European Media: Media news you missed?

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European Media: Media news you missed?

Equity Research

12 June 2026

European Media

Media news you missed?

We rewind the key news from this week including Just Eat's

appointment of WPP, record World Cup for ITV, WMG's

acquisition of Sureel AI, continuation of UMG and Sony European Media NEUTRAL

vs. Suno AI, Wolters Kluwer expanding AI offering, Ubisoft European Media

downsizing, and Amazon Leo receiving a waiver. Julien Roch

+44 (0)20 3134 3323

julien.roch@barclays.com

Barclays, UK

Companies in the headlines & related names: Omnicom, WPP, Publicis, ITV, UMG, Nick Dempsey

JC Decaux, Wolters Kluwer, Pearson, Ubisoft, Embracer, SES +44 (0)20 3134 5888

nick.dempsey@barclays.com

Company earnings: Informa Barclays, UK

FIGURE 1. Calendar for next week Bernd Klanten

+44 (0)20 3134 0172

Date Company Event bernd.klanten@barclays.com

Barclays, UK 18/06/2026 Informa AGM Trading Update

Source: Company data, Barclays Research Vivek Panchal

+91 (0)22 6175 4230

vivek.panchal@barclays.com

Ad Agencies

Dentsu revives 360i as a special social unit

Adage, 10/06/26

What happened? Dentsu is reintroducing the 360i brand as a small, specialist social team

within its network, led by WPP's former Ogilvy executive Christine Cotter, to recapture work

increasingly going to boutique agencies. The unit will operate flexibly, either standalone or

embedded within Dentsu, using a lean structure and fixed-fee model designed to offer faster

turnaround, senior access, and AI-native capabilities while testing new ways of working that

could influence the broader group.

Our take: A "start-up" based on AI and fixed-fee model to compete against boutique agencies

that are not burdened by legacy issues is an interesting strategy for Dentsu. If successful, we

would expect other HoldCos to follow suit.