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Paramount Wins European Rights to Soccer’s Champions League in $11.5 Billion Auction, reports WSJ

General

Nov 21, 2025

Sports Marketing

UEFA’s latest auction for Champions League rights raised €10 billion across the U.K., Germany, France, Italy and Spain for 2027–31. Paramount won most rights in the U.K. and Germany, joining Amazon, Sky, Canal+ and Telefónica as preferred bidders.

The joint venture UC3 will receive €2.5 billion a season, up from €2 billion previously, as big tech and traditional broadcasters intensify competition for premium live sport.

Prime Video secured one match a week in the U.K., Germany and Italy, while Sky, Canal+ and Telefónica retained comprehensive packages in their respective markets.

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Google aims to dodge breakup of ad business as antitrust trial wraps, reports Reuters

General

Nov 21, 2025

Google is making a final appeal to prevent the breakup of its ad tech business as the U.S. Department of Justice pushes for a divestiture of AdX to restore competition.

Judge Leonie Brinkema has already ruled that Google holds illegal monopolies in ad tech, and prosecutors argue that only a forced sale can stop the company from undermining rivals.

Google warns a breakup would be technically difficult and harmful for customers, and plans to appeal. The case closes amid wider U.S. antitrust actions targeting Meta, Amazon and Apple.

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Italy closes Google probe over unfair use of personal data after remedies adopted, reports Reuters

General

Nov 21, 2025

Italy’s competition authority has closed its investigation into Google after the company agreed to modify how it seeks user consent for personal data use.

Google will now provide clearer, more accurate information about how data is combined and used across its services.

The probe, opened in July 2024, had alleged Google’s consent request was misleading and aggressive, but the regulator said the adopted remedies address its concerns.

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Henkel consolidates $825m European media account into WPP Media, reports Campaign

General

Nov 20, 2025

Henkel has consolidated its €825m European media account into WPP Media after a competitive review. WPP, which already handled 17 markets, has gained 13 more, including Italy, Spain and the Nordics, after pitches against Omnicom and IPG’s UM.

The review focused on AI-driven, modern media capabilities, with Henkel citing strong results delivered through WPP’s Open Media Studio across 900 recent campaigns.

WPP Media will now lead digital media activation across 30 markets from Düsseldorf and London, with WPP executives highlighting the partnership as a major validation of their AI-enabled, audience-led approach.

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Google Ads adds account-level political content setting, reports Search Engine Land

General

Nov 20, 2025

Google Ads now allows advertisers to set a default political-content declaration at the account level, simplifying compliance with tightening transparency rules. The update follows the introduction of campaign-level controls earlier this year and helps reduce manual adjustments.

Advertisers can now specify whether they intend to run political ads in the EU, with the chosen setting automatically applying to all future campaigns. This lowers the risk of errors and inconsistent disclosures.

The change arrives amid increasing regulatory scrutiny, offering advertisers greater operational ease while giving Google clearer, more reliable political-ad declarations across accounts.

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Paramount, Comcast and Netflix Submit Bids for Warner Bros. Discovery, reports WSJ

M&A

Nov 20, 2025

Paramount, Comcast and Netflix have submitted nonbinding bids for Warner Bros. Discovery as the company seeks to conclude the process by year-end.

Warner Discovery is also preparing to split into two entities: one for studios and streaming, and another for cable networks. Paramount is the only bidder seeking the entire business, while Comcast and Netflix are targeting the studios, HBO and HBO Max.

Regulatory scrutiny is likely, especially over Netflix owning HBO Max or major studio consolidation. Paramount’s expected offer is largely cash and similar to its previous $23.50-per-share bid, though earlier attempts were rejected.

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EU is in touch with X regarding hate speech content on Grok, reports Reuters

General

Nov 20, 2025

The EU has contacted X over hate-speech generated by its Grok chatbot, saying the content is “appalling” and violates European human rights values.

X is reminded that it must address risks linked to Grok’s outputs under EU rules.

The warning follows incidents in July when Grok produced antisemitic tropes and praise for Hitler, prompting user complaints and intervention from the Anti-Defamation League.

xAI said at the time it was working to block such content before publication.

X has not responded to the EU’s latest concerns, and regulators expect concrete action to prevent further harmful outputs.

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Zuckerberg, Meta directors agree to $190 million settlement of shareholder privacy case, reports Reuters

General

Nov 20, 2025

Meta leaders, including Mark Zuckerberg, will pay $190 million to settle shareholder claims that they harmed the company by failing to prevent major privacy violations.

Shareholders alleged that inadequate oversight enabled Facebook user data to be improperly accessed, leading to billions in fines after scandals such as Cambridge Analytica.

The settlement ends a rare derivative case that had reached trial, avoiding testimony from high-profile Meta figures and underscoring that directors must meet strict compliance obligations.

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Marketers move to bring transparency to creator and influencer fees, reports Digiday

General

Nov 20, 2025

Influencer Marketing

Marketers are increasingly questioning how much of their spend actually reaches creators, as influencer deals now pass through numerous intermediaries, from agencies to tech vendors, each taking a cut.

The IAB is mapping this growing supply chain to expose inefficiencies, increase transparency and develop standardised measurement guidelines that could act as a clearer currency for creator deals.

This scrutiny reflects rising investment in the creator economy, set to reach $37 billion next year, with marketers seeking clarity on fees, fair pricing and whether intermediaries add value or complicate outcomes.

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Media Buyers Are Being Pushed to Switch to The Trade Desk’s Kokai, and Hitting Glitches on the Way, reports AdWeek

General

Nov 20, 2025

Artificial Intelligence

Some advertisers say The Trade Desk has begun “forcing” them to use its Kokai platform, as they can no longer create new campaigns in the older Solimar interface.

Buyers report they can still manage existing Solimar campaigns but must use Kokai to set up and launch new ones, contradicting earlier assurances of indefinite Solimar access.

The change follows a year of frustration with Kokai’s design, which prompted a redesign in September, leaving some agencies feeling sidelined and pressured into adopting the updated system.

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Backlash grows against AI slop, but marketers remain unfazed, reports Digiday

General

Nov 20, 2025

Artificial Intelligence

Marketers remain largely unconcerned about the rise of low-quality AI-generated “slop,” seeing speed and scale as outweighing risks around misinformation, copyright and platform saturation. Many argue that only laziness, not AI itself, threatens engagement and trust.

Some platforms, such as Pinterest, have added tools to curb unwanted AI content, yet brands still view authenticity as the key differentiator. Marketers expect consumers to tire of generic AI quickly and continue to value higher-quality, more creative output.

Research shows Gen Z favours human-made content, prompting marketers to bet on creators whose authenticity and originality can cut through the growing volume of AI slop.

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Millions of Gen Zers are watching Hitler and Holocaust denial clips on Instagram, right next to JPMorgan and U.S. Army ads, reports Fortune

General

Nov 20, 2025

Instagram is increasingly surfacing anti-Semitic and extremist memes, with millions of views and major brand ads appearing alongside them. Meta’s loosened moderation and engagement-driven algorithm have enabled hate content to spread widely, despite clear violations of its own policies.

Creators openly produce Holocaust-denial and racist reels for profit, boosted by clip-farm networks and AI tools. Many say reach surged after Meta reduced fact-checking and enforcement. The content now forms a lucrative ecosystem masked as humour or aesthetic culture.

These narratives are reaching teenagers and influencing real-world harm, as extremist symbols in recent violent attacks echo Instagram meme culture.

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Spanish court orders Meta to pay $550 million to digital media companies, reports Reuters

General

Nov 20, 2025

Spain’s Commercial Court has ordered Meta to pay €479 million to 87 digital publishers for unfair competition. The ruling found Meta gained an unlawful advantage in Spain’s ad market by processing user data for behavioural advertising without valid consent.

The case centred on Meta’s shift in 2018 from consent to “contractual necessity” as the legal basis for data processing under GDPR, a basis regulators later rejected. The judge treated Meta’s estimated €5.3 billion advertising profit during that period as fully non-compliant.

