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Longtime OpenAI Exec Brad Lightcap to Step Down, reports WSJ

General

Aug 11, 2026

Leadership Transitions

Brad Lightcap, OpenAI’s former chief operating officer, is leaving the company to “start something new”, marking another senior leadership departure.

Lightcap joined OpenAI in 2018 and became COO in 2022 before moving into a special projects role earlier this year.

His departure follows that of product and business chief Fidji Simo, who stepped aside last month after taking medical leave, adding to a series of recent leadership changes at OpenAI.

Primary Source Earnings Report

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Expert Opinions

No items found.

French press body asks competition watchdog to take action over Google AI, reports Reuters

General

Aug 11, 2026

A French press association has asked the competition regulator to act against Google’s AI-generated article summaries, arguing they reduce publisher traffic and use content without adequate compensation.

The group wants measures similar to those imposed on Meta, requiring negotiations and payment proposals for media content used by AI tools. French regulators previously forced Google to compensate publishers following a copyright dispute.

Publishers say AI summaries have cut website traffic by an estimated 33% to 38%, and argue that media companies should receive a fair share of the value generated from their journalism.

Primary Source Earnings Report

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Expert Opinions

No items found.

Meta and TikTok agree to fact-check content on Spain border crossings after deadly rush, reports Reuters

General

Aug 11, 2026

Responsible Media

Meta and TikTok have agreed to strengthen fact-checking around content about crossings into Spain’s Ceuta enclave after a deadly surge from Morocco.

More than 70,000 people attempted to enter Ceuta on 30 July, with nearly 100 deaths. Viral videos were blamed for encouraging some crossings with misleading information.

The platforms will work with fact-checkers under an EU crisis mechanism and prohibit people-smuggling content. The European Commission and Europol are discussing the situation with both companies daily, although decisions to block or deprioritise content remain voluntary.

Primary Source Earnings Report

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Expert Opinions

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Perplexity blocks Time’s ads served to AI agents, calling them deceptive, reports Digiday

General

Aug 11, 2026

Artificial Intelligence

Time has begun inserting ads into markdown webpages designed for AI agents, but Perplexity is blocking the content from influencing its search results, calling such advertising potentially deceptive.

Perplexity says publishers using markdown ads could face reduced trust scores, arguing that sponsored messaging may be mistaken for neutral factual information when retrieved by AI agents. Other LLM providers could adopt similar safeguards.

The dispute highlights an emerging tension over agentic advertising. Publishers are seeking ways to monetise AI traffic, while AI platforms must protect user trust and determine how sponsored content should be identified, ranked and used.

Primary Source Earnings Report

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Expert Opinions

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US court rules Meta, other tech firms must face thousands of lawsuits over social media addiction, reports Reuters

General

Aug 10, 2026

Responsible Media

A US appeals court has allowed more than 3,000 lawsuits against Meta, Google, TikTok and Snapchat over claims their platforms were designed to addict young users.

The court rejected Meta and TikTok’s attempt to invoke Section 230 protections, ruling their appeal was premature. It also refused to delay a multistate trial against Meta over children’s data and platform safety.

The cases allege social media companies contributed to youth mental health problems through addictive product design. The companies face thousands of additional state lawsuits and several recent adverse rulings, although Meta and Google deny wrongdoing and plan appeals.

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Mark Zuckerberg Lays Out New AI Vision in 6,500-Word Essay, reports WSJ

General

Aug 10, 2026

Artificial Intelligence

Mark Zuckerberg has outlined a new AI strategy for Meta centred on open-weight models, wider access and greater investment in communities hosting its data centres.

Meta will launch new open models, including Muse Glimmer and Muse Spark 1.2, while creating a $1 billion community fund and advocating policies supporting model safety testing and distillation.

The approach positions openness and individual control as alternatives to concentrated institutional power. Meta is simultaneously investing heavily in AI infrastructure as it seeks to catch up with OpenAI and Anthropic, despite growing public and investor concerns over data-centre expansion and spending.

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OpenAI Buys Back $7 Billion of Employee Shares in Tender Offer, reports Bloomberg

General

Aug 10, 2026

OpenAI has completed a share sale allowing current and former employees to sell around $7 billion of stock ahead of a potential public listing.

The company itself repurchased the shares rather than bringing in outside investors for the tender offer.

The transaction valued OpenAI at $852 billion, unchanged from its most recent funding round, reinforcing its position as one of the world’s most valuable private technology companies.

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YouTube is making it harder to earn money on YouTube, reports The Verge

General

Aug 10, 2026

Influencer Marketing

From February 2027, YouTube will double key Partner Program entry requirements, requiring 1,000 subscribers plus either 8,000 annual watch hours or 20 million Shorts views over 90 days.

Existing creators must also meet minimum ongoing activity thresholds to retain monetisation, while Shorts creators will need 10 million views over 90 days to access the Shorts Creators Pool.

The changes accompany YouTube’s expansion of Premium Lite and its broader push towards premium television-style content. YouTube says increased subscription audiences could boost creator earnings compared with advertising-supported viewing.

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OpenAI is coming for SMB advertisers, reports Digiday

General

Aug 10, 2026

Artificial Intelligence

OpenAI is building a dedicated SMB advertising operation, with new roles across growth, data science, demand strategy, analytics and sales operations in San Francisco and Dublin.

The company appears to be borrowing established approaches from Google and Meta, recruiting experienced ad-platform talent while planning to use outsourced vendors for much of its SMB sales activity.

The expansion suggests OpenAI is moving quickly towards smaller advertisers, which are crucial to scaling a major advertising business. Its new hires will build much of the necessary targeting, analytics, demand generation and data infrastructure from scratch.

Primary Source Earnings Report

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Expert Opinions

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Nielsen's $2B DoubleVerify Deal Puts Ad Measurement Independence to the Test, reports AdWeek

M&A

Aug 10, 2026

Nielsen’s planned $2.15 billion acquisition of DoubleVerify follows IAS’s private-equity takeover, consolidating independent ad measurement as advertisers seek clearer cross-channel performance insights.

Combining Nielsen’s audience data with DoubleVerify’s verification capabilities and Rockerbox attribution tools could create a stronger end-to-end measurement platform. However, some experts say transparency will be essential to maintain perceptions of independence and neutrality.

The merged business could challenge the measurement dominance of major platforms, but a fundamental problem remains: truly comparable measurement depends on Google, Meta, Amazon and other walled gardens providing sufficient access to their data.

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Expert Opinions

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Three in five Americans favor stronger oversight of social media companies, reports Reuters

General

Aug 9, 2026

Responsible Media

A Reuters/Ipsos poll found 61% of Americans support stronger government oversight of social media companies, with bipartisan backing for tighter regulation.

Two-thirds support age-verification requirements to prevent under-16s accessing platforms, while around 85% believe social media can be addictive and harmful to children’s mental health.

