The news: Google is looking to sign licensing deals with more publishers, per Bloomberg, to improve its products and address the threat of dwindling AI training resources. It’s launching a pilot project to partner with about 20 national news outlets, which could help ease tensions between Big Tech players and the publishers that are demanding compensation for their content. Our take: Google’s increased effort to license more media content shows its gearing up for a future in which AI-generated summaries dominate search. As this shift occurs, brands will need to focus on generative engine optimization (GEO) to get their content into AI summaries, such as by including concise takeaways that LLMs can surface. Preparing for a world where more premium content is behind paywalls could also include deeper publisher partnerships.

The news: Netflix and Fox are closing Upfronts on a high note, with ad success driven by live sports and original programming. Netflix anticipates that it will “roughly double” its ad revenues in 2025 from 2024 after a strong second quarter. Our take: Netflix’s and Fox’s success underscores that high-quality, tentpole programming still commands advertiser trust even as broader ad growth slows. Live sports remains a critical touchpoint for advertisers, delivering consistent audience growth and high engagement and attention. Channels that invest in sports—whether streaming or linear—will attract interest.

The news: A major security flaw in Microsoft SharePoint is actively being exploited by hackers around the world. The full impact is still unfolding, but 100 large companies, thousands of SMBs, and at least two US federal agencies have been breached, per The Washington Post. Our take: Microsoft’s restructuring toward AI and cloud has left cracks in its legacy infrastructure, now exploited at scale. For agencies and marketers, the risk is real: Compromised systems mean vulnerable campaigns and lost client IP, data, and brand reputation. For Microsoft, continued breaches could push customers to abandon SharePoint altogether.

20% of US adults say they’ve traveled or will travel less than planned due to the economy, according to a May survey by The Points Guy and The Harris Poll.

40.6% of US adults have researched a product or company after encountering an ad for it in-store, according to March 2025 data from Placer.ai and EMARKETER.

In-store retail media has long been a mysterious black box for marketers—hard to measure and optimize. But thanks to first-party shopper data and AI-driven measurement tools, that’s changing. Marketers can now pinpoint how shoppers engage with in-store campaigns and tie those interactions directly to sales.

Key stat: The number of retail media networks (RMNs) worldwide offering competitive conquesting (the ability to target campaigns to competitors’ shoppers) has risen from 10 in Q2 2024 to 15 in Q2 2025, a 50% increase, according to data from Mars United Commerce.

The situation: President Trump’s shifting trade policies are introducing fresh volatility across sourcing, pricing, and promotional planning—setting the stage for an incredibly uncertain holiday shopping season. Our take: Tariffs and uncertainty will weigh heavily on consumers this holiday season. Retailers must meet shoppers where they are: cautious, price-sensitive, and focused on making each dollar count. That means doubling down on value, highlighting affordability, and offering practical or emotionally resonant gifts that justify the spend and move shoppers to buy.

The news: Forecasters are mixed on the future of Elon Musk-owned platform X after CEO Linda Yaccarino, whose experience as an advertising executive at NBCUniversal helped X reclaim some ad revenues, stepped down. But things aren’t all gloom and doom: We forecast that X’s ad revenues will increase by 25% YoY in 2025. Our take: While X’s ad revenues will likely grow in the short term, the shift toward AI could alleviate long-term struggles resulting from a turbulent few years for the platform—and even if some advertisers shift away, many will feel pressured to stay or face consequences.

Conversational analytics tools like Adverity’s Data Conversations are helping marketers bypass traditional data bottlenecks by enabling instant, plain-language access to performance insights. No longer dependent on engineers or BI teams, marketers can now ask natural-language questions and receive real-time analytics—reducing inefficiencies and encouraging deeper experimentation. This shift coincides with growing investment in AI and analytics, especially amid economic pressure to optimize spending. With autonomous agents and AI assistants poised to automate reporting and flag anomalies, the landscape is moving toward faster, more agile decision-making—so long as teams implement governance, training, and clear frameworks for responsible adoption.

UK shoppers will purchase £4.8 billion ($6.1 billion) worth of secondhand products online this year, according to a report from the Centre for Economics and Business Research (CEBR) commissioned by Amazon. That’s up nearly 12% YoY, as consumers look for ways to shop that are easier on their budgets and the environment. Retailers that lack a robust resale or refurbishment strategy risk losing out. Platforms like Vinted, Depop, and Amazon are meeting rising consumer demand for more sustainable—and affordable—products. Establishing an official program can set new consumer expectations for retail while easing common fears about shopping secondhand, including concerns about item condition and seller trust.