The decision, open to appeal, adds to Meta’s growing regulatory troubles in Europe, including previous fines and a new Spanish parliamentary investigation.

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Major League Baseball Signs New Rights Deals With ESPN, NBCU and Netflix, reports WSJ

General

Nov 19, 2025

Sports Marketing

Major League Baseball has agreed new three-year media-rights deals with ESPN, NBCUniversal and Netflix. ESPN will pay about $550 million annually for national games, MLB.TV distribution rights and select in-market coverage.

NBCUniversal will spend roughly $200 million a year for Sunday Night Baseball and all Wild Card series, with some games airing on Peacock and NBCSN.

Netflix will pay around $50 million a year for the opening night game, the Home Run Derby and the “MLB at Field of Dreams” event.

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Paramount Spoke to Middle-East Funds About Investing in Warner Deal, reports WSJ

M&A

Nov 19, 2025

Investment Rounds

Paramount has held early talks with Middle Eastern sovereign-wealth funds, including Saudi Arabia’s Public Investment Fund, about potentially investing in a future merger with Warner Bros. Discovery, according to sources close to the discussions.

The funds are unlikely to appear in Paramount’s nonbinding proposal, expected this week, which will mirror its previous $23.50-per-share offer for Warner Discovery. Any Gulf investment would only be considered after a deal closes.

Paramount, backed by the Ellison family and RedBird Capital, plans to bid for all of Warner Discovery. Comcast and Netflix are also exploring bids, with Warner Discovery aiming to conclude the auction by year-end.

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ISBA: Advertisers’ media budgets shift toward brand building, reports The Media Leader

General

Nov 19, 2025

UK marketers expect confident media budget growth in 2026, with 65% planning increases and a stronger shift back to brand investment after years of performance-led focus. Many cite the need to rebalance budgets, with 37% intending to boost brand spend compared with 14% increasing performance.

Growth is anticipated in connected TV, digital video, influencers, retail media, paid social, gaming, OOH, radio and paid search. Linear TV, print and digital display are expected to decline.

Marketers are also reconsidering agency remuneration, with 23% in the UK planning to adopt outcomes-based pricing to support accountability and long-term growth.

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Target to bring shopping to ChatGPT in OpenAI partnership, reports Axios

General

Nov 19, 2025

Target will let shoppers browse and buy products directly through ChatGPT, making it one of the first major retailers to turn the AI chatbot into a shopping platform. The new Target app launches in beta next week, allowing users to build baskets, purchase multiple items at once and choose pickup, drive-up or delivery.

Shoppers will be able to buy fresh food, receive curated suggestions and get personalised recommendations. The move follows Walmart’s recent OpenAI partnership, highlighting how quickly major retailers are adopting AI-driven commerce.

Target said the collaboration helps it stay ahead of changing consumer behaviour, as it already uses AI across demand forecasting, employee support and supply chain operations.

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Elon Musk’s xAI Is in Advanced Talks to Raise $15 Billion, Lifting Valuation, reports WSJ

General

Nov 19, 2025

Investment Rounds

xAI is in advanced talks to raise $15 billion in equity at a valuation of around $230 billion. The prospective valuation, shared with investors by Jared Birchall, would mark a major jump from the $113 billion disclosed after xAI acquired X in March. Musk disputed an early media report on the plans, but the company is fundraising as it rapidly scales AI infrastructure and continues heavy cash burn.

xAI previously raised $10 billion in June, including $2 billion from SpaceX, to build its Colossus data centre. Musk has floated the idea of Tesla investing in xAI, though Tesla’s board has not endorsed the move.

The startup is competing with OpenAI as it expands its Grok chatbot, but recent departures of senior executives from both X and xAI highlight internal challenges.

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EU Proposes Streamlined Digital Rules to Boost Competitiveness, reports Bloomberg

General

Nov 19, 2025

Artificial Intelligence

Policymakers in the European Union are proposing to scale back and simplify digital regulation to boost competitiveness in artificial intelligence. The plan includes delaying rules on high-risk AI systems, easing data protection rules for AI training and streamlining cybersecurity reporting.

The proposal follows pressure from European and US tech companies and warnings that overly complex rules risk pushing Europe further behind the US and China. Officials argue that reducing red tape will create more room for innovation and support local tech firms.

The package still requires approval from EU governments and lawmakers, and comes amid growing political support for deregulation across the bloc.

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EU court dismisses Amazon's request to scrap EU tech label, reports Reuters

General

Nov 19, 2025

Responsible Media

The EU’s General Court rejected Amazon’s attempt to overturn its designation as a Very Large Online Platform under the Digital Services Act. The court ruled that marketplaces with over 45 million users can pose societal risks, including illegal content and consumer protection breaches.

Amazon said it will appeal, arguing it does not disseminate information or opinions and should not face stricter obligations designed for ad-funded platforms.

The court maintained that the additional requirements are justified to prevent systemic risks, even if they impose significant financial burdens, and dismissed all of Amazon’s remaining arguments.

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Meta Warns of Compliance Errors as Australian Under-16 Ban Nears, reports Bloomberg

General

Nov 19, 2025

Advertising To Children

Meta is preparing to comply with Australia’s new ban on social media accounts for under-16s, starting 10 December. The company will begin notifying and removing underage users from 4 December but warns its age-detection systems have a significant margin of error.

Meta argues parents should control app access instead of imposing a blanket ban, reflecting broader industry concerns about the feasibility and effectiveness of the law. Other platforms, including TikTok and Snap, have also questioned its practicality.

Meta will use age-verification tools such as government ID checks and video selfies via Yoti. Users mistakenly removed will need to verify their age to regain access.

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Spain to investigate Meta for alleged Android privacy breaches, reports Reuters

General

Nov 19, 2025

Spain will investigate Meta over potential privacy breaches after research suggested it used hidden tools to track Android users’ web activity. The government warned that Spanish and EU laws outweigh any platform’s algorithms and said Meta may have violated GDPR, the ePrivacy Directive, the DMA and the DSA.

Meta said it takes privacy seriously and will work with authorities. The company will be asked to testify before parliament as tensions with the US grow amid wider regulatory disputes.

The probe adds to Meta’s ongoing clashes with EU regulators, including major fines and accusations of failing to meet data access and advertising transparency obligations.

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Google is fighting the defamation battle Meta caved on, reports The Verge

General

Nov 18, 2025

Google has moved to dismiss a defamation lawsuit from activist Robby Starbuck, who alleges Google’s AI falsely linked him to sexual assault allegations and a white nationalist. Starbuck, seeking $15 million, previously sued Meta over similar issues before settling and becoming an adviser there.

Google argues the claims stem from Starbuck’s misuse of developer tools to provoke hallucinations, noting he hasn’t specified prompts or shown anyone was actually misled.

While Meta opted to settle its case, Google is currently choosing to contest the allegations in court.

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EU’s Ribera Weighs Serious Google Offer in Ad Tech Probe, reports Bloomberg

General

Nov 18, 2025

Google’s revised proposals to address EU antitrust concerns are being reviewed, after regulators fined the company nearly €3 billion for favouring its own ad tech services.

Competition chief Teresa Ribera said Google’s latest offer appears “more serious,” though it still falls short of previously favoured divestment options. She stressed that selling part of Google’s ad tech business was never the only remedy under consideration.

Google’s plan includes allowing publishers to set different minimum prices in Ad Manager and improving interoperability across its ad tech tools to increase choice for advertisers and publishers.

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Meta Wins FTC Antitrust Trial Over Instagram, Whatsapp Deals, reports Bloomberg

General

Nov 18, 2025

Meta has won a major antitrust case after a US federal judge ruled that its acquisitions of Instagram and WhatsApp do not violate competition law. The judge said the Federal Trade Commission failed to prove the deals enabled Meta to monopolise social networking.

The ruling represents a significant defeat for the US government’s efforts to challenge Big Tech’s market power.

The case was originally filed in 2020 during Donald Trump’s first administration, marking one of the highest-profile antitrust actions brought against a major technology company.

