Investors See Ad-Agency Groups as Top AI Losers in European Media -- Market Talk

Dow Jones
02/02

1109 GMT - Investors see advertising-agency groups as the biggest losers from artificial intelligence within the European media sector, Barclays analysts say, citing their own survey. WPP, Omnicom and Publicis, in that order, ranked as the top three AI losers in a Barclays-sponsored survey conducted by Qualtrics, the analysts say. WPP and Omnicom are seen as AI losers by 74% and 70% of the survey respondents, and no respondents considers them AI winners, according to Barclays. Regarding Publicis, half of respondents put it as an AI loser, but 35% have a neutral view and 16% see it as a winner, Barclays says. "No major surprises for us here," the analysts say. "We agree with investors and believe that agencies are among the most challenged; we prefer Publicis to Omnicom and WPP." Publicis rises 1%, and WPP falls 2.4%. (adria.calatayud@wsj.com)

 

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February 02, 2026 06:09 ET (11:09 GMT)

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