now use AI to proactively search for kids who are lying about their age to have adult Instagram accounts, reports Fortune

General

Apr 21, 2025

Artificial Intelligence

Instagram is testing artificial intelligence to identify users who may have lied about their age, Meta announced. The platform will proactively flag suspected underage accounts and convert them into teen accounts, which have stricter privacy and content controls. Teen accounts limit private messaging, restrict sensitive content, and feature usage reminders and a sleep mode.

Meta uses signals like content engagement and account history to estimate age. The move follows growing concern about social media’s impact on youth and legal pressure for stricter age verification.

Instagram will also notify parents to encourage discussions about providing accurate age information online.

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Faced with tariff spending fears, brands look to Amazon’s search ads and DSP, reports Digiday

General

Apr 21, 2025

Amid economic uncertainty and fears of a U.S. recession driven by tariffs, brands are increasing ad spend on Amazon’s performance channels.

In Q1 2025, daily spending on Sponsored Brands and Products rose 9% year-on-year, while DSP investment surged 25.4%, according to Pacvue. Prime Video spend also climbed 29% quarter-on-quarter. Agencies cite Amazon’s data and performance-driven tools as key advantages.

Despite no formal Amazon guidance linking tariff concerns to spend, advertisers are shifting budgets to lower-funnel, high-return channels like Amazon search and DSP, prioritising visibility and efficiency. The trend reflects a broader consolidation of digital ad spend among major platforms.

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Meta Is Racing for Retail Media Budgets, reports AdWeek

General

Apr 21, 2025

Meta is ramping up its efforts to claim a larger share of the $62 billion retail media market, enhancing its tools and data-sharing capabilities to support retailers.

Recent updates include an expanded API enabling sales attribution for ads, SKU-level reporting, and access to impression logs. These tools help retailers better assess ad performance and track in-store and online sales. Meta has also introduced carousel ads aimed at driving omnichannel purchases, reporting strong returns. However, sources say the company may need more staff to support these initiatives.

Meta faces growing competition from TikTok and Snap, which are also targeting retail media budgets.

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Italy agrees with US to oppose discriminatory tech taxes, reports Reuters

General

Apr 18, 2025

Italy and the U.S. issued a joint statement opposing “discriminatory” digital services taxes, suggesting Rome may reconsider its 3% levy on major tech firms. The move followed Italian Prime Minister Giorgia Meloni’s meetings with Donald Trump, who warmly received her. The tax, generating under €500 million annually, has strained U.S.-Italy relations.

While Meloni faces internal pressure to maintain the tax for revenue, Economy Minister Giorgetti favours bilateral negotiations with the U.S.

The statement also welcomed U.S. investment in Italy’s tech infrastructure, including Amazon’s €1.2 billion pledge to expand its cloud services in the country over five years.

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EU Delayed Punishing Apple, Meta Just Before Trade Talks Started, reports WSJ

General

Apr 18, 2025

The EU has delayed issuing penalties against Apple and Meta for alleged breaches of the Digital Markets Act, likely to avoid clashing with the Trump administration during trade talks. Cease-and-desist orders and possible fines were expected this week, but the announcement was postponed just before EU Trade Commissioner Maroš Šefčovič met U.S. officials.

The cases focus on Meta’s ad targeting policies and Apple’s App Store rules. While penalties could reach 10% of global revenue, the expected impact lies more in enforced business changes.

EU officials deny political influence, though some lawmakers question the timing amid ongoing trade negotiations with the U.S.

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Marketers Are Putting More Content and Quality Control in the Hands of AI, reports WSJ

General

Apr 17, 2025

Artificial Intelligence

Marketers are increasingly using generative AI to create personalised content and campaigns, with some companies allowing AI agents to develop and evaluate work with minimal human input.

Prudential Financial and Opella are using AI to produce large volumes of tailored web content, with regulatory checks still in place. Monks created a fully AI-generated video prototype for Puma, though final approval involved human edits.

While AI tools are improving efficiency, doubts remain about their ability to genuinely influence consumers. Critics warn against over-optimising for machine-led processes, noting that only humans make purchasing decisions, not the AI systems evaluating the content.

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Roku and Adobe Partner on Secure Data Collaboration Platform, reports AdWeek

General

Apr 17, 2025

Roku has partnered with Adobe to integrate Roku Data Cloud with Adobe’s Real-Time Customer Data Platform, enabling advertisers to discover, activate and measure high-value audiences with a focus on privacy. The collaboration allows marketers to use Roku’s proprietary data for real-time audience planning, seamless activation across Roku’s ad products and improved campaign measurement. This privacy-conscious solution avoids moving or exposing directly identifiable customer data.