The news: Salesforce’s Agentforce has handled over 1 million AI support chats from its customers in the past nine months, resolving 84% of queries and cutting customer support case volume by 5%. The impact on business? About 500 Salesforce support engineers were reassigned to higher-value service roles, per VentureBeat. Our take: For brands, the lesson is clear—automation alone won’t win loyalty. Build or refine AI that reflects a brand’s voice and emotional intelligence. Lean on clarity, empathy, and easy handoffs to humans to reinforce user experience, which in turns drives loyalty and satisfaction.

The news: OpenAI’s new “ChatGPT agent”, which started rolling out last week, goes beyond chatbots by acting as an autonomous “digital worker,” per TechCrunch. Available to OpenAI’s Pro, Team, and Enterprise subscribers for $200/month per user, the agent operates software, browses websites, fills out forms, and creates documents within a secure sandbox, potentially rivaling tools like Microsoft Office. Our take: As AI companies combine their models into autonomous tools, marketers, researchers, and pilots should test agents on repeatable, low-risk tasks like generating decks or summarizing reports. Exercise human oversight, track time saved, and evaluate ROI and output quality against legacy tools like Microsoft Office to determine if agents are a viable replacement.

Starbucks is taking a different approach to its much-hyped Pumpkin Spice Latte this year. Rather than pulling the launch forward, as it has done for the past several years, the drink will make its debut on August 26—four days later than in 2024, and the PSL’s latest launch date since 2022. Delaying the launch slightly could build excitement over Starbucks’ fall menu, and encourage customers to visit more often once the PSL hits stores. The move might also lift sales for Starbucks’ grocery assortment—especially given the current popularity of at-home coffee brewing—which could in turn help offset the company’s in-store softness. Still, the enduring popularity of the PSL alone won’t be enough to lift Starbucks out of its slump.

The strategy: Despite ongoing economic headwinds, Domino’s delivered solid Q2 growth across all income levels by doubling down on value and innovation—key pillars of its Hungry for More growth strategy. CEO Russell Weiner noted during the company’s earnings call that Domino’s has consistently gained about 1 percentage point of market share annually over the past decade—and sees ample opportunity to build on that momentum and further outpace rivals. Our take: Domino’s is proving that even in a challenging, price-sensitive environment, smart innovation and a sharp value proposition can drive growth across income cohorts. By blending crave-worthy new items like stuffed crust pizza with a more personalized loyalty experience and increased delivery flexibility, the brand is positioning itself to win market share from slower-moving rivals.

In today’s podcast episode, we explore the blurring of social media and streaming, focusing on how content from social media platforms like TikTok and Instagram is increasingly being consumed in the living room. We also discuss the significance of YouTube and whether streamers should be concerned about the rise of social media platforms. Join the conversation with Director of Reports Editing and host, Rahul Chadha, Vice President of Content, Paul Verna, and Senior Analyst, Minda Smiley. Listen everywhere you find podcasts and watch on YouTube and Spotify.

AI is rapidly becoming foundational to marketing strategy, with 63% of teams now using it for planning—up from 28% in 2023, per Boathouse. Customer service and analytics have seen similarly sharp increases, supported by rising investments in CRM systems, CDPs, and automation tools, according to Twilio. As AI’s footprint grows, marketers are reallocating spend toward digital formats like social, CTV, and video, where AI can optimize targeting and performance. This trend reflects a broader shift: the most successful marketers are embedding AI into the fabric of their decision-making, not treating it as a plug-in. The gap is widening fast.

The news: Pause ads are gaining momentum as a promising format that boosts the potential of connected TV (CTV) ads to capture user attention, per findings from a Magna and DirecTV study. Our take: While pause ads promise potential, advertisers must implement strategies that increase their’ appeal to drive measurable outcomes. Viewers across age groups prefer pause ads that offer the ability to save offers/reminders. And younger generations favor pause ads that have clickable buttons linking to the brand’s site or app (53% for Gen Z and 50% for millennials) or that offer scannable QR codes.

The news: Perplexity is in talks with smartphone manufacturers to make its new Comet browser a default app on smartphones to drive adoption and user engagement, per Reuters. Perplexity CEO Aravind Srinivas said it aims to reach “tens to hundreds of millions” of users in 2026 after a desktop rollout to a “few hundred thousand” testers, a plan that could be aided by expanding Comet access on phones. Our take: While Comet itself is a browser, its integrations with Perplexity’s AI could streamline access to mobile AI search tools, changing mobile search behavior and forcing marketers to rethink traditional search marketing practices. Getting Comet onto phones could also supercharge Perplexity’s data on user behavior and boost its ability to improve its AI search tools.