The findings come amid mounting legal and regulatory pressure on companies including Meta and YouTube. Despite these concerns, 70% of respondents said social media is enjoyable, although 52% believe they spend too much time on platforms.

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Expert Opinions

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ByteDance targets mega AI model nearing Anthropic’s Mythos, reports FT

General

Aug 7, 2026

Artificial Intelligence

ByteDance is training an AI model that could reach up to 10 trillion parameters, potentially rivaling Anthropic’s most advanced systems and becoming China’s largest model to date.

The project remains in early pre-training, with final size and capabilities yet to be determined. It reflects accelerating competition as Chinese AI labs increasingly approach leading US models on performance benchmarks.

ByteDance has invested heavily in data centres, researchers, enterprise AI and custom chips. Its 2,000-person Seed team is prioritising independent model development rather than distillation, aiming ultimately for world-leading capabilities.

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New Mexico court orders Meta to pay additional $567M in child safety case, reports TechCrunch

General

Aug 7, 2026

A New Mexico judge has ordered Meta to pay an additional $567 million over social media harms and addiction, bringing total penalties in the case to $942 million.

Meta must also introduce protections for under-18s in the state, including hiding Like counts without parental approval, limiting notifications overnight and capping monthly platform use.

The ruling found Meta contributed significantly to harms including sexual exploitation, educational disruption and mental health problems. Meta plans to appeal, arguing it works extensively to protect teenagers. The company also faces similar lawsuits across several US states.

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VideoAmp Cuts Staff as AI Agents Take Center Stage, reports WSJ

General

Aug 7, 2026

VideoAmp has laid off around 20% of its workforce, including its CTO, as it restructures around AI and agentic software development.

The company is adopting a flatter operating model and repositioning itself as an AI-powered media performance platform, with agents increasingly handling work previously performed by developers.

The shift reflects a broader “SaaSpocalypse” affecting software vendors. Sales automation startup Rattle similarly cut staff and rebuilt around AI, launching Von, an agentic operating system for revenue teams that has since reached $1 million in annualised recurring revenue.

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Omnicom Wins U.S. Media Account for Ozempic and Wegovy Maker Novo Nordisk, reports AdWeek

General

Aug 6, 2026

Omnicom has won Novo Nordisk’s US media planning and buying account, replacing incumbent WPP Media. The global account is valued at $618 million, with the US portion worth $520 million.

The partnership will begin in the fourth quarter of 2026 and support Novo Nordisk’s consumer-focused strategies for medicines including Ozempic and Wegovy, using emerging channels and technologies.

The win adds to Omnicom Media’s recent successes with Adidas, Subway and IBM, alongside retaining Uber. It comes as Novo Nordisk faces investor pressure following the failure of experimental heart drug Ziltivekimab.

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Roku Earnings For Q2 2026 Show +21.9% YoY Revenue Growth, Net Income Up By +1463.5% YoY

+ 22% YoY Opinions

Earnings

Aug 6, 2026

Deadline reports:

Roku beat second-quarter expectations, with revenue rising 22% to $1.35 billion and earnings per share reaching $1.08.

Platform revenue grew 25%, supported equally by advertising and subscriptions. Roku credited its redesigned home screen with improving content discovery, personalisation and household retention.

The results are Roku’s first since agreeing to a $22 billion acquisition by Fox, expected to close in the first half of 2027. The deal is intended to accelerate growth and innovation.

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PubMatic Earnings For Q2 2026 Show +10.5% YoY Revenue Growth, Net Loss Down By -76.9% YoY

+ 11% YoY Opinions

Earnings

Aug 6, 2026

Primary Source Earnings Report

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Expert Opinions

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Fox Corp. Earnings For Q2 2026 Show +5.1% YoY Revenue Growth, Net Income Down By -24.7% YoY

+ 5% YoY Opinions

Earnings

Aug 6, 2026

Sports Marketing

Reuters reports:

Fox beat quarterly revenue and profit expectations as World Cup coverage drove strong audiences and advertising demand.

Advertising revenue surged 78% to $1.92 billion, while Tubi grew 35%. The tournament also boosted Fox One subscriptions and retention.

Fox is expanding its streaming presence through its planned Roku acquisition, but faces challenges from declining pay TV, rising sports-rights costs and the need to sustain event-driven digital growth.

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The Trade Desk Earnings For Q2 2026 Show +3.0% YoY Revenue Growth, Net Income Down By -28.6% YoY

+ 3% YoY Opinions

Earnings

Aug 6, 2026

AdWeek reports:

The Trade Desk reported its slowest revenue growth since 2020, with Q2 sales up 3% to $715 million and shares falling nearly 25%.

CEO Jeff Green blamed macroeconomic pressures, weaker execution and advertiser shifts towards cheaper buying methods, amid growing competition and leadership changes.

The company is investing in retail media, connected TV and AI-driven tools, including agentic workflows and a forthcoming Kokai upgrade. Green argued AI strengthens rather than threatens the DSP model.

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Expert Opinions

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Warner Bros. Discovery Earnings For Q2 2026 Show -11.2% YoY Revenue Decline, Net Income Down By -89.8% YoY

-11% YoY Opinions

Earnings

Aug 6, 2026

CNBC reports:

Warner Bros. Discovery reported record streaming revenue above $3 billion, up 10%, driven by HBO Max expansion, strong programming and subscriber growth.

Streaming advertising rose 9%, although losing NBA rights significantly slowed growth. The company expects upcoming titles including Harry Potter to support momentum.

Overall quarterly revenue fell 11% to $8.72 billion and profit declined sharply. Meanwhile, its proposed Paramount merger faces a March antitrust trial, with plans to combine HBO Max and Paramount+.

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Expert Opinions

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DoubleVerify Earnings For Q2 2026 Show +2.5% YoY Revenue Growth, Net Income Up By +47.5% YoY

+ 3% YoY Opinions

Earnings

Aug 6, 2026

Primary Source Earnings Report

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Expert Opinions

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Nielsen to Buy DoubleVerify, reports WSJ

M&A

Aug 6, 2026

Nielsen has agreed to acquire DoubleVerify in a deal valuing the ad verification company at about $2.15 billion.

The combination will unite Nielsen’s cross-screen audience measurement with DoubleVerify’s media quality and fraud-detection capabilities.

The companies aim to create a single measurement currency covering both audience delivery and media quality, as Nielsen continues expanding beyond traditional television ratings into digital advertising measurement.

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Expert Opinions

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WPP Earnings For H1 2026 Show -4.4% YoY Revenue Decline, Net Income Down By -24.9% YoY

-4% YoY Opinions

Earnings

Aug 6, 2026

Agency Management

Digiday reports:

WPP says outcome-based remuneration remains years away, with Jaguar Land Rover currently its only client using the model.

First-half revenue fell 4.7%, but new business wins, client retention and cost reductions suggest stabilisation. WPP targets a return to organic growth during 2027.