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Meta’s Chief Revenue Officer Exits in Broad Leadership Reshuffle, reports Bloomberg

General

Nov 18, 2025

Leadership Transitions

Meta’s chief revenue officer John Hegeman is leaving to start his own company, while Clara Shih, head of Business AI, is also departing for personal reasons. Their exits come as Meta faces pressure to justify rising AI investments despite strong ad revenue.

Andrew Bocking will assume Hegeman’s responsibilities across advertising and business messaging, while Naomi Gleit will take over Shih’s Business AI group and new monetisation products.

Guy Rosen will shift from leading “integrity” efforts to focusing on embedding AI across Meta’s operations, passing core integrity responsibilities to deputy Nima Khajehnouri as Meta adapts to investor scrutiny and political shifts.

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Google launches Gemini 3, embeds AI model into search immediately, reports Reuters

General

Nov 18, 2025

Artificial Intelligence

Google has launched Gemini 3, its most advanced AI model, and integrated it into major products — including Search — from day one to accelerate commercial impact. The model leads key performance benchmarks and is central to Google’s premium AI Mode for complex, generative search queries.

Gemini 3 enables new consumer tools such as Gemini Agent, which can handle multi-step tasks like booking travel or organising email, and a redesigned Gemini app that delivers richer, website-style responses.

For enterprise users, Google previewed Antigravity, a development platform where AI agents can independently plan and execute coding tasks.

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Omnicom Allegedly Pivoted A Chunk Of Its Q3 Spend From The Trade Desk To Amazon, reports AdExchanger

General

Nov 18, 2025

Amazon is increasingly challenging The Trade Desk in the DSP market, with reports suggesting Omnicom may have shifted a significant share of Q3 programmatic spend towards Amazon DSP. While all parties deny or avoid confirming any change, the claims highlight intensifying competition driven by Amazon’s lower fees and growing capabilities.

The Trade Desk is defending its position by expanding closer to the sell side through tools like OpenAds and OpenPath, though visibility issues make spend shifts harder to track.

Omnicom’s close ties to Amazon and wider industry rumours suggest further movement may follow, raising questions about The Trade Desk’s long-term share.

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Paramount Skydance’s remarks show principal-based media unease isn’t going anywhere, reports Digiday

General

Nov 18, 2025

Agency Management

Publicis and IPG were pulled into controversy after remarks from Paramount suggested the groups both buy and resell its media, prompting swift clarification that only savings guarantees were involved. The episode highlights the growing tension around principal-based buying, where agencies purchase media as owners and resell it to clients, creating opacity and potential conflicts of interest.

The model has expanded as advertisers seek lower costs and guaranteed access, while agencies chase margins amid tightening fees. Despite added safeguards, risks persist, including inflated prices, reduced transparency and weakened advisory roles.

With principal deals shaping major reviews and legal scrutiny rising, trust remains the industry’s pressure point.

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Europe Begins Rethinking Its Crackdown on Big Tech, reports NYT

General

Nov 17, 2025

Artificial Intelligence

Policymakers in Brussels are preparing to scale back elements of the EU’s landmark tech regulations, arguing that strict rules on AI and data privacy are hindering competitiveness. Draft proposals include easing GDPR restrictions on data use, redefining personal data and delaying key parts of the AI Act until at least 2027.

The shift reflects growing concern that Europe is falling behind the US and China in digital innovation. Critics warn it risks weakening vital consumer protections and primarily benefiting Big Tech companies.

The EU insists the changes are targeted simplifications, while continuing major investigations into Apple, Google and X.

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TikTok dangles cash, credits and fully-funded deals to supercharge U.S. Shop spending, reports Digiday

General

Nov 17, 2025

TikTok is heavily incentivising its TikTok Shop Partners with cash bonuses and ad credits to drive Q4 sales, including daily GMV rewards, creator incubation payments and Black Friday/Cyber Monday challenges. The platform is also covering coupon and discount costs to spur participation.

TikTok Shop has rapidly grown in the US, generating $2.5 billion in GMV over the past year and achieving major success during BFCM, with over 100 million sales and strong support for small businesses.

The push comes as TikTok seeks to maximise revenues ahead of a potential US deal, strengthen advertiser adoption and meet global social media ad spend forecasts.

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Agencies are racing to offer zero-click analysis tools, but monetizing them isn’t easy, reports Digiday

General

Nov 17, 2025

Artificial Intelligence

Digitas UK has launched Model Sight, a tool that analyses how large language models represent brands in zero-click search results. It joins a crowded field of similar tools from Jellyfish, WPP, SEO firms and AI startups as marketers seek visibility into AI-driven search.

However, monetising these tools remains difficult. Some brands trial them but abandon them when they realise improvements still rely on traditional brand awareness and earned media work. The closure of Lorelight, a low-cost monitoring tool, illustrates the challenge.

Firms such as Jellyfish and Profound are adding specialised features to increase value, while Digitas may refine its pricing as the market evolves.

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Amazon Seeks $12 Billion From First US Bond Sale Since 2022, reports Bloomberg

General

Nov 17, 2025

Amazon plans to raise about $12 billion through its first US-dollar bond sale since 2022, joining a surge of tech giants issuing debt to fund artificial intelligence investments.

The proceeds may go towards acquisitions, capital spending and share buybacks, as Amazon expands data centres, chips and cloud capabilities. Analysts expect its capital expenditure to exceed $147 billion next year.

The move follows major bond offerings by Alphabet, Meta and Oracle, contributing to record global issuance. Amazon will issue investment-grade notes across multiple tranches as it incorporates more debt to increase financial flexibility amid rapidly rising AI infrastructure demands.

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Apple intensifies succession planning for CEO Tim Cook, reports FT

General

Nov 15, 2025

Leadership Transitions

Apple is accelerating its succession planning as Tim Cook prepares to step down as chief executive, potentially as early as next year. Senior executives and the board have intensified discussions, with hardware chief John Ternus seen as the leading internal candidate, though no final decision has been made.

The transition is said to be long-planned and unrelated to Apple’s strong current performance, with any announcement expected after January’s earnings.

Cook, who became CEO in 2011, has overseen Apple’s rise to a $4tn valuation. Recent senior departures have increased attention on leadership changes as Apple seeks to advance in new product areas and AI.

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YouTube and Disney Reach Deal to End Carriage Dispute, reports AdWeek

General

Nov 15, 2025

YouTube and Disney have reached an agreement to restore Disney-owned channels, ending a two-week blackout on YouTube TV. Subscribers will regain access to ABC, ESPN, FX and previous recordings as service resumes.

Disney had been losing an estimated $4 million per day during the dispute, though executives had signalled readiness for a prolonged standoff.

Ultimately, both sides opted to settle, bringing the disruption to a close and restoring stability for YouTube TV’s 10 million subscribers.

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Havas Reportedly Exploring a Deal with WPP, reports AdWeek

General

Nov 15, 2025

Havas is in early, “very serious” talks about taking a minority stake in WPP, amid interest from private equity firms Apollo and KKR. The move comes as investors increasingly circle WPP, whose value has fallen sharply in recent years.

A stake would strengthen Havas’ position as Omnicom’s takeover of IPG reshapes the industry, offering both companies a stronger challenge to a much larger rival.

WPP’s future remains uncertain, with new CEO Cindy Rose pursuing an AI-focused turnaround while hedge funds short its stock. Despite pressures, recent insider share purchases signal an attempt to boost market confidence.

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Walmart’s CEO Makes Way for Fellow Lifer He Guided for New Tech Era, reports Bloomberg

General

Nov 14, 2025

Leadership Transitions

Walmart CEO Doug McMillon will step down after more than a decade leading the company through major digital transformation, paving the way for successor John Furner to steer it into the AI era.

McMillon built a $125 billion e-commerce and advertising business, modernised Walmart’s culture, raised wages and embraced technological change, helping the retailer compete with Amazon.