Roku aims to help performance marketers optimise TV investments, while Adobe emphasises the importance of consent-driven data.

The partnership enhances connected TV media strategies through better audience insights and on-demand performance dashboards.

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Media budgets on a decline amid tariff uncertainty, reports The Media Leader

General

Apr 17, 2025

UK businesses reduced main media marketing spend for a second consecutive quarter, with a net -6.7% cut in Q1 2025, according to the IPA’s Bellwether Report. Overall marketing budgets were also down for the first time in four years, driven by uncertainty around US tariffs and domestic fiscal pressures.

While digital and sales promotions saw modest increases, traditional media channels such as OOH, audio and print declined. Despite current caution, long-term sentiment remains positive, with many firms planning budget increases for 2025/26.

Analysts warn that Trump’s tariff policy may deepen cuts, posing further risk to brand investment and media agency growth.

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Google’s AI Overviews Echo Anti-Abortion Messaging, Report Finds, reports Bloomberg

General

Apr 17, 2025

Artificial Intelligence

A report by Campaign for Accountability found that Google’s AI Overviews often echoed anti-abortion talking points from crisis pregnancy centres in states requiring pre-abortion ultrasounds. These summaries framed ultrasounds as tools for informed decision-making, citing nonmedical sources. Critics argue such scans are unnecessary and used to dissuade women from terminating pregnancies.

The report claims many AI Overviews and Google ads promoted services that don’t meet legal requirements, potentially misleading users.

Google defended its approach, stating its AI highlights diverse perspectives and complies with advertising policies, though campaigners argue these practices may violate Google’s rules and risk delaying access to abortion care.

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Roblox and Discord Scrutinized by States Over Child Safety Issues, reports Bloomberg

General

Apr 17, 2025

Advertising To Children

Officials in Florida and New Jersey are investigating Roblox and Discord over concerns about child safety. Florida’s attorney general has subpoenaed Roblox, seeking details on its moderation practices and protections against predators. Roblox, which has 85 million daily users, says it will cooperate.

New Jersey’s attorney general has sued Discord for allegedly misleading users about its child safety features, claiming the platform failed to filter harmful content and enforce age restrictions. Discord disputes the claims and plans to defend itself.

Both companies are under increasing scrutiny as concerns grow about their ability to protect young users from harmful online interactions.

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TikTok's US public policy chief to step down, reports Reuters

General

Apr 17, 2025

Leadership Transitions

TikTok’s U.S. public policy chief, Michael Beckerman, is stepping down from his Washington-based role to take on a global advisory position, according to a staff memo reported by The Information.

Beckerman has been a central figure in TikTok’s efforts to resist a potential U.S. government ban.

His departure comes shortly after President Donald Trump extended the deadline for ByteDance to sell TikTok’s U.S. assets by 75 days, amid ongoing scrutiny and geopolitical tensions surrounding the app’s Chinese ownership.

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China video app Douyin launches program to help foreign trade firms pivot to domestic market, reports Reuters

General

Apr 17, 2025

Douyin, China’s version of TikTok, has launched a new programme to support Chinese exporters by helping them sell goods domestically.

The move comes in response to escalating trade tensions between the U.S. and China, with Chinese exporters facing growing difficulties accessing the U.S. market due to high tariffs imposed by the Trump administration on all Chinese imports.

Douyin joins other Chinese firms in taking steps to mitigate the impact of the trade war by redirecting export efforts towards the domestic market.

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AMS and VideoAmp Enter Strategic Adtech Collaboration, reports AdWeek

General

Apr 17, 2025

VideoAmp has entered a strategic collaboration with AMS (formerly Active Media Services), granting AMS clients access to its Valid engine for enhanced media measurement. Valid combines TV viewership data with VideoAmp’s identity graph and clean room technology to accurately reach and measure custom audiences across linear and digital video.

The partnership enables AMS to compare custom audience CPMs with traditional demographics, creating a unified currency across video platforms.

AMS brands including Active International, Involved Media, and XACTV Network will benefit, with clients such as Omaha Steaks and Quicken set to leverage the advanced targeting and measurement capabilities.

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Samsung Ads’ Optimal Reach Portfolio Now Available for Advertisers, reports AdWeek

General

Apr 17, 2025

Samsung Ads has launched its Optimal Reach portfolio, offering advertisers advanced tools to analyse viewer behaviour across linear TV and ad-supported streaming (AVOD). The suite helps reduce ad duplication, improve reach and optimise campaigns using Samsung’s proprietary first-party data, ACR technology, and machine learning.