Its turnaround depends on AI, commercial-model changes, asset sales and further staff cuts. WPP plans to combine human and technology costs while using outcome-based pricing to improve efficiency and margins.

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Expert Opinions

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FCC Votes to Repeal National TV Ownership Limit, reports WSJ

General

Aug 6, 2026

The US Federal Communications Commission has repealed the rule limiting any company from reaching more than 39% of television households.

The agency will instead review acquisitions individually, arguing the cap hindered broadcasters competing with digital platforms and national networks.

Critics say only Congress can change the limit and warn consolidation could weaken local news. The decision may face legal challenges and encourage further broadcaster mergers.

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Expert Opinions

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Alphabet looks to raise up to $25 billion from latest bond sale, source says, reports Reuters

General

Aug 6, 2026

Investment Rounds

Alphabet is seeking to raise $20–25 billion through a US bond sale to help fund its rapidly expanding AI investments.

The offering follows increased capital spending, negative free cash flow and an earlier $85 billion equity raise. Big Tech companies have sharply increased borrowing to finance AI infrastructure.

Alphabet has also issued debt in several foreign currencies as it balances investor concerns over returns, model delays and the growing cost of competing in AI.

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OpenAI brings product carousels to ChatGPT ads, reports Digiday

General

Aug 6, 2026

Artificial Intelligence

OpenAI is launching product carousel ads in ChatGPT, allowing several products from one retailer to appear within a single placement.

The format uses retailer product feeds and lets OpenAI decide whether to show a single item or a carousel, similar to Google Shopping.

The launch comes ahead of the holiday advertising season as OpenAI seeks to attract more ecommerce spending and scale its advertising business towards ambitious revenue targets.

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Kroger’s AI shopping assistant has ads at launch, reports Digiday

General

Aug 6, 2026

Artificial Intelligence

Kroger has launched an AI shopping assistant with advertising built in from the outset.

Shoppers can use it to plan meals, find recipes and build baskets, while relevant sponsored products appear alongside organic recommendations.

Advertisers need no extra setup if they already run product listing campaigns, and performance can be measured. Kroger sees the feature as a natural extension of retail media, supported by loyalty data covering 95% of transactions.

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News Corp Earnings For Q2 2026 Show +10.8% YoY Revenue Growth, Net Income Down By -70.4% YoY

+ 11% YoY Opinions

Earnings

Aug 5, 2026

News Publishing

Reuters reports:

News Corp beat fourth-quarter expectations, with revenue rising to $2.34 billion and adjusted earnings per share nearly doubling.

Growth was driven by digital real estate, HarperCollins and Dow Jones, where revenue increased 7%, while digital real estate services rose 19%.

The company is also expanding AI licensing, building on agreements with OpenAI and Meta while pursuing additional partnerships with technology companies.

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LiveRamp Earnings For Q2 2026 Show +9.8% YoY Revenue Growth, Net Income Up By +126.1% YoY

+ 10% YoY Opinions

Earnings

Aug 5, 2026

Primary Source Earnings Report

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Expert Opinions

No items found.

Taboola Earnings For Q2 2026 Show +2.4% YoY Revenue Growth, Net Income Up By +199.4% YoY

+ 2% YoY Opinions

Earnings

Aug 5, 2026

Primary Source Earnings Report

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Expert Opinions

No items found.

Disney Earnings For Q2 2026 Show +6.8% YoY Revenue Growth, Net Income Down By -52.1% YoY

+ 7% YoY Opinions

Earnings

Aug 5, 2026

CNBC reports:

Disney reported mixed quarterly results, with adjusted earnings beating expectations while revenue rose 7% to $25.25 billion, slightly below forecasts.

Parks revenue increased 10%, while streaming grew 11% through subscriber growth, price increases and advertising. ESPN also benefited from strong sports audiences.

Disney raised its share buyback target to at least $9 billion, supported by selling its A+E stake, while continuing to integrate entertainment, consumer products and digital partnerships to drive growth.

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Magnite Earnings For Q2 2026 Show +11.2% YoY Revenue Growth, Net Income Up By +73.9% YoY

+ 11% YoY Opinions

Earnings

Aug 5, 2026

AdExchanger reports:

Magnite is expanding beyond traditional supply-side functions by adding DSP-like capabilities for campaign planning, audience packaging and optimisation.

The company says richer first-party data, commerce signals and AI are shifting more decision-making towards the supply side, while maintaining that it does not intend to replace DSPs.

Magnite reported strong Q2 growth, particularly in CTV, and is positioning its technology as infrastructure for an increasingly agentic advertising ecosystem.

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Criteo Earnings For Q2 2026 Show -11.3% YoY Revenue Decline, Net Income Down By -48.7% YoY

-11% YoY Opinions

Earnings

Aug 5, 2026

AdExchanger reports:

Criteo shares fell 24% after weak second-quarter results, pushing its market value below $1 billion.

The company faces pressure as retargeting declines and previously forecast enterprise advertising commitments failed to materialise, contributing to repeated earnings misses.

Criteo is seeking growth through newer channels including Meta, Google Search and OpenAI, while adapting to shifts in client spending across the marketing funnel.

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Expert Opinions

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Google shakes up AI leadership as DeepMind chief shifts role, reports Reuters

General

Aug 5, 2026

Leadership Transitions

Google has overhauled its AI leadership as Demis Hassabis moves from DeepMind chief executive to Alphabet chief scientist and chairman.

Koray Kavukcuoglu will take operational control, while Jeff Dean and three other senior AI leaders leave to launch Discovery Loop.

The changes follow delays to Google’s latest Gemini model and concerns it is losing ground to OpenAI and Anthropic. The new structure is expected to place greater emphasis on commercialisation and product development.

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Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures Show, reports Bloomberg

General

Aug 5, 2026

Artificial Intelligence

Microsoft generated $24.1 billion from OpenAI in its latest fiscal year, making the AI company its largest source of artificial intelligence revenue.

The figure suggests OpenAI accounted for more than half, and potentially around 70%, of Microsoft’s AI sales, highlighting continued dependence on the partnership.

Microsoft is developing its own models and backing Anthropic to diversify, while investors seek clarity on how much revenue comes from cloud services versus revenue-sharing arrangements.

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OpenAI seeks dismissal of Apple's trade secrets lawsuit, reports Reuters

General

Aug 5, 2026

OpenAI has asked a US judge to dismiss Apple’s lawsuit alleging trade-secret theft by the company and two former Apple employees.

OpenAI argues Apple failed to identify specific protected information or plausibly show misappropriation, saying its planned hardware is entirely different from Apple’s products.

The case centres on future AI devices that could challenge the iPhone. Despite the dispute, Apple and OpenAI continue to collaborate through Siri and ChatGPT integration.

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Disney and TikTok strike short-form video-sharing deal, reports Reuters

General

Aug 5, 2026

Influencer Marketing

Disney and TikTok have agreed to let creators use characters and scenes from Disney films and television programmes in short-form videos.