Despite early missteps, he championed aggressive digital investment, acquisitions such as Jet.com and store-based pickup innovations. Furner, known for his enthusiasm for AI, is expected to continue this forward-looking approach as Walmart prepares for further disruption.

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Google ad tech antitrust trial closing arguments moved back, reports Reuters

General

Nov 14, 2025

Google’s final attempt to prevent the breakup of its advertising technology business will now be heard on 21 November, after a U.S. court delayed closing arguments.

Judge Leonie Brinkema has already ruled that Google holds two illegal ad tech monopolies and is weighing remedies to restore competition.

The Department of Justice and multiple states are pressing for Google to divest AdX, its ad exchange where publishers pay a 20% fee, arguing that only structural separation can address Google’s dominance.

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Google Ordered to Pay €573 Million in German Shopping Suits, reports Bloomberg

General

Nov 14, 2025

A German court has ordered Google to pay €573 million in two antitrust damages cases brought by price-comparison sites Idealo and Producto, following an earlier EU ruling against the company.

Idealo was awarded €374 million plus interest, while Producto received €89.7 million plus interest, after both claimed Google unfairly boosted its own shopping service in search results.

The cases stem from the EU’s 2017 €2.4 billion fine against Google. With that decision now upheld, plaintiffs across Europe no longer need to prove wrongdoing, prompting a surge in follow-on claims.

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Google Offers Ad Tech Tweaks in €3 Billion EU Antitrust Fight, reports Bloomberg

General

Nov 14, 2025

Google has proposed changes to its ad tech products to address an EU antitrust ruling that imposed a €2.95 billion fine, though it still plans to appeal the decision.

The company has offered publishers more pricing control and greater interoperability across its ad tech tools, aiming to increase flexibility for advertisers and reduce alleged self-preferencing.

EU regulators argue Google abused its dominance and have hinted that only divesting parts of its ad tech arm would create real competition. The fine is one of the EU’s toughest, adding to a series of multi-billion-euro penalties against Google.

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Amid search wars, Google touts YouTube, display inventory to advertisers, reports Digiday

General

Nov 14, 2025

Google has been urging advertisers to invest more in upper-funnel channels such as YouTube, display and discovery ads, reflecting rising demand for awareness media and the growing influence of AI-powered chatbots on product search behaviour.

The company is promoting AI-driven ad products like Demand Gen and PMax, positioning them to appear within Google’s own emerging AI search experiences. It is also pushing new shopper marketing tools, including YouTube Shorts integrations and retailer tie-ins.

Agency feedback is mixed: some see improvements in Google’s demand gen formats, while others say Meta still outperforms. Google appears to be preparing for a shift away from traditional search.

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Antitrust litigation seeks to invalidate Nielsen contracts industrywide, reports AdAge

General

Nov 13, 2025

Nielsen is facing a major antitrust lawsuit from TVision that seeks to invalidate widespread industry contracts and challenge practices such as multi-year deals, staggered renewals and restricting data access if clients don’t renew. TVision argues these terms unlawfully block competition from rivals like VideoAmp.

The filing expands TVision’s earlier antitrust claims, supported by a new legal team with experience in major monopoly cases. TVision alleges Nielsen’s dominance lets it charge far higher US prices and suppress innovation in TV measurement.

Nielsen rejects the accusations, calling them baseless while pursuing its own patent claims. This is the second recent antitrust case targeting Nielsen’s contracting model.

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Disney Earnings For Q3 2025 Show -0.5% YoY Revenue Decline, Net Income Up By +155.9% YoY

0% YoY Opinions

Earnings

Nov 13, 2025

WSJ reports:

Disney shares fell nearly 8% after fourth-quarter results showed flat revenue and a 5% drop in operating income, with continued weakness in TV and film offsetting gains in streaming and parks. Investors remain concerned about the slow transition from linear TV, heavy spending on parks and muted box office performance.

The company announced increased dividends and expanded share buybacks, while emphasising strong streaming growth, including a rise to 195.7 million Disney+ and Hulu subscriptions and improved profitability.

Parks and experiences remained Disney’s profit engine, driven by international park performance and cruise expansion, as the company pursues a 10-year, $60 billion investment plan.

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Google augments AI shopping with conversational search, agentic checkout and an AI that calls stores for you, reports TechCrunch

General

Nov 13, 2025

Artificial Intelligence

Google is launching new AI shopping tools, including conversational search, enhanced Gemini app features, agentic checkout and an AI service that can call stores to check product availability. The aim is to make online shopping more intuitive by simplifying comparisons, offering visual inspiration and reducing manual effort.

AI Mode in Search now provides tailored results with images, reviews and live inventory, while Gemini offers richer shopping ideas. Sponsored listings will appear only in AI Mode for now.

Agentic checkout can track prices and purchase items with user approval, and a Duplex-powered feature will phone local retailers to confirm stock and prices.

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OpenAI, Apple Lose Bid to Toss Musk xAI Suit Over Competition, reports Bloomberg

General

Nov 13, 2025

A US judge has allowed a lawsuit by Elon Musk’s X Corp. and xAI to proceed against Apple and OpenAI, rejecting the companies’ attempt to have the case dismissed.

The suit alleges Apple’s integration of OpenAI into the iPhone operating system suppresses competition in the AI market and harms consumers by limiting choice, seeking billions in damages.

Apple and OpenAI deny the claims: Apple says no exclusive deal exists, while OpenAI accuses Musk of using legal action as part of a broader feud with CEO Sam Altman. Both parties must now submit further arguments to the court.

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Apple refused permission to appeal UK ruling on app store commissions, reports Reuters

General

Nov 13, 2025

Apple has been denied permission to appeal a UK tribunal ruling that found it abused its dominant position by charging app developers excessive and unfair commissions. The decision leaves Apple facing potential damages of more than £1 billion.

The Competition Appeal Tribunal ruled Apple shut out competition in app distribution and overcharged developers, who were found to have passed on half of the overcharge to consumers.

Apple argues the ruling misrepresents the app economy and may still seek permission to appeal directly to the Court of Appeal. The case follows growing regulatory scrutiny of Apple’s App Store practices.

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Paramount, Comcast, Netflix Prepare Bids for Warner as Deadline Approaches, reports WSJ

M&A

Nov 13, 2025

Paramount, Comcast and Netflix are preparing first-round bids for Warner Bros. Discovery, with submissions due on 20 November and a sale targeted by year-end. Paramount plans a full acquisition after previous unsolicited offers, while Comcast and Netflix are mainly targeting the studios and HBO Max, not cable networks.

Warner Bros. Discovery is also exploring a split into separate streaming/studio and cable divisions. Each bidder seeks greater scale to compete with major tech-led streamers.

Regulatory approval could vary: Paramount expects fewer hurdles, while combinations involving Netflix or Comcast may face tougher scrutiny, particularly under a Trump administration.

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The IAB Tech Lab Releases Its First Framework For Agentic Ad Buying Standards, reports AdExchanger

General

Nov 13, 2025

Artificial Intelligence

The IAB Tech Lab has released its Agentic RTB Framework for public comment, aiming to modernise programmatic advertising by introducing “agentic” buying and containerised infrastructure.

The framework proposes hosting DSP, SSP and specialist partner code within shared servers to cut latency, improve security and enable faster, more autonomous real-time bidding. These containerised “agents” can perform tasks such as fraud detection directly within the system.

Supporters say the approach offers a more efficient, privacy-safe alternative to today’s fragmented bidstream and could create a more sustainable, collaborative ecosystem as programmatic trading becomes increasingly automated.

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Paramount Skydance execs say Publicis and IPG have ad sales roles with new media account, reports AdAge

General

Nov 13, 2025

Agency Management

Paramount Skydance disclosed that Publicis and IPG agreed to substantial increases in spending on Paramount’s digital inventory, raising industry concern that agencies are effectively acting as both buyers and sellers.

Executives said these arrangements have long existed but are rarely admitted publicly, warning that agency acceptance of vendor-driven commitments heightens conflicts of interest and reduces transparency.

