DB Media & Online #what‘s appening: WPP/Meta, SPGG/Open Access & assets sale, DHER, TRN, CAN+/AMZN

研报英文原文证据摘录

DB Media & Online #what‘s appening: WPP/Meta, SPGG/Open Access & assets sale, DHER, TRN, CAN+/AMZN

Deutsche Bank

Research

Europe Industry Date

Germany 24 June 2026

United Kingdom DB Media & Online

Periodical

Media and Online #what's appening

WPP/Meta, SPGG/Open Access &

assets sale, DHER, TRN, CAN+/AMZN

Silvia Cuneo

Newsflow, overnight research, valuation comps - if you'd like to discuss any of the

Research Analyst

following in more detail or require models, please get in touch with Gareth, Nizla, +44-20-754-73770

Steve or Annabel. Our contact details are listed in the right-hand margin.

Nizla Naizer

WPP (Buy, last close: 263.10p): New expansion of its Meta partnership with WPP

+44-20-754-12403

the first ad partner to pilot Meta’s new creative strategy/optimisation solution

directly within the WPP Open platform. Looks part of the broader trend of deeper Gareth Davies

partnerships between agencies (and/or media players more generally) and tech Research Analyst

partners. We assume the announcement coincides with Cannes Lions messaging +44-20-754-11560

and shows WPP continues to proactively upgrade its AI/platform-based offering. Steve Liechti

The planned integration makes sense in our view, given Meta ad growth (1Q global Research Analyst

ad impressions +19%) and ability to drive important campaign performance on the +44-20-7541-1549

Meta platform allowing creative real time insights and brand data/history. Unilever Annabel Hames

(Hold, last close 4,453.5p) is the first client to trial the integration. Research Analyst

+44-20-754-11574

Springer Nature (Buy, last close: EUR18.60): Positive press release highlights Tarun Mittal

SPG strong positioning in Open Access agreements, driving good HSD Research Research Associate