Selected TikTok videos will also appear on Disney+ through a new Verts section, marking the first time TikTok content is distributed on another platform.

The US pilot will include assets from Pixar, Marvel, Star Wars and FX, aiming to attract younger viewers and turn social discovery into Disney+ engagement.

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Expert Opinions

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Google to Face UK Class Action for Alleged Abuse of Ad Power, reports Bloomberg

General

Aug 5, 2026

Google faces a UK class action alleging it overcharged businesses for search advertising and abused its dominance across mobile systems, app distribution and online ads.

The Competition Appeal Tribunal allowed the opt-out claim to proceed, potentially covering around 880,000 British firms and seeking up to £5 billion in damages.

Google called the case speculative and will contest it. The ruling only permits a trial and does not establish wrongdoing.

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Expert Opinions

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Meta Ran Ads That Contained AI-Generated Child Sexual Abuse Imagery, reports Wired

General

Aug 5, 2026

Responsible Media

Researchers found more than 50 Meta ads containing explicit AI-generated child sexual abuse material or promoting nudification tools across Facebook, Instagram, Messenger and Threads.

Some ads reached thousands of users and remained in Meta’s ad library for months despite mandatory review. Meta removed them after being contacted and cited improved detection systems.

Watchdogs say repeated violations expose serious weaknesses in Meta’s advertising controls, particularly as abusive networks rapidly create new accounts and domains to evade enforcement.

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Sony is scaling up its Playstation advertising ambitions, reports Digiday

General

Aug 5, 2026

Gaming / Metaverse

Sony appears to be building a global advertising business around PlayStation, with new roles covering sales, ad technology, programmatic, CTV and measurement.

The move suggests a renewed push to monetise PlayStation’s audience after earlier advertising efforts failed to scale.

Rising development costs and price-sensitive gamers are making advertising more attractive across the industry. Sony joins Xbox and Electronic Arts in pursuing ad revenue, although player resistance and infrastructure challenges remain.

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Amazon loses US court ban on Perplexity's AI shopping tools, reports Reuters

General

Aug 4, 2026

A US appeals court overturned a temporary ban preventing Perplexity’s AI shopping agents from accessing Amazon.

Judges said Amazon was unlikely to prove Perplexity violated federal computer-hacking law because users, rather than the company itself, accessed Amazon through the agents.

The ruling is the first federal appellate decision on AI agents accessing online platforms and could shape the development of tools that browse, shop and transact for users.

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Expert Opinions

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Apple seeks preliminary injunction against OpenAI in trade secrets case, reports Reuters

General

Aug 4, 2026

Apple is seeking depositions from OpenAI and io Products representatives and a preliminary injunction in its trade secrets lawsuit.

The company argues it would suffer irreparable harm without court intervention. OpenAI denies possessing or seeking Apple’s confidential information.

The dispute centres on future AI devices that could bypass traditional apps and operating systems, potentially challenging the iPhone’s dominance.

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Disney exits A+E as media conglomerate Hearst gains full ownership in $1.2 billion deal, reports Reuters

M&A

Aug 4, 2026

Hearst will acquire Disney’s 50% stake in A+E Global Media for about $1.2 billion, gaining full ownership.

The sale reflects Disney’s focus on streaming and ESPN as traditional cable subscriptions decline.

A+E operates brands including A&E, Lifetime, History and Vice TV across 200 territories. Hearst plans to expand the business across platforms and international markets.

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Teads Sues Google, Claiming Some Disputed Ad Practices Were Never Really Retired, reports AdWeek

General

Aug 4, 2026

Teads has sued Google, alleging anti-competitive adtech practices harmed rival exchanges and publishers.

The company claims Google’s integration of Google Ads with AdX restricted competition, while auction mechanisms similar to retired practices continue today.

Teads seeks damages and court-ordered reforms. Google called the claims meritless, while warning the case could be costly and prolonged.

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Expert Opinions

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Antitrust Trial Over Paramount-Warner Merger Set for March, reports WSJ

M&A

Aug 4, 2026

Paramount’s antitrust trial over its $81 billion Warner Bros. Discovery acquisition will begin on 2 March 2027.

The delay could trigger quarterly payments of about $650 million to Warner shareholders, while a failed deal would cost Paramount a $7 billion breakup fee.

Twelve states and the Writers Guild argue the merger would harm competition, consumers and workers. Paramount says it is pro-competitive and necessary to challenge Netflix, Amazon and Disney.

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Expert Opinions

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Paramount Earnings For Q2 2026 Show +0.9% YoY Revenue Growth, Net Income Down By -28.1% YoY

+ 1% YoY Opinions

Earnings

Aug 4, 2026

CNBC reports:

Paramount Skydance raised its 2026 profit guidance after second-quarter revenue slightly exceeded expectations.

Streaming revenue rose 9%, Paramount+ added two million subscribers and film revenue increased, while television revenue fell 9%. Cost savings improved margins.

The company remains confident in its Warner Bros. Discovery acquisition, despite a US antitrust trial scheduled for March 2027 and a possible closing delay until June 2027.

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Expert Opinions

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Pinterest Earnings For Q2 2026 Show +18.2% YoY Revenue Growth, Net Income Down By -220.4% YoY

+ 18% YoY Opinions

Earnings

Aug 4, 2026

Artificial Intelligence

WSJ reports:

Pinterest’s second-quarter revenue rose 18% to $1.18 billion as monthly users reached a record high, driven by strong Gen Z growth.

The company posted a $46.7 million loss due to higher research, marketing and restructuring costs, although adjusted earnings exceeded expectations.

Pinterest said AI is improving personalisation, advertising performance and monetisation. Third-quarter revenue is forecast to grow 13%–15%.

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Spotify Earnings For Q2 2026 Show +13.9% YoY Revenue Growth, Net Income Up By +733.7% YoY

+ 14% YoY Opinions

Earnings

Aug 4, 2026

Artificial Intelligence

FT reports:

Spotify forecast slower-than-expected user growth as higher spending on marketing and AI reduced profits.

Monthly users are expected to reach 788 million next quarter, below forecasts. Net income of €545 million also missed expectations, although paid subscribers rose to 300 million.

Spotify is investing in premium tiers, AI remixing, personalised podcasts and concert access to support future growth. Margins have improved significantly, but shares remain down by about a third over the past year.

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TikTok Finalizing Trio of Settlements in Addiction Litigation, reports Bloomberg

General

Aug 3, 2026

TikTok has reached agreements in principle to settle three upcoming trials alleging its platform is addictive and harmful to minors.

Lawyers for the plaintiffs confirmed the cases had been resolved, subject to final written agreements.

The settlement amounts remain confidential, and TikTok has not commented.

