Ever wondered what it's really like when the industry gets together in person? This is your access pass to the moments between the main stage presentations—the hallway conversations, the candid interviews, and the relaxed discussions that happen when people are connecting face-to-face. We captured it all this summer: the networking energy, the behind-the-scenes insights, and the spontaneous conversations that often matter more than the scheduled programming. From coast to coast to the French Riviera, these are the authentic moments that shaped the year's biggest conversations.
Rewind Moments: The Events You Can't Miss 🍾
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- Disney Upfront - Where streaming strategies and traditional advertising collided in ways that surprised everyone in the room, revealing how entertainment giants are reshaping their approach to content and monetization 🏰
- TribecaX - The intersection of storytelling and innovation that showcased where creative content is actually heading, bringing together filmmakers, brands, and tech pioneers to explore new narrative possibilities 🎬
- Cannes Lions International Festival of Creativity - Industry leaders gathered on the French Riviera to celebrate the campaigns and ideas that defined the year's creative breakthroughs, while networking sessions and panel discussions set the agenda for what's next 🦁
📰 Stories of the Summer
Marvel returns to form as ‘Fantastic Four’ soars to $118 million at the box office
Marvel Studios’ “The Fantastic Four: First Steps” took the top spot at the box office this weekend, knocking DC Studios’ “Superman” to second place.
Samantha Masunaga
The Apple Sports app now offers tennis scores, just in time for Wimbledon
Apple is aiming to make it easier for you to track your favorite teams and leagues from the app’s home page.
Kris Holt
Google Stock Clears Major Hurdle, Yet One Serious Concern Remains
This week, Google cleared a major hurdle with Search accelerating from 10 points of growth last quarter to 12 points this quarter -- putting to rest many doubts that Search monetization is at risk given the popularity of apps such as Chat-GPT with 600 million active users (and counting). After hours, the stock was flat given Google’s current capex spend would take nearly 5 years to pay back at Google Cloud’s current growth rate. However, while the puts and takes caused a neutral reaction, one risk remains for Google that all tech investors should not overlook. While the market has been distracted by Search and Google Cloud, there is one key area where Google has lost major real estate that remains the predominant concern. I’ve dug this up for you below.
Beth Kindig
☀️Tomorrow on ATM
All the insights you need (p.s🤫: it's a two-parter)
XOXO,
