The news: BioNTech is buying cancer vaccine researcher and one-time COVID-19 vaccine rival CureVac in a $1.25 billion all-stock deal. The takeaway: The new HHS is taking a less-than-positive view on mainstream vaccines and mRNA technology, but it’s also signaled strong interest in personalized medicines and novel therapies. That’s good news for BioNTech, and could be a sign to other pharmas and biotechs that precision and specialty drugs are poised for fast tracking, while vaccines caught up in public and political controversy will be overscrutinized and delayed to market.
The data: Physicians are more bullish on AI in healthcare than patients. Our take: Doctors are still figuring out AI themselves—but they can’t lose sight of how important it is to keep patients informed. They’ll need to get patient consent for use cases such as transcribing visits, and should opt out of using AI if their patients aren’t comfortable with it.
The news: Gaming is becoming a powerful vehicle for delivering ads to engaged audiences, with gamers spending significant time gaming across platforms, per a study from Activision Blizzard Media. Seventy percent of gamers play or watch video games daily, while 95% play or watch weekly. Seventy-seven percent of weekly gamers play on mobile devices, while 52% play on console and 34% play on PC. Our take: In-game advertising provides reach that few other channels can match, connecting with an engaged, highly attentive, and diverse audience, making it a critical touchpoint—but advertisers must understand what strategies work best.
The news: Snap announced its sixth-generation AR smart glasses at the 2025 Augmented World Expo (AWE). The wearables will be available to the public for the first time since 2016, potentially unlocking a new revenue stream beyond ads. The lightweight consumer smart glasses, called Specs, will launch in 2026 and include an “ultra-powerful wearable computer.” Our take: Snap’s next-gen smart glasses could diversify its revenue streams and show off its AR prowess. But unless the price tag is affordable and competitive, users may continue to just use Snapchat’s AR filters on their phones.
The news:** Amazon has quietly doubled the ad load on Prime Video, now serving 4 to 6 minutes of ads per hour—up from 2 to 3.5—placing it alongside Hulu and Paramount+ in volume. This aligns with Amazon’s effort to scale its connected TV inventory and offers buyers greater reach. Our take: The added ad time could shift Prime Video’s role in media planning, attracting performance-focused advertisers if CPMs soften, or reinforcing a premium stance if PMP rates hold. Weekly user engagement remains high, making the platform a reliable environment for consistent exposure. Amazon is quietly positioning Prime Video as a leading CTV ad player.
The news: Tech giants like Meta, Google, and Amazon are building tools that let brands bypass ad agencies entirely—automating the creation, placement, and optimization of ads, per The Wall Street Journal. Yes, but: Strategy, storytelling, and brand stewardship can’t come from algorithms. Even with automation, brands need creative direction, long-term planning, and cross-channel cohesion—roles agencies are uniquely positioned to play. Our take: To stay relevant, agencies must move up the funnel. AI can optimize and target, but it can’t craft brand strategy or narrative. The edge belongs to firms that lead with insight, creativity, and cohesion.
The news: With scams on the rise, advertisers and brands need to be thoughtful with their communications to keep it out of junk folders. 96% of US adults get at least one scam email, phone call, or text message each week, per CNET. Our take: To stop volume fatigue, brands should avoid inundating users’ phones and inboxes with constant messaging. Social media could offer a less-saturated space where short-form content can exemplify brand personality and where users are more likely to expect engagement.
20% of users who downloaded mobile apps with onboarding campaigns in Q2 2024 returned to the app the next day, compared to just 16% across all apps, according to data from Airship.
The news: Lowe’s launched a home improvement creator network as part of a strategy to reach younger audiences through social media personalities. The network, which Lowe’s framed as key to deepening its connection with Gen Z and millennial consumers, features MrBeast as its first high-profile partner. Our take: Reaching younger generations is crucial for sustained growth, and as influencer marketing surges, Lowe’s strategy could prove effective at bridging the gap with young homeowners. Influencer collaborations are most likely to be effective when the creator is seen as unbiased and honest, authentic, entertaining, and educational.
The news: President Donald Trump is expected to sign another executive order extending TikTok’s sale deadline as the current June 19 deadline approaches, marking the third extension since Trump took office. Our take: Trump is likely to continue extending TikTok’s sale deadline—but with each extension, brand confidence plummets further as the platform’s long term sustainability remains shrouded in uncertainty. The brands that will be most successful aren’t those that are crossing their fingers for TikTok’s survival, but those that are investing in contingency plans and platform-agnostic strategies that can pivot quickly.
