The Guardian describes WPP as "beleaguered." An agency besieged by the tides of the market, surrounded by problems on all its sides.

WPP Restructures, becomes a single company- no longer a Holdco.

WPP Restructures, becomes a single company- no longer a Holdco.

The Guardian describes WPP as “beleaguered.” An agency besieged by the tides of the market, surrounded by problems on all its sides.

This comes after the announcement by CEO Cindy Rose that WPP would be consolidated under a single company; no longer will the organization be a holding company, but rather 4 different operating units working under the same umbrella. With one single P&L.

The implications of this move are far and wide. First, agencies will report into WPP Creative, which they hope will streamline communications and create stable workflows. Second, they will employ agentic AI to scale global workflows.

The focus here is to create an investment-grade balance sheet. One of the main motives behind this restructure is this.

This is what she had to say:

“Today, we are unveiling a bold plan for a simpler, more integrated WPP. Our intention is to stabilise the business…”

But there is a key line in the report, which implies that there are job cuts to be expected. While this may not come as a surprise, it is a stark reality that must be addressed. Here’s what she says,

“Our recent underperformance has been driven by excessive organizational complexity, a lack of an integrated operating model, and inconsistent strategic execution. While disappointing, I see huge potential as these issues are all within our power to fix and we’re already making great progress.”

The Future of the Creative

The future of the creative seems to be complex because, yes, attributing revenue to creativity isn’t easy. Even ads that can now be managed down to the tee cannot be 100% attributed.

And with AI, it seems like the creative has lost its purpose- if thinking is outsourced, where does the value lie?

Time will tell what the answer to this question is. One that is part existential and part financial.

After the Apple-Gemini Tie-Up, Samsung Follows Suit with Perplexity Partnership

After the Apple-Gemini Tie-Up, Samsung Follows Suit with Perplexity Partnership

After the Apple-Gemini Tie-Up, Samsung Follows Suit with Perplexity Partnership

Perplexity made an explosive comeback, just as the market decided it’s dead. Only this time it isn’t another model upgrade, but the dawn of a multi-AI ecosystem, powered by Samsung.

Within the last 24 hours, Samsung’s Galaxy S26 has become the talk of the market because of its privacy display. It’s a historic feat.

The new display hardware shields on-screen visibility for specific apps or the overall phone. The choice is the users to curtail their privacy. But what really added to the fire was its partnership with Perplexity.

The AI development company announced that it partnered with Samsung for its new “AI-first” S26 series. That technically signifies that the hardware will ship with Perplexity AI built in at the system level.

Users can toggle it through just one phrase: “Hey, Plex.”

Why does it matter, you may ask?

It’s the first time in Samsung’s tenure that it has offered OS-level access to a software that isn’t from them or Google. Users aren’t restricted to just one AI assistant; they can choose from multiple ones.

So, what role does Perplexity AI play?

Samsung’s Bixby leverages Perplexity’s API for different forms of complex queries across over 800 million devices as of now. Whether it’s web-based or generative. The assistant will handle all on-device actions, and for research and tasks, it’ll route them to Perplexity, which is running in the background.

What does it mean for S26 users?

Perplexity entails read/write access to all Samsung apps at an OS level. And it empowers Bixby’s search backends through its Sonar APIs. That means- even if users never end up touching Perplexity on Samsung, all of their queries will still flow through its cloud architecture.

That sounds like progress. But it might not be.

Samsung’s strategy mimics more of multi-party data harvesting. And with system-level permissions? The questions about privacy are more imperative than ever. Especially access that doesn’t come with an opt-in feature could turn out to be a red flag.

For now, while users are lost in the wave of this innovative piece of product, the Perplexity-Samsung deal isn’t hitting a dead end here. In Part 2 of the alliance, Samsung Internet is involved. Samsung users Perplexity’s API for browser control and offers the AI browser, Comet, as the default search engine. But one that’s optional.

AI that you choose, not one you’re stuck with.

Samsung is in league with Apple. But is it truly winning the software war? The balance between efficiency and true effectiveness will decide the winner.

Cindy Rose is Reinventing WPP, Once Again: Where Will the Creative Land This Time?

Cindy Rose is Reinventing WPP, Once Again: Where Will the Creative Land This Time?

Cindy Rose is Reinventing WPP, Once Again: Where Will the Creative Land This Time?

Is the end of the prolonged agency-wide transformation for WPP? Cindy Rose thinks so.

WPP recorded disappointing results- with £13.55 billion in revenue, which is an 8.1% YoY decline. To address the root cause of this decline, it was essential to acknowledge a decade-long transformation that the agency never seemed to think it would survive.

Multiple agency consolidations, including two McKinsey reviews. And 3 leadership changes.

Looks like Rose is still holding on to the drowning boat. While the market is skeptical, she is hopeful, especially as she unveils WPP’s “Elevate28” strategy.

Because the root cause of this chaos is being relevant. Cindy Rose realizes that what worked in the past won’t work for WPP today. It’s an awakening that several marketers are gradually coming to. She isn’t alone in this predicament.

