Advertising is in a structural shift due to AI and the video boom. AI tools are growing the reach and capabilities of smaller advertisers, fuelling robust demand. 

WPP must challenge Publicis’s dominance in 2026 and show it is positioned to benefit from AI even as Omnicom and IPG combine to create a new global behemoth.

Amazon is taking the fight to adtech by strengthening its connected TV and retail media positions. Adtech is building partnerships and becoming more end-to-end in response.

In the year following its IPO, Reddit has defied our expectations, reporting five straight quarters of positive adjusted operating income and strong growth.

Profitability stems from disciplined cost management alongside exceptional user growth, with a focus on advertising performance and limited distractions.

The platform's human-generated conversations are proving valuable in the AI era, but AI strength could become a vulnerability if synthetic content overwhelms authentic discussion.