The news: WPP has lost the $1.7 billion Mars global media account to Publicis, just months after parting with Coca-Cola’s North America business. The deal encompasses media, social, production, and commerce, and further weakens WPP’s hold on major global clients. Our take: WPP’s loss is both financial and reputational—and their aggressive counterattack via a client-facing report signals a deeper crisis. As rivals like Publicis gain ground and agency power consolidates, WPP’s public posture and CEO transition raise questions about future strategy. Winning back trust will require more than critiques of the competition—it will demand structural clarity and client-first execution.
The news: President Donald Trump’s immigration crackdown is chilling consumer spending and reducing the available labor force for key industries like construction and hospitality. Our take: The US economy depends heavily on immigrants, both documented or otherwise. The Trump administration’s aggressive deportation push could therefore deprive companies of crucial workers—and drive up costs for essentials like housing and groceries—as well as eliminate a considerable source of tax revenues and consumer spending.
The news: DoorDash’s acquisition spree continued with its $175 million purchase of ad tech firm Symbiosis. The deal will expand the company’s offsite capabilities, enabling advertisers to run campaigns across search, social and display channels that are integrated with DoorDash’s closed-loop measurement system. Our take: DoorDash’s Symbiosis acquisition and ad updates should help the company attract bigger brands and retailers to its ad platform—especially as demand for its core delivery services remains healthy.
The news: OpenAI finalized a deal with Google Cloud to supplement its Microsoft Azure infrastructure, per Reuters. The deal addresses OpenAI’s growing compute needs as its annual revenues hit $10 billion, up from $5.5 billion in December. OpenAI’s ChatGPT and Google Gemini are the biggest rivals in the AI industry. The cloud deal effectively ends Microsoft’s exclusivity as ChatGPT’s cloud provider and is likely another indicator that the two companies are growing apart. Our take: The OpenAI-Google Cloud alliance signals a new era of pragmatic AI partnerships and the importance of diversified cloud strategies to support the explosion in AI usage.
The insight: Younger consumers are opting out of human interaction when they shop. Our take: While younger consumers tend to adopt new behaviors faster, they’re also driving the direction of retail innovation. Retailers looking to stay competitive should prioritize the tech-driven, convenience-first features these shoppers now see as table stakes.
The news: Starbucks is rolling out “Green Dot Assist,” a generative AI (genAI) assistant built with Microsoft Azure and OpenAI, to 35 locations this month. The tool, which is accessed through iPads, aims to streamline operations, reduce service times, and improve accuracy for baristas while reducing reliance on manuals or intranet searches. Our take: Competitors and the industry will be keeping an eye on how Starbucks integrates AI assistants at scale. This is a potential blueprint for using AI not just for automation, but to enhance human touchpoints while increasing efficiency—provided all the moving parts work together.
Connected TV (CTV) is booming in households and becoming significantly more important for advertisers.
On today’s podcast episode, we discuss how to get folks to buy something they can’t go and see in a store, how D2Cs should be thinking about generative AI, and how one DTC is negotiating the tariff minefield. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and CEO and president of Eyebuydirect Sunny Jiang.
The news: US inflation ticked up 0.1% last month and 2.4% YoY, a softer read than many economists expected but one that kept the pressure on consumers already dealing with a higher cost of living. Our take: Retailers, especially grocers and discounters, can set themselves apart by helping consumers save money and be more financially responsible. Offering digital coupons, using in-store signage spotlighting sales on daily essentials, and rewarding loyal shoppers for repeat purchases can foster smarter spending.
The news: Adobe and Amazon are redefining how marketers produce video ads by launching new generative AI tools aimed at small and mid-sized businesses. Adobe Express for Ads, unveiled today, supports direct publishing to platforms like Google, Meta, and TikTok, while Amazon’s AI video tool can transform product pages into multiple ad variants. These tools cater to resource-limited advertisers seeking scale and performance. Our take: The video ad market is maturing fast—and AI is making it more accessible. As more marketers pilot GenAI tools, early adopters will gain an edge in personalization and efficiency, turning creative experimentation into reliable results.