Ross Intelligence can immediately seek appellate review of a ruling that it infringed copyright by training its legal research platform on material published by a competitor.

New research shows advanced AI models, including popular LLM agents, routinely lie in pursuit of their goals, raising new concerns about the reliability of their outputs.

As transatlantic trade tensions heat up, Netflix may be caught in the crossfire. The streaming giant could face new headwinds in Europe if retaliatory tariffs are imposed on U.S.-based digital services in response to broader tariff policies initiated by the U.S., according to a recent analysis by Laurent Yoon, an analyst at financial-services firm Bernstein. While Netflix has long navigated complex local tax environments — including paying digital services taxes (DST) in the United Kingdom, France and Spain since 2019 — the possibility of sweeping new tariffs raises questions about the company’s long-term growth trajectory in one of its most important markets. “Netflix is good for Europe (or so Netflix could argue),” Yoon said, pointing to the company’s substantial investment across the continent. Between 2020 and 2023, Netflix poured $6.8 billion into European content and now partners with more than 400 producers across 11 regional offices. Market-Leading Presence Netflix holds the top spot among subscription video-on-demand (SVOD) services in Europe’s five largest markets — Germany, the UK, France, Italy and Spain — well ahead of competitors like Amazon Prime Video and Disney+. In the Netherlands, Netflix commands a 100% indexed market share, nearly double that of its closest competitor. This commanding position may act as a buffer if Europe moves to impose tariffs. As Yoon noted, “Imposing tariffs on American services would imply price increases for the top three SVODs in these markets,” which could hurt local consumers more than the companies themselves. In short, European viewers may have few viable alternatives should costs rise. Tariffs Could Slow Growth But Not Stop It Despite Netflix’s strong foothold in Europe, the prospect of tariffs still carries downside risks. Bernstein estimates that if tariffs are imposed and costs are passed on to consumers, the resulting price hikes could trigger higher churn and slow subscriber growth in the region. Currently, Netflix’s subscriber base in EMEA is projected to grow from 101 million in 2024 to 120 million by 2026 — a compound annual growth rate of 9%. But if penetration plateaus in 2025 due to rising prices, the growth rate could drop to mid-single digits. Similarly, Netflix’s Average Revenue per Member (ARM) in Europe is forecasted to grow at 5% annually through 2026. A tariff-related pricing ceiling, however, could result in flat or even negative ARM growth. Bernstein’s models suggest ARM growth could fall to -2.7% annually under adverse conditions. “Combining the effects on both subscriber and ARM growth, we estimate a potential downside of 10% to our 2026 EPS forecast of $36,” Yoon wrote. For Now, Watch-And-Wait Approach Despite these risks, Bernstein is maintaining its existing projections and price target for Netflix. The firm believes that given Netflix’s entrenched market leadership and content investments, the fallout from tariffs — if implemented — may be limited to high single-digit downside to earnings per share by 2026. While the potential for tariffs remains speculative, Bernstein expects to update its model only if meaningful measures are enacted by European regulators. Until then, Netflix’s European growth story continues — albeit under a cloud of geopolitical uncertainty.

Cable and subscription-based streaming platforms function as "required utilities" for most U.S. households.

Replacing Hsiao will be Josh Woodward, who leads Google Labs and oversaw the launch of NotebookLM, the company's tool that turns text into a podcast-like show.

Brands remain determined to increase influencer marketing spend, according to a survey from the World Federation of Advertisers. The influencer marketing industry has grown over $22 billion since 2016 -- rising from $1.7 billion to $24 billion in 2024, based on reports by Sprout Social.

Recent client losses - including Volvo - and ongoing macro uncertainty weigh on WPP's results.

If spun off as a standalone business, YouTube could be valued between $475 billion and $550 billion.

Meta's VP of AI Research Joelle Pineau says she plans to leave the company at the end of May. She says "as the race for AI accelerates, and as Meta prepares for its next chapter, it is time to create space for others to pursue the work."

The study is expected to presume the marketplace will consolidate from a multitude of contenders to two recognized ad "currencies," which is consistent with the history of the ad industry.

YouTube had a leading 21% share of streaming minutes in 2024. Compared to just FAST platforms, YouTube is far ahead in streaming minutes, followed by Tubi with a 4% share and Roku with 3%.

Many people use email daily, with just 6% taking a break only while on vacation.

With rising subscription fatigue and churn, the industry is shifting toward ad-supported video-on-demand platforms.

Despite economic pressure, the pet category remains strong -- driven by Gen Z, ecommerce, and emotional brand loyalty.

Only 36% of marketers and just 26% of creative agency workers say they feel proud of the creative work they produce.

CMOs earn accolades for their growing alignment with CEOs, but CEOS remain skeptical of marketing chiefs' ability to drive tangible business results.

Nielsen and Paramount Global finally reached an agreement on a new multi-year deal, which, not surprisingly, coincided with CBS' Grammy Awards telecast. In this week's edition I provide a brief history of TV audience measurement, and discuss why it is so difficult for anyone to compete with Nielsen to become marketplace currency (although there might now be minor - and I stress minor - cracks in Nielsen's armor). This report will cover several topics, including: How and why Nielsen is an industry-mandated monopoly. Are legacy research companies nimble enough to keep up with rapid and continual change? Why virtually no one really wants more accurate TV/video audience measurement. Can samples still measure the TV universe? When Nielsen was forced to improve its measurement. When research started taking a back seat to marketing. Shifting alliances: why TV research is not what it used to be. Measuring live vs. DVR viewing - implications for streaming ads. Why alternatives to Nielsen have traditionally failed to sustain industry support. Why industry committees traditionally don't accomplish much. Does big data = more accurate data? How to determine the accuracy of Nielsen (or anyone else's) ratings and actually improve audience measurement (and why it won't happen).

Peacock's unique content portfolio adds strategic value that other platforms don't consistently offer, a study suggests.

ANA-owned Aquila has signed a contract making Comscore the source of the TV audience data component of its cross-media measurement service.

A third of U.S. adults support banning TikTok, while 32% oppose it and 33% remain unsure.

New reports from Placer.ai and YouGov show value-driven grocers gaining traction while Amazon makes inroads with younger shoppers.

Google has expanded access to its AI Mode search beyond Google One AI Premium U.S. subscribers. The lack of links to businesses will become a challenge for all when asking for detailed information. The feature provided links to general information, but not when it came to specifics in my searches.

Brands that rely on outdated stereotypes alienate consumers and limit their own growth, CreativeX says.

Food prices stay high, challenging CPG brands to rethink how to serve the price-conscious consumer.

Three quarters of respondents support a law requiring advertisers to disclose the personal data used for targeting.

In most categories, the top 10% of apps convert downloads to trial subscriptions at double or even triple the median rate.

Of the top 50 AI startups, 14 were co-founded and led by former Google employees. These companies have collectively raised $14.7 billion, accounting for 28% of total funding for top AI startups, and have a combined valuation of $71.6 billion.

"This copyright case presents urgent questions governing the innovation at the heart of America's preeminence - at least for now - in artificial intelligence systems," Ross Intelligence argues.

The announcement was timed to Stagwell's second annual Future of News UK summit today. The company also released a new study revealing EMEA CEOs and Board Directors view news as a key medium to reach stakeholders.

Four out of five streaming viewers said they accept ads in exchange for free content.