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JANUARY 30, 2026 |
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In this edition: |
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TOP STORY |
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The advertising agency landscape is undergoing its most significant restructuring in decades. The Omnicom-IPG merger, completed in late 2025, created the world's largest holding company and signaled an industry-wide shift toward consolidation and AI investment. |
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IN THE NEWS |
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Follow our live Q4 2025 Advertising Earnings Tracker. Meta saw a 24.2% in ad revenues (thanks to AI efficiencies), NBCUniversal media revenues rose 5.5% YoY to $7.62 billion, and Microsoft 7% YoY to $81.3 billion. |
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LinkedIn video ads drive 30% growth as short-form takes over. LinkedIn’s revenues rose 11% YoY in Q4 2025, surpassing $5 billion, with gains largely driven by the platform’s push into paid video ads and short-form video content. |
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Why data integration will matter more than AI in 2026. After brands focused heavily on AI acceleration across sales, marketing, and customer success in 2025, data is emerging as a more consequential priority this year. |
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Bluesky bets on live events to stand out from X and Threads. Social media app Bluesky unveiled its 2026 roadmap with a focus on real-time, event-based features to compete with X and Threads, reflecting Bluesky's attempt to carve out a niche through community trust rather than scale, per The Verge. |
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ANALYSIS |
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Amazon's recent business moves, corporate layoffs, AI-powered shopping features, and new smart glasses technology for delivery workers paint an interesting view of its immediate future and what it could mean for consumers. |
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"Amazon is in such a unique position to give us an idea of broader consumer sentiment because of their scale and reach," said our analyst Rachel Wolff on a recent episode of "Behind the Numbers." |
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PODCAST |
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Our analysts discuss the impacts of Trump’s presidency, how AI chips are influencing innovation, and the changing role of the CEO. | | |
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