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Snap Earnings For Q2 2026 Show +18.9% YoY Revenue Growth, Net Loss Down By -37.6% YoY

+ 19% YoY Opinions

Earnings

Aug 3, 2026

Artificial Intelligence

CNBC reports:

Snap reported stronger-than-expected second-quarter revenue, earnings and user growth, lifting shares by about 8%.

Revenue rose 19% to $1.6 billion, while losses narrowed and advertising momentum improved, supported by major brands and World Cup spending.

Snap forecast third-quarter revenue above estimates and increased AI infrastructure spending. However, North American users declined, while subscription revenue surged and the company continued investing cautiously in augmented-reality glasses.

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Britain says it is open to AI regulation if voluntary safeguards fall short, reports Reuters

General

Aug 3, 2026

Artificial Intelligence

Britain may regulate advanced AI models if voluntary pre-deployment testing no longer adequately protects the public.

The government currently favours a light-touch approach, relying on its AI Security Institute’s voluntary access to leading models from companies including OpenAI, Anthropic and Google.

Recent reports of AI systems exploiting cyber vulnerabilities have intensified scrutiny. Ministers say public safety remains the priority, while seeking to preserve Britain’s position as a leading AI investment and research hub.

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Australia hikes levy for tech giants that fail to strike local news deals, reports Reuters

General

Aug 3, 2026

News Publishing

Australia has raised its planned levy on major technology platforms from 2.25% to 2.5% of local advertising revenue.

The charge will apply to large social media and search services, including Meta, Google, TikTok and LinkedIn, unless they secure commercial agreements with Australian news publishers.

All revenue raised will support local journalism. The government plans to introduce the legislation when parliament resumes later this month.

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Amazon completes $50bn investment in OpenAI, reports FT

General

Jul 31, 2026

Artificial Intelligence

Amazon has completed a $50 billion investment in OpenAI, securing an estimated 5% stake ahead of a possible public listing next year.

The deal strengthens commercial ties covering cloud services, computing resources and chips, while providing OpenAI with funding to develop costly frontier models.

Amazon also backs rival Anthropic and hopes both companies will increase adoption of its Trainium chips and make their AI models available to AWS customers.

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Media measurement is becoming an asset in boardroom theater, reports Digiday

General

Jul 31, 2026

Marketing Effectiveness

CEOs are increasingly highlighting marketing effectiveness to investors, presenting advertising as a measurable business investment rather than a discretionary cost.

Leaders at Starbucks, P&G, Reckitt and others have praised improved media allocation, efficiency and returns, although many marketers still lack confidence in their data.

This boardroom focus is increasing demand for measurement, AI-enabled creative evaluation and agency accountability, while encouraging agencies to engage finance and executive leaders beyond the CMO.

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OpenAI appears to be building chatbot-native ads that launch AI agents, reports Digiday

General

Jul 31, 2026

Artificial Intelligence

OpenAI is testing ChatGPT ads that open a business-specific AI conversation instead of directing users to a website.

The agent can answer questions, recommend products, access live business data and capture leads using company information, product feeds and custom tools.

The format could shift digital advertising from webpage clicks towards conversational experiences, although it is currently available only to a limited group of advertisers.

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Most Australian teens still on social media three months after under-16 ban began, study finds, reports Reuters

General

Jul 31, 2026

Advertising To Children

More than 80% of Australian children aged 10–15 continued using social media three months after the under-16 ban began.

The regulator blamed ineffective age checks, with many teenagers retaining or creating accounts while daily usage barely declined. Parental awareness also fell.

Australia is investigating five major platforms and plans tougher penalties and enforcement powers. The study found limited lifestyle or mental-health changes, alongside increased use of messaging, gaming and Reddit.

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Meta India head named in police case over Facebook videos targeting Modi, reports Reuters

General

Jul 31, 2026

Indian police are preparing to notify Meta over a case involving its India head, Srinivas, concerning allegedly manipulated content about Prime Minister Narendra Modi.

India has tightened platform liability rules, requiring unlawful content to be removed within three hours and increasing executives’ potential exposure.

The case comes amid growing tensions between Meta and the government over misinformation, hate speech and a recent temporary restriction of a Modi post on Facebook.

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Google tests AI-generated descriptions in Shopping ads, reports Search Engine Land

General

Jul 30, 2026

Artificial Intelligence

Google is expanding its test of AI-generated descriptions from standard Search ads to Shopping and Product ads.

The summaries aim to give users additional context and help them make more informed purchasing decisions.

However, advertisers have limited control over the generated wording, raising concerns about product accuracy and potential effects on click-through rates, conversions and campaign performance.

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ChatGPT, Roblox to Fall Under Strictest EU Rules for Platforms, reports Bloomberg

General

Jul 30, 2026

Responsible Media

OpenAI’s ChatGPT and Roblox are expected to be designated “very large online platforms” under the EU’s Digital Services Act after exceeding 45 million monthly users.

They will face stricter content monitoring, transparency reporting, risk-mitigation requirements and annual regulatory fees.

The designation reflects concerns about harmful content, child safety and advertising transparency. Breaches could result in fines of up to 6% of global annual revenue.

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Disney Overhauls Streaming Services to Jumpstart Subscriber Growth, reports Bloomberg

General

Jul 30, 2026

Disney chief Josh D’Amaro is repositioning Disney+ as the company’s global front door, combining Hulu, ESPN, films, television and sport.

New recommendations, vertical videos and more local programming aim to improve discovery, viewing time and international growth. US engagement is already rising.

Disney has turned streaming losses into profit through price increases and reduced output, but subscriber growth remains slow. D’Amaro ultimately wants Disney+ to become a wider hub for entertainment, parks and merchandise.

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OpenAI’s ChatGPT reaches the coupon stage of building an ad business, reports Digiday

General

Jul 30, 2026

Artificial Intelligence

OpenAI is offering promotional credits to encourage advertisers to test ChatGPT ads and build spending habits on the platform.

Offers include matching $50 or $100 credits after equivalent initial spending, reflecting a shift from developing advertising tools towards actively recruiting customers.

However, advertisers still want stronger measurement and clearer availability. OpenAI must balance rapid growth with protecting user experience as it pursues ambitious advertising revenue targets.

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Reddit Earnings For Q2 2026 Show +61.0% YoY Revenue Growth, Net Income Up By +184.3% YoY

+ 61% YoY Opinions

Earnings

Jul 30, 2026

Artificial Intelligence

AdExchanger reports:

Reddit reported strong second-quarter growth, with total revenue up 61% and advertising revenue rising 64%.

However, shares fell nearly 13% as investors worried that Google AI Overviews are reducing search referrals, particularly from logged-out users.

Reddit says it is focused on becoming a daily destination rather than relying on external traffic. It is also reassessing AI licensing relationships, including its deal with Google, to ensure its data delivers sufficient long-term value.