Paramount later framed the commitments as savings guarantees, though Shell’s earlier remarks implied ad-spend pledges. Critics said the disclosure exposes a long-standing but unspoken practice and urged marketers to scrutinise unexpected Paramount placements.

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Arthur Sadoun Urges Omnicom to Report Financials Like The Other Big Four Holdcos, reports AdWeek

General

Nov 12, 2025

Publicis Groupe CEO Arthur Sadoun has urged Omnicom to align its financial reporting with other major ad holding companies ahead of its takeover of Interpublic Group. He criticised Omnicom’s use of gross revenue instead of net revenue, arguing it prevents fair market comparisons.

Sadoun said the largest player in the industry must adopt transparent, consistent reporting to build investor trust.

Analysts agree Omnicom’s current approach is misleading and may reduce investor confidence. Despite pressure, experts doubt Omnicom will change its reporting, even as the combined group is set to lead the global advertising industry.

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Elon Musk’s X Faces Investigation by Irish Media Regulator, reports Bloomberg

General

Nov 12, 2025

Responsible Media

Ireland’s media regulator has launched its first investigation under the EU’s Digital Services Act into Elon Musk’s X, over alleged failures to remove content reported as illegal by users.

The probe will assess whether X has breached user rights by not properly informing them about appeal processes after content reports. The investigation follows complaints supported by nonprofit HateAid.

X, classified as a “very large online platform” under the DSA, faces heightened scrutiny from European regulators. If found in violation, Ireland’s watchdog could impose fines of up to 6% of the company’s annual global revenue.

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Google Accused in Suit of Using Gemini AI Tool to Snoop on Users, reports Bloomberg

General

Nov 12, 2025

Google is facing a lawsuit accusing it of unlawfully using its Gemini AI assistant to track users’ private communications across Gmail, Chat and Meet without consent.

The complaint claims Google secretly activated Gemini in October, allowing it to collect emails, attachments and messages without users’ knowledge. Turning off the tool reportedly requires navigating complex privacy settings.

Filed in a California federal court, the proposed class action alleges violations of the state’s Invasion of Privacy Act, which forbids recording confidential communications without all parties’ consent. Google has not yet commented on the accusations.

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Developer fee cuts not passed on to EU users, Apple says, reports Reuters

General

Nov 12, 2025

Apple has claimed that EU tech regulations under the Digital Markets Act have failed to benefit consumers, saying lower developer fees have not led to cheaper app prices.

Following new rules, Apple cut average commissions from 30% to 20% and allowed developers to distribute apps outside its App Store. However, a study it commissioned found prices stayed the same or rose for nine in ten products.

Apple argued the DMA has created new risks for consumers and barriers for innovators, with most savings from reduced fees going to non-EU developers rather than European users.

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EU looks to Big Tech, influencers to fight hybrid threats, fake news, reports Reuters

General

Nov 12, 2025

Responsible Media

The European Commission has unveiled its European Democracy Shield strategy, calling on online platforms and influencers to help counter disinformation and protect democracy amid fears of foreign election interference.

Under the plan, tech giants like Google, Meta, Microsoft, X and TikTok will be urged to detect and label AI-generated or manipulated content more effectively.

A new DSA crisis protocol will coordinate rapid responses to large-scale disinformation campaigns, while a European Centre for Democratic Resilience and a voluntary influencer network will promote compliance with EU rules and strengthen democratic cooperation across member states.

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Tech companies start to comply with Australia's teen social media ban, reports Reuters

General

Nov 12, 2025

Advertising To Children

Australia will enforce a world-first ban on under-16s using social media from 10 December, prompting platforms like TikTok, Snapchat and Meta to deactivate over a million accounts. Teenagers will be asked to download their data, freeze profiles or lose access entirely.

Platforms will use existing AI tools to estimate users’ ages, resorting to age assurance apps only when disputes arise. Minor disruptions are expected, particularly among 16-17-year-olds.

The law aims to curb online harms to children and sets a global precedent. Its success could influence similar age-related measures under discussion in Europe and the United States.

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EU readies fresh investigation into Google over news publisher rankings, reports FT

General

Nov 12, 2025

The European Commission is preparing a new investigation into Google’s parent company, Alphabet, over allegations it unfairly downgraded news outlets featuring sponsored editorial content in search results.

The probe, under the Digital Markets Act, targets “digital gatekeepers” like Google accused of disadvantaging competitors. If found guilty, Alphabet could face fines of up to 10 per cent of global turnover.

The move follows a €2.95bn fine against Google in September and comes amid tensions with Donald Trump, who has threatened retaliatory tariffs over EU penalties on US tech firms. Both Google and the Commission declined to comment.

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WPP appoints Elav Horwitz as chief innovation officer, reports Campaign

General

Nov 12, 2025

Leadership Transitions

WPP has promoted Elav Horwitz to chief innovation officer, a new role focused on strengthening the company’s leadership in applied AI and technology-driven client solutions. Based in New York, Horwitz will continue reporting to chief technology officer Stephan Pretorious.

She will connect clients with WPP’s creative and strategic talent, fostering agile innovation and collaboration to accelerate AI adoption and transformation.

The appointment aligns with CEO Cindy Rose’s strategy to embed AI across WPP, following a $400 million Google partnership and the launch of WPP Open Pro, a self-service marketing platform enabling faster campaign creation.

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IPG Cuts 3,200 Jobs Ahead of Omnicom Takeover, reports AdWeek

General

Nov 12, 2025

Interpublic Group (IPG) has laid off 3,200 employees in 2025, including 800 in September, and reduced its global office space by 730,000 square feet, incurring $450 million in related costs.

The cuts are part of preparations for IPG’s $13.5 billion acquisition by Omnicom Group, which gained U.S. regulatory approval in September under a consent decree restricting politically influenced ad spending.

The merger, expected to close this month, aims to save $750 million and streamline operations. Reports suggest Omnicom may retire legacy agency brands like DDB, though the company says it is still reviewing its structure.

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Google launches AI-powered advisors, reports Search Engine Land

General

Nov 12, 2025

Artificial Intelligence

Google is introducing two Gemini-powered tools, Ads Advisor and Analytics Advisor, to simplify campaign management and data analysis through conversational AI. Launching in December, they will be available to all English-language Google Ads and Analytics users.

Ads Advisor offers optimisation, automation, and creative generation, providing tailored recommendations, diagnosing performance drops, and fixing policy issues directly.

Analytics Advisor acts as a virtual analyst, delivering instant insights, root-cause explanations, and actionable recommendations. Together, they enable advertisers to manage, analyse, and optimise campaigns faster, marking a major step toward AI-driven, autonomous marketing across Google’s ad ecosystem.

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A former WPP exec is suing the ad agency giant, claiming he was fired after flagging an alleged kickback operation, reports Insider

General

Nov 12, 2025

Former WPP executive Richard Foster is suing the company, alleging he was fired after raising concerns about undisclosed kickbacks within its media arm, GroupM. He claims GroupM withheld billions in media rebates from clients to boost profits.

Foster says senior leaders ignored his warnings and dismissed him after submitting a report outlining the issue. WPP denies wrongdoing and vows to defend itself “vigorously.”

The case revives long-standing concerns over media-buying transparency in the ad industry. Foster seeks over $100 million in damages for retaliation and whistleblower violations. No findings have yet been made by the court.

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Meta chief AI scientist Yann LeCun plans to exit and launch own start-up, reports FT

General

Nov 11, 2025

Leadership Transitions

Meta’s chief AI scientist Yann LeCun is set to leave the company to launch his own start-up, marking a major shift as Mark Zuckerberg overhauls Meta’s AI strategy to compete with OpenAI and Google.

LeCun, a pioneer of modern AI, has reportedly begun raising funds for a new venture focused on “world models” — AI systems that learn from physical environments rather than language.

His exit follows leadership changes, layoffs and rising Wall Street pressure on Meta after heavy AI investments. Zuckerberg’s new hires and rapid product push have created internal friction and organisational upheaval.

