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[Deep]Seeking rationale on AI investment
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In episode 53, we dive into the latest earnings reports from tech giants like Meta and Microsoft, analyze Comcast's performance amidst industry shifts, and explore the luxury sector's outlook with a focus on China's recovery.
- Meta is leveraging its massive user base to monetize AI investments, with tools like Advantage+ showing strong growth (70% YoY growth).
- Microsoft continues to expand, driven by LinkedIn and a booming AI business (175% YoY increase).
- Comcast faces challenges in broadband but sees potential in mobile and a steady media division.
- LVMH's performance and advertising spend provide insights into the luxury sector's trajectory.
We also discuss the impact of interest rate decisions by the ECB and the Fed, analyzing their potential effects on economic growth and the advertising landscape. Plus, we'll touch on the US GDP's 2.3% annual growth in Q4 2024, driven by a 4.2% increase in consumer spending, and the overall economic outlook for 2025.
NEXT WEEK: We'll break down earnings from Spotify, Alphabet, and others, plus share our weekend plans.
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Discover GroupM's latest This Year Next Year Forecast here:
https://www.groupm.com/this-year-next-year-2024-global-end-of-year-forecast/
- If you are GroupM client or part of WPP, reach out to [email protected] for the full report.
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