Features include incrementality measurement, cross-platform ad frequency management and real-time predictive modelling. The platform aims to unify linear and streaming campaigns, delivering unduplicated connected TV reach.

A luxury automaker using Optimal Reach reportedly connected with over 3 million hard-to-reach consumers and achieved a 47% incremental reach beyond traditional campaigns.

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Netflix Earnings For Q1 2025 Show +12.5% YoY Revenue Growth, Net Income Up By +23.9% YoY

+ 13% YoY Opinions

Earnings

Apr 17, 2025

CNBC Reports:

Netflix reported a strong Q1 2025 with a 13% year-on-year revenue increase to $10.54 billion, surpassing expectations. The growth was driven by subscription and advertising revenue, boosted by recent price hikes. Net income rose to $2.89 billion, or $6.61 per share.

For the first time, Netflix did not disclose subscriber numbers, shifting focus to financial metrics. Despite market concerns over tariffs, Netflix stated there’s been no significant impact on its outlook.

The company also launched its own ad tech platform in the U.S. to improve targeting and measurement, signalling a long-term strategy centred around advertising growth.

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Google Illegally Monopolized Ad Tech Markets, Judge Says, reports Bloomberg

General

Apr 17, 2025

A US federal judge has ruled that Google illegally monopolised online advertising markets for ad exchanges and publisher ad servers, marking a major setback for the tech giant. While the judge rejected claims of monopoly in advertiser tools, she found Google’s conduct harmed competitors, publishers and consumers.

The decision follows a 2023 lawsuit by the Justice Department and states seeking to break up Google’s ad tech business. Although the ruling didn’t deem key acquisitions anticompetitive, it may lead to remedies in future proceedings.

Google plans to appeal, arguing that publishers have choice and use its tools for their effectiveness and affordability.

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Sandberg Challenged Over Meta Business Moves During FTC Trial, reports Bloomberg

General

Apr 16, 2025

Sheryl Sandberg, former COO of Meta, was questioned by the US Federal Trade Commission as part of its antitrust trial seeking to break up Meta over its acquisitions of Instagram and WhatsApp. The FTC argues these deals gave Meta a social networking monopoly. Sandberg defended the purchases but faced scrutiny over past statements and internal emails, including her comment that Meta overpaid for Instagram.

The FTC also cited actions Meta took to block competitors and highlighted user data concerns.

Sandberg, who oversaw Meta’s ad business, is expected to face further questioning on the impact of Meta’s decisions on user privacy and competition.

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TikTok Ads introduces new exclusion lists, reports Search Engine Land

General

Apr 16, 2025

TikTok has introduced two new global ad placement controls — the Video Exclusion List and Profile Feed Exclusion List — giving advertisers greater control over where their ads appear. These tools allow brands to block specific videos or user profiles to avoid unwanted adjacency, supporting more customised and sensitive placements.

Part of TikTok’s broader Safety Suite, the update is accompanied by a new Brand Safety & Suitability Playbook, offering guidance, case studies, and activation tips.

The move reflects TikTok’s shift from brand safety to brand alignment, helping advertisers maintain control in user-generated content environments.

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Google used AI to suspend over 39M ad accounts suspected of fraud, reports TechCrunch

General

Apr 16, 2025

Artificial Intelligence

Google suspended 39.2 million advertiser accounts in 2024, over triple the previous year, as part of its crackdown on ad fraud. Using large language models and human oversight, it blocked scam-related accounts and introduced over 30 policy updates.

The company took down 1.8 billion ads in the U.S. and 247.4 million in India, with major violations including misrepresentation, trademark misuse, and ad network abuse. Google also removed 10.7 million election ads and restricted 9.1 billion ads overall.

While suspensions raised fairness concerns, Google said it has improved transparency and appeal processes to clarify enforcement decisions for advertisers.

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Meta Saw TikTok as Highly Urgent Threat, Zuckerberg Says at Antitrust Trial, reports Bloomberg

M&A

Apr 16, 2025

Mark Zuckerberg testified in the FTC’s antitrust trial that TikTok posed a “highly urgent” threat to Meta from 2018, prompting the company to prioritise video content like Instagram Reels.

He defended Meta’s acquisitions of Instagram and WhatsApp, saying they were strategic responses to mobile trends, not monopolistic moves. The FTC argues Meta stifled competition by buying rivals rather than competing. Zuckerberg challenged claims that “network effects” still matter in today’s social media landscape.