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Roblox Earnings For Q2 2026 Show +35.9% YoY Revenue Growth, Net Loss Down By -33.9% YoY

+ 36% YoY Opinions

Earnings

Jul 30, 2026

Gaming / Metaverse

Reuters reports:

Roblox forecast weaker-than-expected third-quarter bookings, sending shares down 14% after hours.

Revenue pressure followed recommendation changes favouring lower-spending games and stricter age-verification measures that reduced engagement and in-app purchases.

The company expects near-term weakness but says investments in safety, AI, retention and older users will support long-term growth. Daily active users rose 10% year on year, while adults now represent a more valuable share of the audience.

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Apple Earnings For Q2 2026 Show +16.4% YoY Revenue Growth, Net Income Up By +27.1% YoY

+ 16% YoY Opinions

Earnings

Jul 30, 2026

Leadership Transitions

FT reports:

Apple reported stronger-than-expected iPhone and MacBook sales, alongside a roughly $1 billion benefit from US tariff refunds.

Quarterly revenue rose 16% to $109.4 billion, with iPhone sales up 22% and China revenue rebounding. Net income and product margins also exceeded forecasts.

However, services revenue missed expectations and shares fell as investors focused on memory-chip shortages, potential price rises and the leadership transition from Tim Cook to John Ternus.

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Amazon Earnings For Q2 2026 Show +19.6% YoY Revenue Growth, Net Income Up By +244.9% YoY

+ 20% YoY Opinions

Earnings

Jul 30, 2026

Artificial Intelligence

CNBC reports:

Amazon reported strong second-quarter growth, driven by surging demand for AWS and artificial intelligence services.

AWS revenue rose 37% to $42.2 billion, while total revenue reached $200.6 billion. Advertising also exceeded expectations, and Amazon’s shares climbed more than 10%.

The company raised its annual capital spending forecast to $220 billion to expand AI infrastructure, despite negative free cash flow. Amazon said demand continues to exceed capacity and expects this pressure to persist through 2028.

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Meta Earnings For Q2 2026 Show +28.0% YoY Revenue Growth, Net Income Down By -13.6% YoY

+ 28% YoY Opinions

Earnings

Jul 30, 2026

Artificial Intelligence

FT reports:

Meta’s shares fell after second-quarter profits missed expectations as rising AI investment and legal costs increased expenses.

Revenue grew 28% to $60.8 billion, but net income declined 14% to $15.8 billion as costs jumped 55% to $42 billion.

Meta raised the lower end of its 2026 spending forecasts, with capital expenditure now expected at $130–145 billion and total expenses at $165–169 billion.

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Microsoft Earnings For Q2 2026 Show +17.7% YoY Revenue Growth, Net Income Up By +31.3% YoY

+ 18% YoY Opinions

Earnings

Jul 29, 2026

Artificial Intelligence

Bloomberg reports:

Microsoft’s cloud business grew at its fastest rate in four years, with Azure revenue rising 43% and exceeding expectations.

Azure generated more than $100 billion annually for the first time, while Microsoft 365 Copilot reached over 30 million paid users.

Quarterly revenue rose 18% to $90 billion and profit beat forecasts. Capital expenditure increased 70% to $41 billion as Microsoft expanded AI data centres and computing infrastructure.

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Canada to Cease Compelling U.S. Streamers to Help Finance Domestic Broadcasting, reports WSJ

General

Jul 29, 2026

Canada plans to abandon mandatory financial contributions from foreign streaming services to support domestic film and television production.

The government will replace the proposed levies on companies including Netflix, Disney+ and Prime Video with public funding.

The reversal follows US criticism that the rules created a trade barrier. Ottawa has already announced about $430 million for Canada’s cultural sectors.

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OpenAI CEO Sam Altman Discusses Next AI Model With US Lawmakers, reports Bloomberg

General

Jul 29, 2026

Artificial Intelligence

OpenAI chief Sam Altman briefed US lawmakers on the company’s upcoming AI model and supported legislation introducing cybersecurity safeguards.

His visit followed reports that an OpenAI system exploited vulnerabilities to access cloud accounts and launch attacks, heightening concerns about AI-enabled cyber threats.

US officials are developing a safety review process for advanced models, while more than 1,100 industry figures have urged the government to slow AI development when necessary to manage serious risks.

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Apple says UK App Store proposal amounts to price regulation, reports Reuters

General

Jul 29, 2026

Apple has criticised proposed UK App Store rules allowing developers to direct users towards alternative payment options.

The company argues the measures would effectively regulate its prices, restrict commissions and potentially weaken innovation and investment, without evidence consumers would pay less.

Supporters say Apple’s gatekeeper position disadvantages developers. The proposals form part of the Competition and Markets Authority’s new powers to regulate designated digital platforms.

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Musk's X says Australia social media ban crackdown undermines international law, reports Reuters

General

Jul 29, 2026

Advertising To Children

X has criticised Australia’s proposed expansion of enforcement powers for its under-16 social media ban, arguing they threaten fairness, privacy and international legal principles.

The changes would broaden the eSafety Commissioner’s document-access powers and double maximum fines to A$99 million. X warned they could improperly target overseas affiliates.

Australia says stronger powers are needed because many under-16s still access social media and platforms’ compliance claims are difficult to verify. Parliament has not yet approved the bill.

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Elon Musk’s X and WFA End Multiyear Legal Spat, reports AdWeek

General

Jul 29, 2026

X and the World Federation of Advertisers have settled their nearly two-year legal dispute, resetting relations between the organisations.

X had accused the WFA and several advertisers of colluding through GARM to boycott the platform, costing it billions in advertising revenue. The WFA denied wrongdoing, and a judge dismissed the case before X appealed.

Both sides now support further brand-safety innovation and freedom of speech. The dispute had already led to GARM’s closure and intensified regulatory scrutiny of advertising industry practices.

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AI Slop Is Fooling Advertisers' Verification Tools, reports AdWeek

General

Jul 28, 2026

Artificial Intelligence

AI-generated “slop” is passing established advertising quality checks and can attract higher prices than legitimate publisher content, according to industry research.

It represents an estimated 1.3%–2.4% of open-web programmatic spending and is growing rapidly across social platforms. Many sites use repeatable templates designed to avoid detection.

Advertisers are advised to favour private marketplaces and approved-site lists, as exclusion lists cannot keep pace with newly created low-quality domains. Verification tools are improving but remain inconsistently applied.

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HBO Max embraces vertical video with a new Shorts feed, reports TechCrunch

General

Jul 28, 2026

HBO Max is testing a TikTok-style vertical video feed and an AI-powered conversational search tool to improve content discovery.

The Shorts feed uses personalised clips, trailers and bonus content, with AI helping identify compelling scenes before editorial review.

The search feature lets users describe moods or themes in natural language to receive recommendations. Both tools are initially available to selected US users, with wider rollout planned.

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Omnicom Earnings For Q2 2026 Show +63.4% YoY Revenue Growth, Net Income Up By +127.0% YoY

+ 63% YoY Opinions

Earnings

Jul 28, 2026

Agency Management

AdExchanger reports:

Omnicom’s second-quarter revenue was flat at $6.6 billion, while net income more than doubled to $585 million despite weaker advertising revenue.

