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Ebiquity Transmit

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Ad Fraud

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The US Federal Communications Commission has repealed the rule limiting any company from reaching more than 39% of television households.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

Primary Source Earnings Report

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Expert Opinions

No items found.

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.

Primary Source Earnings Report

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Expert Opinions

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WPP CEO Cindy Rose says outcome-based pay is still years away, reports Digiday

General

Aug 6, 2026

Agency Management

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.

Primary Source Earnings Report

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Expert Opinions

No items found.

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.

Primary Source Earnings Report

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Expert Opinions

No items found.

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.

Primary Source Earnings Report

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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.

Primary Source Earnings Report

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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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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Expert Opinions

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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.

Primary Source Earnings Report

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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.

Primary Source Earnings Report

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Expert Opinions

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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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Expert Opinions

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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.

Primary Source Earnings Report

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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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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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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Expert Opinions

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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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Expert Opinions

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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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Expert Opinions

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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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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

No items found.

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.

Primary Source Earnings Report

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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

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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.

Primary Source Earnings Report

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Expert Opinions

No items found.

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.

Primary Source Earnings Report

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Expert Opinions

No items found.

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.

Primary Source Earnings Report

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Expert Opinions

No items found.

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.

Primary Source Earnings Report

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Expert Opinions

No items found.

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.

Primary Source Earnings Report

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Expert Opinions

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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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Expert Opinions

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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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Google hit with $1 billion EU fine, in constructive talks to avoid more penalties, reports Reuters

General

Jul 23, 2026

Google has been fined €890 million for breaching the EU’s Digital Markets Act, including favouring its own services in search and restricting app developers from promoting cheaper alternatives.

The company has 60 days to comply and may challenge the decisions, arguing the required changes could weaken products and consumer protections.

Further penalties appear unlikely because regulators praised Google’s progress in testing search and Play Store changes. The Commission will also consider applying the ruling to AI Overviews and AI Mode.

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As athletes embrace owned media properties, they’re pushing for more involved brand deals, reports Digiday

General

Jul 23, 2026

Sports Marketing

Athletes are increasingly seeking greater control over commercial partnerships, including longer contracts, creative influence, veto rights and equity stakes.

Their growing creator platforms and understanding of personal intellectual property strengthen their negotiating power, while groups such as the NBPA are helping players secure direct brand relationships.

Brands may benefit by replacing short-term endorsements with flexible, authentic partnerships woven into athletes’ wider stories. These longer-term collaborations can deliver stronger engagement than transactional campaigns or higher fees alone.

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Paramount Wins EU Approval for $81 Billion Warner Bros. Deal, reports WSJ

M&A

Jul 22, 2026

The European Union has conditionally approved Paramount’s $81 billion acquisition of Warner Bros. Discovery following concessions addressing film distribution concerns.

Paramount will exit its European distribution joint venture with Universal and avoid new co-distribution agreements with NBCUniversal for ten years.

The deal still faces UK scrutiny and a US antitrust lawsuit, with a temporary court order currently preventing completion. The combined company would unite major studios, streaming services and television networks.

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Amazon Cuts Jobs in Artificial General Intelligence Unit, reports WSJ

General

Jul 22, 2026

Amazon has cut unspecified roles within parts of its artificial general intelligence organisation as it refocuses on priority initiatives.

The company continues investing heavily in AI, including Nova foundation models, AWS services and features across retail and devices.

The move follows broader layoffs affecting about 16,000 employees in January. Affected US staff will receive 90 days of pay and benefits, career support, transitional healthcare and possible severance.

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The upfront market is nearly done, as sports acts as both negotiation driver and obstacle, reports Digiday

General

Jul 22, 2026

Sports Marketing

The upfront market is nearing completion, with agencies having committed about 75–80% of spending to major media and streaming companies.

Overall commitments are slightly lower, but sellers offering premium sports, strong digital products and advanced advertising technology gained share. Sports remained the main growth driver, although high prices slowed negotiations.

Stable pricing and abundant inventory made the market more focused on volume and flexibility. Buyers favoured partners offering better data integration, reduced fees and adaptable packages, while smaller cable networks continued competing for remaining budgets.

