Media & Internet: C-Suite TMT Conference preview & handbook

研报英文原文证据摘录

Media & Internet: C-Suite TMT Conference preview & handbook

Accessible version

Media & Internet

C-Suite TMT Conference preview &

handbook

Industry Overview

Welcome to London 08 June 2026

We are hosting our 2026 C‑Suite TMT Conference on 9–11 June at BofA’s London Equity

offices. The event will feature a series of analyst‑moderated fireside chats with senior Europe

management. Company representatives will also be available for one‑on‑one and small Media & Internet

group meetings. In 2026, we will host 70 companies across TMT (+27% YoY), including Adrien de Saint Hilaire >>

16 from the broader Media & Internet sector. In this note, we preview key themes and Research Analyst

provide investors with a list of relevant questions and discussion topics. Please refer to MLI+44 (UK)20 7995 7994

the agenda overleaf for further details. adrien.de_saint_hilaire@bofa.com

#1 Seeking reassurance as the AI debate rumbles on DavidResearchAmira,AnalystCFA >>

According to BofA’s latest fund manager survey, media remains the most underweight MLI+44 (UK)20 7995 7559

sector on a relative basis. This appears primarily driven by sentiment rather than david.amira@bofa.com

fundamental AI‑related disruption. Encouragingly, investor meeting demand across the

sector is broadly stable or trending higher versus 2025. Across publishers, information

services, agencies, and classifieds, we expect discussions to focus on: (1) The tangible

financial impact of AI (both incremental revenue opportunities and cost efficiencies) (2)

The resilience of competitive positioning and the sustainability of core offerings. In legal

tech, Harvey should provide valuable insight into AI‑driven competitive dynamics

relevant to our top sector picks, RELX and Wolters Kluwer. Within agencies, Publicis’