Investors welcomed progress in selling lower-growth IPG businesses and cutting overlapping agencies, staff and offices, improving margins and simplifying the group.

Omnicom says it is becoming a more integrated operating company. Principal media, where agencies resell inventory at a markup, is also growing and remains an important but opaque source of revenue.

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Apple briefly becomes second company ever to notch $5 trillion market value, reports Reuters

General

Jul 28, 2026

Apple briefly surpassed a $5 trillion market valuation, becoming only the second company after Nvidia to reach the milestone.

Its shares have risen 24% this year, supported by strong product demand, stable iPhone pricing and lower AI infrastructure spending than rivals.

Apple has relied on Google technology for new AI services while avoiding costly data-centre investments. It also launched a US device leasing programme through Klarna to make products more affordable through monthly payments.

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Google rivals line up seeking damages after record $1 billion EU fine, reports Reuters

General

Jul 28, 2026

Google faces up to $10 billion in private damages claims after its first loss under the EU’s Digital Markets Act.

Smaller rivals argue Google’s self-preferencing and app-store restrictions harmed competition, with cases already under way across Europe. Recent fines and court rulings may encourage further lawsuits.

Google denies the claims, but lengthy appeals could delay payouts for years. The cases add financial pressure as the company increases AI investment and has already paid €10.4 billion in EU antitrust fines.

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Incoming Apple CEO aims to build on movie and TV progress, reports Reuters

General

Jul 28, 2026

Leadership Transitions

Incoming Apple CEO John Ternus has pledged to build on the company’s growing momentum in entertainment when he takes over in September.

Apple TV has gained recognition through successful films and programmes including CODA, F1 and Ted Lasso. Tim Cook said Apple prioritises quality rather than content volume.

The company remains open to partnerships where it can offer distinctive technology or expertise, building on its Formula 1 collaboration and integrated coverage across Apple services.

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OpenAI is already building the org chart of a mature ad business, reports Digiday

General

Jul 28, 2026

Leadership Transitions

OpenAI is building a hybrid advertising model combining internal sales teams with resellers and outsourced partners, rather than replacing ad-tech vendors.

New leadership roles will formalise vendor selection, contracting, governance, forecasting and quality control, turning individual partnerships into a scalable global system.

The strategy resembles elements of Netflix and Meta as OpenAI races towards ambitious revenue targets. However, its young advertising platform remains under development, with marketers mainly testing modest budgets rather than shifting substantial spending.

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Amazon overhauls its AI strategy, winding down most flagship models, reports Insider

General

Jul 28, 2026

Artificial Intelligence

Amazon is restructuring its AI strategy, winding down several Nova models and closing its AGI Lab following recent layoffs.

Resources are shifting towards Frontier Model Research, led by Pieter Abbeel, which is developing a new flagship model expected at re:Invent.

The move reflects a narrower focus on frontier AI, concentrating engineering talent and computing power on fewer priorities. Some Nova products and agent technologies will remain supported.

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Fewer ads drive more attention on websites, finds Lumen and Mail Metro Media, reports The Media Leader

General

Jul 27, 2026

Attention Economy

Research found that reducing digital ad loads significantly improves attention, brand recall and purchase intent.

A premium Daily Mail layout increased ad viewing from 53% to 78%, delivered 4.2 times higher spontaneous recall and doubled attentive viewing time.

As referral traffic declines, publishers are shifting from volume towards fewer, higher-value ads. The findings suggest premium placements, especially near the top of pages, can improve effectiveness, user experience and advertising returns.

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Meta disregarded its own research on teen harm, Tennessee tells jury, reports Reuters

General

Jul 27, 2026

Responsible Media

Tennessee told a jury Meta ignored internal research linking compulsive Instagram use among teenagers to eating disorders, depression and self-harm.

The state says features including autoplay, notifications and infinite scroll were designed to maximise engagement and advertising, despite internal warnings they conflicted with wellbeing.

Meta argues it has been transparent, develops safety tools and shares responsibility with parents and teachers. The trial could lead to financial penalties and platform changes if Meta is found liable.

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Google’s AI search is rapidly becoming the default, new data shows, reports TechCrunch

General

Jul 27, 2026

Artificial Intelligence

Google’s AI Overviews now appear in 43% of searches, up from 15% a year ago, while AI Mode usage has more than doubled.

Users are spending longer on Google and using more conversational queries, reinforcing its shift from a gateway to websites into an information destination.

Publishers continue losing referral traffic, although AI citations are increasing. ChatGPT referrals improved after a search update, with more users clicking through to webpages, but the wider move towards AI-led search remains firmly established.

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NBCUniversal strikes a deal to offer Peacock to YouTube Premium subscribers, reports Reuters

General

Jul 27, 2026

NBCUniversal and YouTube have agreed to offer Peacock to US YouTube Premium subscribers from early 2027.

The partnership, Peacock’s largest wholesale distribution deal, will bring its original programmes and live sports to YouTube Premium’s much larger subscriber base.

The agreement also extends NBCUniversal’s distribution on YouTube TV. It reflects the growing use of bundles as streaming growth slows and highlights YouTube’s increasing influence in television and entertainment.

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Warner Bros. lawsuit accuses Amazon of illegally poaching executives, reports TechCrunch

General

Jul 25, 2026

Warner Bros. Discovery has sued Amazon for allegedly poaching employees under fixed-term contracts, including former HBO Max marketing executive Pia Barlow.

The company claims Amazon encouraged contract breaches and offered legal protection to recruits, amounting to interference, breach of contract and unfair competition.

Warner Bros. also alleges Amazon targeted another executive who ultimately remained. The case may revive debate over whether fixed-term employment agreements are enforceable under California law.

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Trump says US to launch EU probe over illegal Google fine, reports Reuters

General

Jul 24, 2026

US President Donald Trump criticised the European Union’s €890 million fine against Google, calling it illegal and unethical.

He accused the bloc of unfairly targeting American companies and announced an immediate investigation under Section 301 of the Trade Act.

Trump warned that the EU would face significant consequences for what he described as the robbing of US businesses.

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ChatGPT Ads adds conversion bidding, geo exclusions and bulk campaign tools, reports Search Engine Land

General

Jul 24, 2026

Artificial Intelligence

ChatGPT Ads is introducing new tools for bidding, measurement, budgeting and campaign management as its advertising platform matures.

Updates include conversion-optimised CPC campaigns, automatic budget pacing, geographic exclusions, improved attribution, mobile measurement integrations and bulk API support.

The changes bring ChatGPT Ads closer to established platforms such as Google and Meta, making it more practical for performance marketers managing campaigns at scale.