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Omnicom Media Retains Uber’s $800M Account and Expands Brazil Remit, reports AdWeek

General

Jul 21, 2026

Uber has retained Omnicom Media as its agency of record across most major markets, with PHD leading planning and buying.

The renewed agreement expands Omnicom’s role in Brazil and sports marketing, while WPP continues handling Asia-Pacific.

Uber’s global media spend has risen to an estimated $879 million as it expands beyond ridesharing. The company also operates a $2 billion advertising business and recently acquired Delivery Hero.

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Apple’s continued interest in ads, reports Digiday

General

Jul 21, 2026

Apple has published advertising policies for Maps, signalling that commercial rollout may begin later this summer.

Unlike Google, Apple will exclude local service providers such as plumbers and locksmiths, focusing instead on physical destinations users can visit. Other sensitive categories face bans or strict review.

The approach reflects Apple’s preference for a curated, brand-safe advertising environment. While this limits opportunities for some performance marketers, retailers with physical locations may benefit from lower competition and tighter quality controls.

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OpenAI faces stark doubts about ChatGPT ads. It's beginning the long fight to prove them wrong, reports Insider

General

Jul 21, 2026

Artificial Intelligence

OpenAI is expanding advertising in ChatGPT, but its platform remains basic compared with Google and Meta, offering fewer targeting, measurement and testing tools.

Advertisers see potential in ChatGPT’s billion-user audience and conversational ad format, though early campaigns have delivered mixed results and limited data. OpenAI is adding features rapidly while restricting ad volume to protect user experience.

Analysts doubt its ambitious revenue forecasts, arguing they would require huge user growth, aggressive pricing and far more advertising. Still, some advertisers report promising results in relevant conversational contexts.

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OpenAI’s Altman to Brief US Officials on Next Wave of AI Models, reports Bloomberg

General

Jul 21, 2026

Artificial Intelligence

OpenAI chief executive Sam Altman will brief the Trump administration and US lawmakers next week on the company’s next generation of AI models.

The meetings will cover the capabilities of the new model family and its potential impact on work.

The visit comes as US officials develop a framework for safety reviews of advanced AI systems, expected to be completed within weeks.

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Meta adds Xbox Game Pass starter to Horizon+ subscription, reports Reuters

General

Jul 21, 2026

Gaming / Metaverse

Meta is adding Xbox Game Pass Starter to its Horizon+ subscription, expanding gaming options on Quest virtual reality headsets.

Subscribers will gain access to more than 50 Xbox titles alongside over 100 existing VR games, plus ten hours of cloud gaming each month.

Featured games include Fallout 4, Grounded and Overcooked 2. Meta will also introduce a gamepad emulator allowing Quest Touch controllers to function like Xbox controllers.

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TikTok US chief security officer to testify before US House on September 15, reports Reuters

General

Jul 21, 2026

TikTok U.S. chief security officer Will Farrell will testify before a House committee on 15 September about data privacy, cybersecurity and potential Chinese influence.

It will be the first public House testimony by a TikTok U.S. executive since ByteDance separated the American business into a US-controlled joint venture.

Lawmakers are expected to scrutinise ByteDance’s remaining 19.9% stake, details of the deal, national security safeguards and President Donald Trump’s role in brokering the split.

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Ad industry chases AI value as usage outpaces proof, reports Digiday

General

Jul 21, 2026

Artificial Intelligence

Marketers are beginning to confront the rising costs of using AI tools as experimentation becomes embedded in everyday business operations.

Dollar Shave Club executive Laura Higgins quickly adopted a triage system, using cheaper models for simple tasks and reserving advanced tools for work requiring greater capability.

Agencies are applying similar controls at scale. PMG introduced a daily $50 token limit per employee after testing showed that unrestricted use across models such as ChatGPT and Claude caused costs to accumulate rapidly.

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Snap Nears Settlement of Addiction Case Ahead of Jury Trial, reports Bloomberg

General

Jul 20, 2026

Responsible Media

Snap has reached a tentative settlement in a case alleging major social media platforms are addictive and harmful to minors.

Terms were not disclosed. YouTube and TikTok had already settled with the plaintiff, leaving Meta as the only company facing trial next week in Los Angeles.

The platforms face more than 3,000 similar complaints. In February, a California jury found Meta and Google liable for contributing to a young woman’s mental-health problems and awarded $6 million in damages.

