Daily MIC: World Cup Viewership Record Highs Continue; Australian Social Media Ban Faces Age Verification Hurdle; Meta, Dentsu Partner on Influencer Marketing Infrastructure

研报英文原文证据摘录

Daily MIC: World Cup Viewership Record Highs Continue; Australian Social Media Ban Faces Age Verification Hurdle; Meta, Dentsu Partner on Influencer Marketing Infrastructure

Media, Internet & Communications Daily July 7, 2026

TMT Research Guggenheim

GSTMTResearch@guggenheimpartners.com Daily MIC: World Cup Viewership Record Highs

Michael Morris, CFA Continue; Australian Social Media Ban Faces michael.morris@guggenheimpartners.com

804 253 8025 Age Verification Hurdle; Meta, Dentsu Partner on

Curry Baker Influencer Marketing Infrastructure 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 WMG: Morris highlights multiple positive catalysts ahead including potential Apple 804 253 1336 renewal, new Spotify agreement including AI super premium product, and additional AI

Grayson Glenn licensing opportunities

grayson.glenn@guggenheimpartners.com

804 253 8053 Key News Flow: FOXA, CMCSA, META, SNAP, GOOG/L, TikTok, DNTUY, UMG.AS,

WMG, CVC.AS, DIS, NFLX, PSKY, AMZN, ROKU

Upcoming Events:

Ticker Price Rating

WMG 27.40 Buy July 16: May Mobility (Virtual) - Guggenheim Analyst Taylor Manley will be hosting a

virtual group meeting with May Mobility CEO (Dr. Edwin Olson) and CFO (Mr. Thomas

Fennimore) to discuss the company’s proprietary technology, partnership approach, and

Autonomous Vehicle (AV) landscape more generally.

Please contact your Guggenheim Sales Representative for additional details.

LATEST RESEARCH - SNAPSHOT

WMG: Morris - Subscription Catalyst Path Remains Attractive; Refining FX

Assumptions (link) - We remain BUY rated on Warner Music shares with a $36 price target,