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Daily MIC: “Toy Story 5” Leads Box Office Resurgence; UBER to Anchor Lime IPO Investments- Report; World Cup Continues to Set New Viewership Highs; UFC 250 Draws 7M on Paramount+

发布日期: 2026-06-22研究机构: Guggenheim Securities LLC报告页数: 6原文语言: 英语证据页码: 3

研报英文原文证据摘录

Daily MIC: “Toy Story 5” Leads Box Office Resurgence; UBER to Anchor Lime IPO Investments- Report; World Cup Continues to Set New Viewership Highs; UFC 250 Draws 7M on Paramount+

MEDIA, INTERNET & COMMUNICATIONS DAILY

June 22, 2026

SNAP: Snap spins off AI video team into new company, Dotmo, due to costs (Tech Crunch)

- Snap will be spinning off an internal generative AI video team into a separate company.

The new company — dubbed Dotmo — will focus on developing AI models that can

create interactive gaming experiences, Snap told TechCrunch. Snap cited the high costs of

conducting such work internally as one of the reasons for the spinoff.

MSFT, GOOG/L: The AI search boom is fueling content budgets before media buys

(Digiday) - AI search may be the industry’s latest shiny object, but most marketers aren’t

spending heavily on AI search ads yet. Instead, those dollars are being routed to creators,

content, agency services and tools to influence how their brands are cited in LLMs.

WPP forecasts AI search advertising will become the industry’s fastest growing channel.

AI-generated answers are cannibalizing website traffic, clicks and conversions. Brands,

however, aren’t scrambling to pull dollars away from say, broadcast, or even paid search

to show up in Google AI Overviews or ChatGPT conversations. Instead, some brands are

repurposing the money that was funding website improvement and content to ensure that

material is more geared toward LLMs, said David Dweck, president at Go Fish Digital.

Agency execs aren’t yet convinced brands need to start carving out specific AI visibility

budgets — especially if they can hack it organically. OpenAI has rapidly grown its ads

program, but there are still questions around attribution, performance measurement and ad

inventory.

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