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Meta faces Tennessee trial over allegations Instagram was designed to be addictive, reports Reuters

General

Jul 20, 2026

Responsible Media

Meta faces a Tennessee trial alleging Instagram was deliberately designed to encourage compulsive teenage use and contributed to a youth mental-health crisis.

The state claims Meta concealed internal evidence of harm and seeks penalties and changes to features including Reels, autoplay and notifications. Meta denies wrongdoing and cites existing safeguards.

The seven-week case is among thousands of lawsuits over social media’s effects on children. Similar trials are approaching, while a New Mexico jury recently awarded $375 million against Meta.

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France Passes Bill to Ban Social Media for Children Under 15, reports Bloomberg

General

Jul 20, 2026

Advertising To Children

France has passed legislation restricting social media use for children under 15.

Approval by both the National Assembly and Senate clears the way for possible implementation when schools reopen.

The move makes France the first major European country to adopt such restrictions and could increase tensions with US technology companies and President Donald Trump.

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YouTube clarifies policies around AI slop and upsetting videos, reports TechCrunch

General

Jul 20, 2026

Artificial Intelligence

YouTube has clarified its monetisation rules to further restrict low-quality, mass-produced and repetitive content, including material created using AI.

Inauthentic content now covers generic or template-based videos, distressing or manipulative material, and AI personas discussing sensitive subjects such as health, finance and legal issues.

Channels containing too much of this material may lose access to the YouTube Partner Programme. YouTube says AI-assisted creativity remains welcome, but content farming and unoriginal videos will not be rewarded.

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Fox’s Red Seat Ventures, Amazon Strike Programmatic Advertising Partnership, reports Variety

General

Jul 20, 2026

Fox’s Red Seat Ventures has partnered with Amazon to offer its podcast advertising inventory through Amazon’s demand-side platform.

Advertisers can programmatically access audio and video inventory from more than 40 creators, including Megyn Kelly, Tucker Carlson and Bill O’Reilly.

The deal follows similar Amazon partnerships with Disney, Roku and Netflix. It aims to make creator-led media more measurable and addressable while giving marketers broader reach, improved targeting and better control over advertising frequency.

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Paramount and Warner Bros. merger hit with temporary restraining order, reports CNBC

M&A

Jul 20, 2026

A US judge has temporarily paused Paramount Skydance’s proposed $110 billion acquisition of Warner Bros. Discovery for 14 days.

State attorneys general argue the merger could reduce competition across film, television and streaming, raising prices and limiting content. The judge cited evidence of substantial theatrical market share.

Paramount says the deal is lawful and pro-competitive and still aims to close by September. Further delays could trigger quarterly fees of about $650 million, while regulatory failure could result in a $7 billion breakup payment.

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Apple targets dozens of OpenAI employees with legal letters, reports FT

General

Jul 17, 2026

Apple has sent legal warnings to about 40 former employees now working at OpenAI, demanding they preserve documents and meet its lawyers.

The action expands Apple’s lawsuit alleging OpenAI and two employees stole confidential hardware plans, potentially compromising its planned AI device business. OpenAI denies having evidence of wrongdoing.

The dispute marks a sharp breakdown between the companies as OpenAI develops consumer hardware with former Apple design chief Jony Ive. The legal battle could complicate OpenAI’s device launch and anticipated public offering.

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Netflix Earnings For Q2 2026 Show +13.4% YoY Revenue Growth, Net Income Up By +8.8% YoY

+ 13% YoY Opinions

Earnings

Jul 16, 2026

Reuters reports:

Netflix forecast third-quarter revenue and earnings slightly below Wall Street expectations, sending its shares down 8.6% in after-hours trading.

As subscriber growth matures, the company is pursuing advertising, live events and gaming. It expects advertising revenue to reach $3 billion this year, while viewing hours rose 2% in the first half.

Netflix will publish viewing-hours reports annually rather than twice yearly from 2027, focusing instead on revenue and operating profit. It said financial performance remains solid despite intensifying competition and investor concerns over future growth.