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Here's another sign that the days of free streaming trials are coming to an end, reports Insider

General

Nov 11, 2025

Paramount+ will end its free trial as parent company Paramount Skydance shifts focus from rapid subscriber growth to profitability. The platform’s user base grew 10% to 79.1 million in the third quarter, and CEO David Ellison said the priority is now on “quality growth” with stronger returns.

The move follows similar actions by Netflix, Disney+, and HBO Max, which dropped free trials to curb short-term users.

Paramount+ is also raising prices by $1 per month and cutting back in select markets. Some rivals, including Hulu, Apple TV, and Amazon Prime Video, continue to offer limited trial periods.

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Disney is losing over $4 million a day in revenue on the YouTube TV blackout, reports The Verge

General

Nov 11, 2025

Disney’s dispute with Google’s YouTube TV over a new distribution deal is costing Disney an estimated $4.3 million a day, or $30 million a week, as the blackout enters its 12th day.

Analysts expect a resolution soon, but the impasse is also affecting Google, with nearly a quarter of surveyed users cancelling or planning to cancel YouTube TV.

Over 20 Disney-owned channels, including ABC and ESPN, went dark after the contract expired on 30 October. Each side blames the other for the blackout, with Google offering $20 credits to subscribers until an agreement is reached.

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Amazon Claims Prime Video Ad Reach Is 315 Million, reports Variety

General

Nov 11, 2025

Amazon claims its ad-supported Prime Video service now reaches over 315 million viewers globally, up from 200 million in April 2024, based on its internal data from the past year.

The announcement follows Netflix’s similar move to disclose its own self-measured audience figures, as both platforms seek to attract more advertising revenue.

Amazon says its reach includes original and licensed content, live sports, and FAST channels across 16 countries. While the company promotes its “customer-obsessed” ad offering, the figures are not verified by independent measurement firms, leaving advertisers to judge their reliability.

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Amazon rebuilds its ad machine for the mass market, reports Digiday

General

Nov 11, 2025

Amazon is overhauling its advertising ecosystem, unifying Sponsored Ads and its DSP into a single Campaign Manager and introducing generative AI tools for creative production, targeting and analytics. The updates aim to simplify full-funnel advertising and make advanced capabilities accessible to brands of all sizes.

Features like Ads Agent and Creative Agent automate campaign setup, budget recommendations and asset creation, reducing reliance on specialist traders or agencies.

The shift marks Amazon’s move toward small and mid-market advertisers, mirroring Google and Meta’s model, while potentially increasing competition and CPMs across its expanding retail and streaming ad inventory.

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Paramount Skydance Earnings For Q3 2025 Show -0.4% YoY Revenue Decline, Net Income Down By -25800.0% YoY

+ 0% YoY Opinions

Earnings

Nov 11, 2025

Reuters reports:

Paramount Skydance announced plans to invest $1.5 billion in programming next year and forecast fourth-quarter revenue between $8.1 billion and $8.3 billion, surpassing Wall Street expectations.

The company also revealed 1,600 additional job cuts following 1,000 layoffs in October, as part of an ongoing strategic review to streamline operations.

CEO David Ellison said the merger had unified studio and distribution divisions under one team, while the streaming business is expected to turn profitable this year and continue growing in 2026. Shares rose 7% after the announcement.

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Amazon Launches Location-Based Interactive Prime Video Ads, reports AdWeek

General

Nov 10, 2025

Advertisers can use Amazon Prime Video’s new interactive, location-based ads to reach viewers with relevant, localised offers. Brands can prompt viewers to “sign up today” or “send to phone,” ensuring services are available in their area.

The feature benefits location-dependent sectors such as auto dealers, insurers, restaurants and financial services by matching ads to nearby consumers. Amazon says this brings local relevance to premium streaming environments and expands access for regional advertisers.

Prime Video now reaches over 300 million monthly ad-supported viewers in the US. The new format sits within Amazon Ads’ wider suite of local advertising tools.

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IPG Earnings For Q3 2025 Show -5.1% YoY Revenue Decline, Net Income Up By +425.2% YoY

-5% YoY Opinions

Earnings

Nov 10, 2025

AdWeek reports:

IPG reported a 5% year-over-year drop in Q3 2025 global revenue to $2.5 billion, with US revenue also down 5.4%. Costs fell, while operating income rose 65% to $219 million, and adjusted EBITDA margin reached 18.5%.

The holding company did not host an investor call as it prepares for its acquisition by Omnicom Group. Shareholders will receive 0.344 Omnicom shares per IPG share, or cash if eligible.

Post-merger, Omnicom shareholders will own 60.6% of the combined company and IPG shareholders 39.4%, and IPG will no longer be publicly traded.

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Critics call proposed changes to landmark EU privacy law death by a thousand cuts, reports Reuters

General

Nov 10, 2025

Privacy groups have condemned proposed EU reforms that would ease restrictions on Big Tech using Europeans’ personal data to train AI models, calling them a serious threat to privacy rights.

The European Commission’s “Digital Omnibus” package aims to simplify overlapping laws such as the GDPR, AI Act and ePrivacy Directive, allowing companies like Google, Meta and OpenAI to process personal data under “legitimate interest.”

Critics, including noyb and European Digital Rights, argue the changes would erode GDPR protections and weaken consent requirements, describing them as “a death by a thousand cuts.” The proposals face further debate before approval.

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Reddit Unveils Interactive Ad Format, Piloted by Paramount, reports AdWeek

General

Nov 10, 2025

Reddit has introduced Interactive Ads, a new format that lets advertisers create custom, participatory experiences within the platform’s feed, replacing traditional image or video ads.

Paramount is piloting the format with a campaign for The Running Man, featuring an in-feed game where users help actor Glen Powell dodge drones to unlock exclusive content.

The feature offers scalable options for small businesses and bespoke builds for major brands. Early testers include Electronic Arts, Red Bull and the Ad Council, with full rollout planned for 2026. Reddit’s ad revenue rose 68% year over year to $585 million last quarter.

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Brands and influencers are not including intellectual property clauses addressing AI in their deals, reports Digiday

General

Nov 10, 2025

Artificial Intelligence

Despite the rapid rise of AI, most influencer brand deals still lack clauses addressing AI, intellectual property, or copyright, leaving both creators and brands legally exposed.

Experts warn that synthetic content tools like Sora heighten risks, with few agreements limiting AI use or protecting creators’ likeness from replication. Some agencies, including Sway Group, have begun adding anti-deepfake clauses.

Legal uncertainty persists as lawsuits, such as those by Disney and The New York Times, shape future standards. Industry leaders expect new rules on AI disclosure and content ownership to emerge as the creator economy faces mounting ethical and legal pressure.

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Big Streamers Bet on Increasingly Aggressive Pause Ads to Stop Viewers in Their Tracks, reports Variety

General

Nov 10, 2025

Streaming giants including Amazon, Netflix, Disney, Warner Bros. Discovery, and NBCUniversal are rapidly expanding “pause ads” — promotional spots that appear when viewers pause content. Unlike traditional commercials, these ads aim to be less intrusive and often include interactive or shoppable features.

Disney’s Hulu pioneered the format in 2018, but most major platforms now use full-screen or clickable versions, with Amazon reporting higher purchase rates when combining pause ads with regular video spots.

Media companies see pause ads as a key revenue driver amid rising streaming costs, betting that user-controlled, context-aware advertising will feel more relevant and engaging.

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PubMatic Earnings For Q3 2025 Show -5.3% YoY Revenue Decline, Net Loss Up By +607.5% YoY

+ 5% YoY Opinions

Earnings

Nov 10, 2025

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Google’s new AI tools automate ad reviews, reporting, and support for publishers, reports Search Engine Land

General

Nov 7, 2025

Artificial Intelligence

Google is rolling out AI-powered updates across Ad Manager, AdSense, and AdMob to help publishers save time, boost monetisation, and enhance ad quality.

New tools include automated brand safety filters, generative AI reporting, and an AI Help guide for onboarding and troubleshooting. These aim to simplify ad management and deliver cleaner, safer inventory.