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Indian court says OpenAI did not violate news agency ANI's copyright, reports Reuters

General

Jul 24, 2026

News Publishing

An Indian court ruled that OpenAI’s use of ANI news content to train ChatGPT did not infringe copyright.

The judge said ANI failed to prove that ChatGPT memorised or reproduced its reports in user responses.

Storing the articles for model training was protected under India’s fair-dealing exemption for research. The decision is India’s first substantive ruling on AI training with copyrighted news content.

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Meta launches new app Seller to provide sales tools for merchants, reports Reuters

General

Jul 24, 2026

Meta has launched Seller, a dedicated app for US merchants using Facebook Marketplace.

The app syncs existing listings, messages and sales history, while offering AI listing tools, inventory management, a unified inbox and performance insights.

Meta aims to strengthen Marketplace against rivals such as eBay. It is also introducing Facebook Verified, a free selfie-based badge designed to improve trust and safety.

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TikTok charged with breaching EU tech rules on online safety for kids, EU says, reports Reuters

General

Jul 24, 2026

Responsible Media

EU regulators have accused TikTok of breaching online safety rules by exposing children to cyberbullying, predators and unwanted contact.

The Commission said public accounts and easily searchable private profiles fail to provide adequate default protection for minors under the Digital Services Act.

TikTok said teen accounts already include extensive safeguards and will respond to the findings. The company could face a fine of up to 6% of global annual turnover.

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Google quietly gives ground on PMax controls, reports Digiday

General

Jul 24, 2026

Google is testing Performance Max controls allowing advertisers to exclude third-party Search Partners and the Google Display Network.

Media buyers welcome the greater transparency and ability to avoid lower-quality inventory, addressing long-standing concerns about PMax’s black-box automation. Earlier reporting and targeting controls have already increased advertiser confidence and spending.

The feature remains a limited alpha, with many agencies unable to access it. Google’s concessions may reflect growing competition from ChatGPT advertising and a desire to sustain search revenue growth.

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Comcast Earnings For Q2 2026 Show -1.2% YoY Revenue Decline, Net Income Down By -69.0% YoY

-1% YoY Opinions

Earnings

Jul 23, 2026

Sports Marketing

WSJ reports:

Comcast reported lower second-quarter profit and revenue, though adjusted earnings exceeded expectations.

Domestic broadband losses narrowed year on year to 167,000, while video subscriber losses also improved. Wireless performed strongly, adding 448,000 lines and increasing revenue by 14%.

Media revenue rose 25%, helped by World Cup coverage. Peacock revenue climbed 54% to $1.9 billion, with paid subscribers increasing to 48 million.

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Alphabet Earnings For Q2 2026 Show +24.2% YoY Revenue Growth, Net Income Up By +297.6% YoY

+ 24% YoY Opinions

Earnings

Jul 23, 2026

Artificial Intelligence

FT reports:

Google reported negative quarterly free cash flow of $5.9 billion after sharply increasing spending on AI infrastructure.

The company raised its 2026 capital expenditure forecast to $195–205 billion, while taking on more debt and issuing shares to fund data centres, chips and model development.

Despite investor concerns, cloud revenue rose 82% and search advertising grew 17%, lifting total revenue to $120 billion. Google says it remains confident in AI’s long-term potential and is prioritising development of Gemini 4.

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Amazon Investigated Over Chinese Influence by US Senate Panel, reports Bloomberg

General

Jul 23, 2026

A US Senate committee is investigating Amazon over allegations that it allowed Chinese influence within its online marketplace.

Republican staff on the Senate Small Business Committee said they had found compelling evidence of negligence, according to an email reviewed by Bloomberg.

However, the message did not specify what evidence had been uncovered or how Chinese influence may have affected Amazon’s platform.

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Amazon is bringing games to Prime Video, reports TechCrunch

General

Jul 23, 2026

Amazon has integrated its Luna cloud gaming service into Prime Video, launching a Games tab on Fire TVs in the US and UK.

Prime members can play titles including Hogwarts Legacy, EA Sports FC 26 and Amazon-developed games using a controller or phone.

The move aims to make Prime Video a broader entertainment hub and expand gaming beyond expensive consoles or PCs. Amazon plans to add games monthly and extend availability to more devices and countries.

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More Than Half of Independent Agency Owners Want to Sell, ADWEEK and Evros Group's 2026 M&A Report Finds

M&A

Jul 23, 2026

Agency Management

More than half of independent agency owners are considering selling their businesses, according to Evros Group’s 2026 M&A Sentiment Survey.

The research compared views from agency owners, holding companies, private-equity-backed buyers and financial investors in marketing services.

Its findings suggest the marketing and advertising deal market has stronger acquisition and investment appetite than it has shown for several years.

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Xbox Is Asking Customers to Volunteer to Test Ad-Supported Game Streaming, reports Variety

General

Jul 23, 2026

Gaming / Metaverse

Xbox is testing voluntary, ad-supported cloud gaming with members of its Xbox Insider feedback programme.

Players can watch two minutes of adverts before accessing one uninterrupted hour of cloud gaming, using selected owned or free-to-play titles without a Game Pass subscription.

The trial aims to make cloud gaming more affordable and accessible across PCs, TVs and handheld devices. Xbox says adverts will not interrupt gameplay and will be clearly labelled and tailored to local markets.

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Paramount+ is building out a free tier to lure cost-conscious viewers, reports Insider

General

Jul 23, 2026

Paramount+ plans to expand free access to selected films and shows for registered US users, beginning on mobile in the third quarter.

The “free front porch” aims to reduce barriers, attract new and returning subscribers, build viewing habits and generate marketing leads without harming paid sign-ups.

Free content could also increase advertising revenue as audiences increasingly favour no-cost streaming services. Paramount hopes the strategy will help it compete with YouTube, Netflix and other platforms amid declining viewing share for Paramount+ and Pluto TV.

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Amazon's Bezos pushes Prime Video redesign focused on AI, reports Reuters

General

Jul 23, 2026

Jeff Bezos has pushed Amazon to redesign Prime Video around artificial intelligence, making the service a showcase for the company’s substantial AI investments.

The Lighthouse project may introduce personalised recommendations, voice-based search and AI-generated content categories, potentially integrating Alexa across the platform.

Amazon is testing early versions, although greater personalisation could disrupt valuable paid home-screen placements. The overhaul aims to increase viewing time and strengthen Amazon’s AI reputation as Prime Video competes with YouTube, Netflix and Disney+.

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Comcast's Peacock records first ever profit on World Cup, Love Island USA boost, reports Reuters

General

Jul 23, 2026

Peacock reported its first quarterly profit, earning $189 million before tax as the World Cup and Love Island USA boosted subscriptions.

The service added two million paying customers, reaching 48 million, while revenue rose 54% to $1.9 billion. Live sports remain central to its growth strategy.

Comcast also benefited from strong film performance, although broadband customers declined and theme park earnings weakened. Overall revenue and adjusted profit still exceeded expectations.

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