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Google Gemini Launch Delayed as Tech Falls Short of Internal Goals, reports Bloomberg

General

Jul 16, 2026

Artificial Intelligence

Google’s release of Gemini 3.5 Pro is reportedly months behind schedule as the company works to improve the model, particularly its coding capabilities.

The delay has frustrated engineers, researchers and managers concerned that Google could lose ground to rivals Anthropic and OpenAI, whose latest models may outperform Gemini.

Employees say Google’s complex approval structure and efforts to integrate AI across products including Search, Maps and YouTube are contributing to slower development and release cycles.

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Google AI Mode adds Instacart, Canva and YouTube Music integrations, reports Search Engine Land

General

Jul 16, 2026

Artificial Intelligence

Google is rolling out connected app integrations in AI Mode for US Search users, linking AI responses directly to external services.

Initial partners include Instacart, Canva and YouTube Music, enabling users to buy ingredients, explore design templates or create playlists from within Search.

The feature reduces steps between planning and completing tasks, but could affect the traffic, visibility and control brands receive after searches. Google plans to add more app integrations.

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X cracks down on creators who steal content, reports TechCrunch

General

Jul 16, 2026

Influencer Marketing

X is tightening rules against creators who steal content, manipulate engagement or abuse its revenue-sharing programme.

Its latest Grok AI model detects duplicated posts three times more effectively, including edited videos and copied text. Monetised impressions will be redirected to original creators, with more than $1 million in payouts reassigned.

Repeated attempts to evade detection or solicit follows and replies will lead to removal from the creator programme and possible account suspension. X says it recently identified 1.5 million stolen posts.

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Meta Oversight Board finds top AI models less likely to criticize repressive regimes, reports Reuters

General

Jul 16, 2026

Responsible Media

Meta’s Oversight Board found leading AI models were less willing to criticise governments that restrict free speech.

Across ten models and jurisdictions, 34% of requests concerning restrictive countries such as China and Saudi Arabia were refused, compared with 14% for more permissive regions.

The study warned that political bias can enter widely used AI services, sometimes through inconsistent or apparently invented rules. It urged companies to conduct human rights assessments and improve transparency around model training and evaluation.

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No liability exemption for Google in Italian YouTube spat, EU court says, reports Reuters

General

Jul 16, 2026

Europe’s highest court has ruled that Google may be liable for YouTube videos uploaded by creators with whom it has commercial partnerships.

The case followed a €750,000 Italian fine over gambling adverts posted by a partnered creator. Google argued that EU rules protected it from responsibility for third-party content.

Judges said liability exemptions apply only when platforms act passively and without knowledge or control. Reviewing a channel before entering a commercial agreement may remove that protection. An Italian court will now decide the case.

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UK regulator to probe TikTok on child safety measures, reports Reuters

General

Jul 16, 2026

Responsible Media

Ofcom has launched an investigation into whether TikTok is adequately protecting children in the UK from harmful online content.

The regulator will examine TikTok’s age-assurance measures and systems for preventing minors from accessing unsuitable material. It previously criticised the platform’s child-safety plans.

Ofcom stressed that no breach has yet been established. TikTok denies wrongdoing, saying it uses strict rules and advanced age-detection technology and is confident it complies with the Online Safety Act.

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Google required to open up to AI, search engine rivals under EU-mandated changes, reports Reuters

General

Jul 16, 2026

Google must give AI and search rivals access to key services under the EU’s Digital Markets Act, despite warning that the changes could weaken privacy and security.

From July 2027, approved AI assistants will access 11 Android features, enabling functions such as voice activation, taxi bookings and location searches comparable to Gemini.

From January 2027, Google must also share anonymised search optimisation data with rivals including OpenAI, under a regulated pricing system. The EU says the measures will increase competition and consumer choice while retaining security safeguards.

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Roku ads explore Roku City, imagining life inside the famous screensaver, reports AdAge

General

Jul 16, 2026

Roku has launched its first brand campaign since 2021, turning the familiar Roku City screensaver into a series of story-driven films and interactive experiences.

Created with agency Preacher, the campaign explores genre-inspired locations including pirate, crime and fantasy settings while retaining the city’s recognisable visual identity.

Users can also access a temporary home screen takeover, virtual tour bus and interactive map. The campaign builds on years of fan curiosity and social media speculation surrounding Roku City.

Primary Source Earnings Report

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