If the FTC wins, Meta may be forced to divest Instagram and WhatsApp, undoing years of integration and sparking broader debate over Big Tech’s power and regulation.

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Google Faces Potential $6.6 Billion U.K. Antitrust Lawsuit Over Search Advertising, reports WSJ

General

Apr 16, 2025

Google is facing a £5 billion collective action lawsuit in the UK, accused of abusing its market dominance to overcharge advertisers for search advertising services. Filed by competition law academic Or Brook and law firm Geradin Partners, the claim alleges Google excluded rivals and imposed restrictive practices, such as default app requirements and preferential treatment for its own ad tech tools. The action covers UK businesses that used Google ads from 2011 onwards.

Google called the case speculative and said it would contest it strongly.

The UK’s CMA and the European Commission are also investigating Google’s ad tech practices.

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TikTok begins US testing of Footnotes similar to Community Notes by X, reports Reuters

General

Apr 16, 2025

TikTok has begun testing a new feature called "Footnotes" in the U.S., allowing users to add contextual information to videos, similar to Community Notes on X and Meta.

The feature is part of TikTok’s efforts to improve content reliability, alongside fact-checking and content labels. Users over 18 with an account older than six months and no recent guideline violations can apply to contribute.

The move comes as TikTok awaits a deal to remain in the U.S., following a 2024 law requiring parent company ByteDance to divest the app. President Trump recently extended the divestment deadline and confirmed talks are ongoing.

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DoubleVerify Threatens to Sue Adtech Watchdog Check My Ads For Alleged Defamation, reports AdWeek

General

Apr 16, 2025

Ad verification firm DoubleVerify has warned adtech watchdog Check My Ads of potential legal action over alleged defamatory statements related to a March report by Adalytics. The report suggested that vendors including DoubleVerify failed to detect bot traffic in digital advertising.

Check My Ads, which has promoted Adalytics’ findings and collaborated with the group, received a letter from DoubleVerify’s lawyer demanding preservation of communications. In response, Check My Ads called the claims vague and the demands overbroad, asserting they could undermine protected communications with lawmakers and efforts to increase transparency in the advertising industry.

DoubleVerify declined to comment on the matter.

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Omnicom Earnings For Q1 2025 Show +1.6% YoY Revenue Growth, Net Income Down By -10.0% YoY

+ 2% YoY Opinions

Earnings

Apr 16, 2025

AdExchanger reports:

Omnicom reported a strong Q1 2025, with 3.4% organic revenue growth to $3.69 billion, driven by solid media and precision marketing performance. Net income dipped slightly to $287.7 million due to costs linked to its ongoing acquisition of Interpublic Group, which remains on track to close in H2 2025. CEO John Wren dismissed competitor concerns about post-merger competitiveness.

Public relations and branding saw declines, partly due to market uncertainty and fewer rebranding projects. Wren noted potential tariff impacts remain unclear, with effects likely to emerge later in Q2.

Overall, Omnicom remains confident despite broader market volatility.

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Tariff Confusion Leaves Advertisers Paralyzed and Somber, reports NYT

General

Apr 16, 2025

The US advertising industry faces uncertainty amid fluctuating tariffs, leaving many companies hesitant to commit to marketing spend. Retailers, automakers, and media firms are particularly affected, with 60% of ad executives expecting budget cuts of 6–10%. The unpredictability of President Trump’s trade policy has caused paralysis among advertisers, with many in “wait and see” mode. Some brands are urging consumers to buy before tariffs raise prices, while others highlight their US manufacturing.

Analysts predict more flexible ad strategies and a shift towards digital formats.

Despite the turmoil, agency leaders note clients remain cautiously competitive, seeking growth opportunities where possible.

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YouTube Was Guaranteed Exemption From Australia Social Media Ban, reports Bloomberg

General

Apr 16, 2025

Advertising To Children

Australian Communications Minister Michelle Rowland assured YouTube CEO Neal Mohan that YouTube would be exempt from a new under-16 social media ban before public consultation began, documents reveal. This early promise has sparked backlash from rivals including TikTok and Meta, who called the move anti-competitive.

Despite YouTube’s popularity among Australian children, the platform was excluded from the age restriction law passed in November 2024. Critics argue the exemption is unfair, as YouTube Shorts closely resembles TikTok content.

Platforms must enforce the ban or face fines up to A$50 million, though age verification methods remain unclear.

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