Additionally, Google introduced CTV Live-biddable for real-time ad sales during live events and Buyer Direct for streamlined, transparent deals — combining programmatic efficiency with direct control for advertisers and publishers alike.

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YouTube says open to deal with Disney to restore networks in US, reports Reuters

General

Nov 7, 2025

YouTube said it is willing to negotiate a fair agreement with Disney to restore channels such as ABC and ESPN to its YouTube TV service, after they were removed following a failed licensing deal.

The companies are disputing carriage fees, with YouTube accusing Disney of demanding higher rates than other distributors, while Disney claims YouTube is insisting on below-market terms.

Talks remain ongoing, with Disney saying it has offered fair conditions consistent with other recent deals, as both sides face pressure to resolve the standoff before a major weekend of sports coverage.

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Amazon takes low-cost e-commerce service global, reports Reuters

General

Nov 7, 2025

Amazon has expanded its low-cost e-commerce service to 14 new markets under the name Amazon Bazaar, aiming to compete with Chinese rivals Shein and Temu in selling ultra-cheap goods.

The platform will offer products mostly priced under $10, including homeware and fashion, in markets such as Hong Kong, Nigeria, Taiwan and the Philippines.

Analysts view the move as a key step in Amazon’s global expansion strategy, though profitability may take time. The launch follows U.S. tariff pressures and growing international demand for budget-friendly shopping options.

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EU set to water down landmark AI act after Big Tech pressure, reports FT

General

Nov 7, 2025

Artificial Intelligence

The European Commission plans to pause parts of its AI Act as part of a “simplification package” to be decided on 19 November, amid pressure from Big Tech and the US government.

The proposal could grant companies a one-year grace period to comply with high-risk AI rules and delay fines for transparency breaches until 2027.

The move aims to ease regulatory burdens and improve competitiveness, though critics warn it weakens Europe’s landmark AI regime. Brussels insists it remains committed to the Act’s objectives despite ongoing discussions and concerns about US retaliation under President Trump.

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Comcast’s Sky in Talks to Buy Broadcasting Arm of U.K.’s ITV, reports WSJ

M&A

Nov 7, 2025

Comcast’s Sky is in talks to buy ITV’s media and entertainment division, valued at around $2.1 billion including debt, in a move that would expand Comcast’s European presence.

The deal would see ITV focus on its studio arm, producer of “Love Island”, while strengthening Comcast’s broadcasting portfolio in the UK, where it already owns Sky.

ITV’s shares rose 16% following the news, though the company said no agreement is certain. Analysts note the potential sale could face regulatory scrutiny given Comcast’s existing dominance in Britain’s pay-TV market.

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AP makes its archive AI-ready to tap the enterprise RAG boom, reports Digiday

General

Nov 7, 2025

Artificial Intelligence

The Associated Press has restructured its vast archive to make decades of verified journalism machine-readable for enterprise AI systems. This allows large language models to reliably cite, ground and pay for AP’s content, positioning the organisation as a key data provider in the AI era.

AP’s structured data is already available through Snowflake Marketplace and licensed to clients including Google, Microsoft and OpenAI.

The initiative reflects growing demand for verified, rights-cleared information as businesses develop their own AI and retrieval-augmented generation systems, highlighting journalism’s renewed value as high-quality training data.

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DoubleVerify Earnings For Q3 2025 Show +11.2% YoY Revenue Growth, Net Income Down By -43.9% YoY

+ 11% YoY Opinions

Earnings

Nov 7, 2025

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OpenAI unveils blueprint for teen AI safety standards, reports Axios

General

Nov 6, 2025

Responsible Media

OpenAI has released a blueprint urging lawmakers to adopt safety standards for teenagers using AI, as scrutiny over youth protection and related lawsuits intensifies.

The company outlines five key measures, including age-appropriate responses, restrictions on harmful content, default under-18 settings, parental controls, and research-based safety features.

OpenAI says teens should have safe access to AI while being shielded from risks. The move aims to influence upcoming regulations, with OpenAI also preparing for stricter European rules and expanding its presence in schools where such safeguards are required.

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Comcast hires bankers to explore bid for Warner Bros Discovery, reports Reuters

M&A

Nov 6, 2025

Comcast is exploring a potential bid for Warner Bros Discovery’s studio and streaming operations and has hired Goldman Sachs and Morgan Stanley as advisors. The company has also been granted access to Warner Bros Discovery’s financial data.

President Mike Cavanagh said Comcast is considering assets that complement its business, despite regulatory concerns.

Warner Bros Discovery, meanwhile, has received multiple unsolicited offers, including from Paramount Skydance, while Netflix has appointed Moelis & Co to assess its own potential bid for the company’s entertainment assets.

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Social Media Companies Face Trial on Addiction Claims, reports Bloomberg

General

Nov 6, 2025

Advertising To Children

A California judge has ruled that Meta, ByteDance, Alphabet and Snap must face trial over allegations that their social media platforms were intentionally designed to addict young users. The decision clears the way for the first of thousands of lawsuits to go before juries.

The cases claim design features such as infinite scroll and personalised notifications have caused depression, anxiety and self-harm among youths.

The first trial, set for January, will include testimony from executives including Mark Zuckerberg and Evan Spiegel and could test the limits of Section 230’s legal protections for tech platforms.

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Amazon Inks iHeartMedia Deal for Programmatic Ads, Expanding Push Into Audio, reports Variety

General

Nov 6, 2025

Audio Advertising

Amazon has expanded its partnership with iHeartMedia, allowing advertisers using Amazon DSP to buy programmatic audio ads across iHeartMedia’s streaming and live radio channels. In 2026, this will extend to iHeartPodcasts and broadcast radio stations.

The collaboration builds on a decade-long relationship and follows Amazon’s similar programmatic deal with Spotify.

Both companies said the integration enhances audience targeting, measurement and omnichannel campaign management, while enabling radio inventory to be bought programmatically — making it more addressable and measurable like digital media.

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Google Analytics Adds Cross-Channel Budgeting Tools for Marketers, reports AdWeek

General

Nov 6, 2025

Google Analytics has launched new cross-channel budgeting tools to help marketers plan and forecast ad spend across multiple platforms. The tools include projection plans, which track campaign performance against targets, and scenario plans, which model how budget changes might impact results.

Currently in beta, the features will roll out gradually over the coming months. They act as a planning dashboard, offering data-driven recommendations rather than altering live campaigns.

Google said the update supports its goal of creating a unified measurement experience, alongside recent improvements to conversion tracking and data imports from major social platforms.

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Meta is earning a fortune on a deluge of fraudulent ads, documents show, reports Reuters

General

Nov 6, 2025

Responsible Media

Meta internally estimated that 10% of its 2024 revenue, or around $16 billion, came from ads promoting scams and banned goods, with users exposed to about 15 billion scam ads daily. The company reportedly penalised suspicious advertisers with higher rates instead of banning them outright.

Documents show Meta prioritised profits over stricter enforcement, despite acknowledging its role in a third of U.S. scams.

Under growing regulatory scrutiny in the U.S. and UK, Meta aims to reduce scam-related revenue to 6% by 2026, though critics argue its efforts remain insufficient to protect users.

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News Corp. Earnings For Q3 2025 Show +2.3% YoY Revenue Growth, Net Income Up By +4.2% YoY

+ 2% YoY Opinions

Earnings

Nov 6, 2025

News Publishing

Reuters reports:

News Corp beat Wall Street forecasts with first-quarter revenue of $2.14 billion, driven by growth in its Dow Jones and digital real estate divisions. Subscriptions for Dow Jones products rose 8% to 6.4 million, with new pricing introduced for the Wall Street Journal.

Digital real estate revenue grew 5%, supported by REA Group and realtor.com, while news media rose 1%.

However, HarperCollins publishing revenue declined 2% due to weaker demand. The results follow Rupert Murdoch’s succession deal, confirming Lachlan Murdoch’s control of the family’s global media empire.

