AI to Drive Account Consolidation Among Ad Agencies -- Market Talk

Dow Jones

01/16

1550 GMT - Artificial intelligence is likely to usher in a decade of unprecedented account consolidation in the advertising industry, J.P. Morgan analysts say in a research note. Investors' AI concerns when it comes to ad agencies are overstated, but the technology will drive changes in the industry, JPM says. The cost of producing an ad will go down with AI, but big brands will continue to invest in better and more-personalized ads and will still need independent ad agencies to organize and optimize campaigns across multiple channels, the analysts say. As a result, media and creative consolidation is likely to increase, JPM says. Publicis seems the best placed among ad groups for AI, chiefly because of its differentiated data offering, according to JPM. Publicis shares fall 0.1%. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

January 16, 2026 10:50 ET (15:50 GMT)

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Morgan analysts say in a research note. Investors' AI concerns when it comes to ad agencies are overstated, but the technology will drive changes in the industry, <a href=\"https://laohu8.com/S/JPM\">JPM</a> says. The cost of producing an ad will go down with AI, but big brands will continue to invest in better and more-personalized ads and will still need independent ad agencies to organize and optimize campaigns across multiple channels, the analysts say. As a result, media and creative consolidation is likely to increase, JPM says. Publicis seems the best placed among ad groups for AI, chiefly because of its differentiated data offering, according to JPM. Publicis shares fall 0.1%. 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Morgan analysts say in a research note. Investors' AI concerns when it comes to ad agencies are overstated, but the technology will drive changes in the industry, JPM says. The cost of producing an ad will go down with AI, but big brands will continue to invest in better and more-personalized ads and will still need independent ad agencies to organize and optimize campaigns across multiple channels, the analysts say. As a result, media and creative consolidation is likely to increase, JPM says. Publicis seems the best placed among ad groups for AI, chiefly because of its differentiated data offering, according to JPM. Publicis shares fall 0.1%. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4009":"广告","PUBGY":"Publicis Groupe S.A."},"translate_title":"人工智能将推动广告公司之间的客户整合——Market Talk","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PUBGY":0.9},"content_text":"1550 GMT - Artificial intelligence is likely to usher in a decade of unprecedented account consolidation in the advertising industry, J.P. Morgan analysts say in a research note. Investors' AI concerns when it comes to ad agencies are overstated, but the technology will drive changes in the industry, JPM says. The cost of producing an ad will go down with AI, but big brands will continue to invest in better and more-personalized ads and will still need independent ad agencies to organize and optimize campaigns across multiple channels, the analysts say. As a result, media and creative consolidation is likely to increase, JPM says. Publicis seems the best placed among ad groups for AI, chiefly because of its differentiated data offering, according to JPM. Publicis shares fall 0.1%. (adria.calatayud@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 16, 2026 10:50 ET (15:50 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}