MIC Ride Home: Google Revamps Search for AI Era, Unveils New Gemini Agent; Spotify Launching Verification Badges for Podcasts; Udio CEO Talks AI Music Products, Walled Gardens

研报英文原文证据摘录

MIC Ride Home: Google Revamps Search for AI Era, Unveils New Gemini Agent; Spotify Launching Verification Badges for Podcasts; Udio CEO Talks AI Music Products, Walled Gardens

Media, Internet & Communications Daily May 19, 2026

TMT Research Guggenheim

GSTMTResearch@guggenheimpartners.com MIC Ride Home: Google Revamps Search for AI

Michael Morris, CFA Era, Unveils New Gemini Agent; Spotify Launching michael.morris@guggenheimpartners.com

804 253 8025 Verification Badges for Podcasts; Udio CEO Talks AI

Curry Baker Music Products, Walled Gardens curry.baker@guggenheimpartners.com

804 253 8029

Charles Wilber RELEVANT, TIMELY OPINION, ANALYSIS AND NEWS FLOW FOR TMT

charles.wilber@guggenheimpartners.com INVESTING

804 335 3977

Latest Research: Taylor Manley

taylor.manley@guggenheimpartners.com Media: Morris provides latest Nielsen Gauge analysis following March data release this 804 253 1336 morning.

Grayson Glenn

grayson.glenn@guggenheimpartners.com Key News Flow: GOOG/L, META, 005930.KS, WRBY, SPOT, UMG.AS, WMG, SONY,

804 253 8053 NFLX, CMCSA, DIS, FOXA, ROKU

Upcoming Events:

May 26-27: Media Bus Tour (Los Angeles, CA) - Guggenheim Analysts Michael Morris

and Curry Baker will be hosting a series of meetings with company management and

thought leaders.

Please contact your Guggenheim Sales Representative for additional details.

LATEST RESEARCH - SNAPSHOT

Media: Morris - Our March Nielsen Gauge Analysis - YouTube Expands Lead as Top

Distributor; The Roku Channel Sees Highest Growth (link) - Nielsen released the March

Gauge report today (link) with the two month lag likely driven by client pushback on proposed

methodology changes (link). Nielsen plans to implement these updates ahead of the fall TV

season with metrics in the March report comparable to prior periods.