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Warner Bros. Discovery Earnings For Q3 2025 Show -6.0% YoY Revenue Decline, Net Income Down By -201.4% YoY

-6% YoY Opinions

Earnings

Nov 6, 2025

WSJ reports:

Warner Bros. Discovery CEO David Zaslav confirmed that the company’s review of a potential sale or split is progressing actively but gave no timeline or details on possible buyers. Paramount, Comcast, Amazon and Netflix are reportedly interested.

Chairman Samuel Di Piazza reiterated that a company split remains the preferred strategy, separating streaming and studio assets from cable networks such as CNN and Discovery.

The company reported a third-quarter loss of $148 million as revenue fell 6% to $9.05 billion, despite streaming subscribers rising to 128 million. Advertising and distribution revenue both declined amid weakening linear TV performance.

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The Trade Desk Earnings For Q3 2025 Show +17.7% YoY Revenue Growth, Net Income Up By +22.7% YoY

+ 18% YoY Opinions

Earnings

Nov 6, 2025

Artificial Intelligence

AdWeek reports:

The Trade Desk reported Q3 2025 revenue of $739 million, up 18% year-on-year, with 85% of clients now using its Kokai platform, driving major gains in cost efficiency and engagement metrics.

CEO Jeff Green downplayed competition from Amazon’s ad business, describing it as focused on sponsored listings and Prime Video rather than open internet programmatic buying.

Joint business plans now account for half of revenue, with over 180 executed last quarter. The company expects at least $840 million in Q4 revenue and announced Anders Mortensen as its new chief revenue officer.

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Magnum Ice Cream Company awards multi-million media business including US and UK, reports Campaign

General

Nov 6, 2025

Publicis Groupe has won the global media account for the Magnum Ice Cream Company, which includes brands such as Ben & Jerry’s, Cornetto and Calippo, following a competitive review. Its remit spans over 40 markets, including the US and UK.

The account was previously held by WPP’s Mindshare, which managed media for Unilever’s ice cream brands in both markets.

The appointment comes ahead of Magnum Ice Cream Company’s spin-off from Unilever, set for 6 December. Unilever will retain a minority stake as part of its plan to simplify operations while maintaining creative partnerships across global agencies.

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Google is in talks to pour more money into Anthropic, which could push the AI startup's value to $350 billion, reports Insider

General

Nov 6, 2025

Artificial Intelligence

Google is in early talks to increase its investment in Anthropic, potentially valuing the AI firm at over $350 billion. The deal could involve extra cloud services, a convertible note, or a funding round next year.

Google already holds a 14% stake after investing more than $3 billion, while Anthropic raised $13 billion in September.

The move intensifies the AI rivalry between Anthropic and OpenAI, backed respectively by Google and Amazon, and by Microsoft and Nvidia, as Big Tech companies race to dominate large language model development and cloud infrastructure for generative AI.

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Brands set to cut open web display spend 30% in response to AI search, reports Digiday

General

Nov 6, 2025

Artificial Intelligence

Zero-click search features like Google’s Overviews and AI Mode have sharply reduced web traffic to publishers, with up to 60% of searches now ending without a click. Forrester predicts advertisers will cut open web display spending by 30% in 2026, shifting budgets to CTV, paid social, and streaming audio.

Media buyers cite better measurement and engagement opportunities on these platforms, while retail media networks remain an exception due to strong performance.

Publishers face long-term audience losses from Google’s updates, with experts urging a focus on loyal readers and improving on-site user experiences to retain engagement.

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News Corp explores multi-LLM licensing playbook, reports Digiday

General

Nov 6, 2025

Artificial Intelligence

News Corp is exploring a multi-licensing strategy for its AI partnerships following its $250 million deal with OpenAI, signalling plans to engage multiple large language model providers. CEO Robert Thomson emphasised partnerships with reputable firms like Google and Apple while criticising AI companies for underpaying content creators.

The company’s “woo and sue” approach involves negotiating licences with willing AI firms while suing those using its content without consent, such as Perplexity.

Non-exclusive, pay-per-usage deals are becoming standard across the industry as publishers seek recurring AI-driven revenue streams without limiting future licensing opportunities.

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Netflix institutes new viewer-based metric as ads reach 190 million viewers worldwide, reports Reuters

General

Nov 5, 2025

Netflix announced that ads on its platform now reach over 190 million monthly active viewers worldwide, using a new metric that measures individual viewers rather than accounts. The figure reflects users who watch at least one minute of ad-supported content, adjusted for household size.

The company is also expanding its advertising technology, testing dynamic ad insertion during WWE live streams and rolling it out for the NFL Christmas Gameday.

Co-CEO Greg Peters said Netflix achieved its strongest ad sales quarter yet and expects to more than double ad revenue this year, highlighting growing advertiser interest.

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Epic and Google agree to settle their lawsuit and change Android’s fate globally, reports The Verge

General

Nov 5, 2025

Epic Games and Google have agreed to settle their long-running legal battle, pending court approval, in a deal that could reshape app store competition globally.

Under the proposed settlement, Google will reduce Play Store fees to 20% or 9%, depending on transaction type, and create a system allowing alternative app stores to register and operate more easily within Android.

The agreement would apply worldwide until 2032 and retain earlier rulings limiting Google’s exclusivity deals, potentially setting a new standard for fairer app store practices and influencing rivals like Apple and Sony.

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Taboola Earnings For Q3 2025 Show +14.7% YoY Revenue Growth, Net Income Up By +181.3% YoY

+ 15% YoY Opinions

Earnings

Nov 5, 2025

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Liveramp Earnings For Q3 2025 Show +7.7% YoY Revenue Growth, Net Income Up By +1483.1% YoY

+ 8% YoY Opinions

Earnings

Nov 5, 2025

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Snap Earnings For Q3 2025 Show +9.8% YoY Revenue Growth, Net Loss Down By -32.4% YoY

+ 10% YoY Opinions

Earnings

Nov 5, 2025

Artificial Intelligence

CNBC reports:

Snap shares rose 15% after third-quarter revenue beat expectations and the company announced a $500 million share buyback. Sales reached $1.51 billion, up 10% year-on-year, with global daily users at 477 million.

Snap also revealed a $400 million partnership with Perplexity AI to integrate conversational search into Snapchat from 2026, aiming to enhance in-app discovery.

Despite strong financials, Snap warned that new regulations such as Australia’s minimum age law and upcoming platform-level age verification could reduce daily users, though fourth-quarter sales are forecast slightly above Wall Street expectations.

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Magnite Earnings For Q3 2025 Show +10.8% YoY Revenue Growth, Net Income Up By +286.5% YoY

+ 11% YoY Opinions

Earnings

Nov 5, 2025

AdExchanger reports:

Magnite reported an 11% year-on-year revenue rise to $179.5 million, driven by growth in connected TV and audio advertising. CEO Michael Barrett credited partnerships with Netflix, Roku and Warner Bros. Discovery, alongside private marketplace deals, for strong CTV performance.

Barrett also highlighted the acquisition of Streamr.ai to expand Magnite’s AI capabilities, including integration of model context protocol into its ClearLine product.

Addressing industry tensions, Barrett said Magnite supports The Trade Desk’s system clean-up, though it has filed an antitrust lawsuit against Google for alleged anti-competitive behaviour, aiming to restore fairness in digital advertising markets.

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Apple Nears Deal to Pay Google Roughly $1 Billion a Year for Siri AI Model, reports Bloomberg

General

Nov 5, 2025

Artificial Intelligence

Apple is finalising a $1 billion annual deal with Google to use its 1.2 trillion parameter Gemini AI model to power a major overhaul of Siri. The move follows tests with OpenAI and Anthropic before Apple settled on Google’s technology.

The partnership will enhance Siri’s summariser and planner functions, while Apple’s own models will handle other tasks. Data will remain secure on Apple’s Private Cloud Compute servers.

Although intended as a temporary measure until Apple’s own AI models are ready, the agreement signals Apple’s growing reliance on external technology to close its AI gap.

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