The plan starts with an official announcement of WPP Creative- its umbrella unit that will house all of WPP’s creative networks (Ogilvy, VML, and AKQA).

Rose’s strategic vision with this move is to move the agency from being a traditional holding company. As of now, the plan is to pivot into being a single operating company with 4 foundational blocks: Media, Creative, Production, and Enterprise Solutions.

But make no mistake. It isn’t another brand consolidation tactic. WPP’s CEO is doubling down on that. WPP is more like an operating system that’ll help these agency brands gauge WPP’s capabilities while operating as singular agencies and dealing with clients as such. No mergers. No consolidation. Only a structural revamp to present integrated offers.

The move is structural. But that’s an understatement.

What WPP historically saw was massive competition between these brands. And WPP Creative is the modus operandi to eliminate that. One that erases internal silos along with duplicated global + regional layers. Even back-office functions will come together.

As Rose cites a structural cost savings of up to £500 million by 2028, she asserts that £400 million of it is for the restructuring job. The other two priorities are realigning their investments in high-growth areas and talent.

In this vamped framework, Rose doesn’t address WPP as an advertising company. But introduces the plan under a renewed vision: “Our mission is now to be a trusted growth partner for our clients in the era of AI.”

The promise is to “put an end to the job” within the next 18 months. As the workforce (or maybe even clients) takes the brunt of this transformation fatigue, will Cindy Rose’s bold promise come through?

NVIDIA Beats Wall Street Expectations, Again

NVIDIA Beats Wall Street Expectations, Again

NVIDIA Beats Wall Street Expectations, Again

NVIDIA reported a record $68 billion quarter, showing its grip on AI demand. But even stellar results don’t erase questions about the sustainability of the AI boom.

This week’s earnings from NVIDIA Corporation were supposed to be the moment of truth on the AI boom. And the numbers delivered.

Revenue jumped past $68 billion, beating Wall Street’s hopes and proving, for now, that demand for AI compute isn’t cooling. The company’s data centre business covered a bulk of that growth. That says a lot, especially how entrenched NVIDIA has become at the centre of modern AI infrastructure.

If you squint at the headlines? That looks like a victory lap, but context matters.

NVIDIA is not just outpacing expectations this quarter. It’s doing so even as scepticism about the wider AI investment wave hangs over markets. After months of talk about an “AI bubble,” it’s tempting to read these results as definitive proof that the boom was real all along. But the nuance here is important.

The strength in NVIDIA’s reports comes from raw demand- big cloud providers, hyperscalers, and enterprise customers are still buying chips to train and run AI systems. That’s not speculative, that’s capital actually spent.

Yet investors didn’t jump up and down after the numbers. Stock moves were modest. That tells you expectations are already sky-high, and any hint of future slowing or margin pressure gets amplified.

There’s also a bigger question few CEOs can answer in a quarterly call: what happens when this build-out phase ends?

NVIDIA’s boss has leaned into the idea that AI compute isn’t just a fad- it’s the backbone of a broader productivity shift. But long-term use cases that generate reliable revenue beyond selling chips remain a bet.

So yes, this quarter looked strong.

Yet the measured reaction suggests the market is telling a simple truth: strong earnings don’t erase deeper debates about how durable the AI economy really is. That’s the real story behind NVIDIA’s numbers.

Anthropic's COBOL Claim Sends IBM's Stocks Plummeting

Anthropic’s COBOL Claim Sends IBM’s Stocks Plummeting

Anthropic’s COBOL Claim Sends IBM’s Stocks Plummeting

IBM shares slid sharply after Anthropic claimed its AI can modernize COBOL systems. The selloff reveals deeper anxiety about legacy tech models in an AI-first world.

When International Business Machines shares tumbled after an announcement from Anthropic, it wasn’t because IBM missed earnings. It was because the market suddenly questioned something more structural.

Anthropic said its AI tools can help modernize COBOL code- the decades-old programming language that still runs core systems in banks, insurers, and governments. That might sound niche. It isn’t. COBOL modernization has long been slow, complex, and expensive. IBM has built a durable business around supporting and upgrading those legacy environments.

So when an AI firm suggests it can compress years of manual migration work into something far faster, investors don’t wait for proof. They react to the possibility.

IBM’s drop was sharp.

The scale of it says more about market psychology than immediate revenue risk. COBOL systems are deeply embedded. Enterprises don’t rip out mission-critical infrastructure overnight. AI can escalate parts of modernization. But oversight, compliance, and risk management still demand human involvement.

But here’s the nuance.

IBM’s strength has always been stability. Predictable enterprise contracts. Long-cycle infrastructure. Recurring services revenue. Anthropic’s pitch introduces uncertainty into that predictability. If AI tools reduce the labor intensity of modernization, margins in consulting and legacy support could tighten over time.

That doesn’t mean IBM is obsolete. It means the competitive terrain is shifting.

The real issue is perception. AI firms are now positioning themselves not just as product innovators, but as efficiency engines for legacy transformation. That reframes the value chain. Suddenly, AI isn’t just additive. It’s potentially deflationary for traditional service models.

IBM has navigated platform shifts before. Mainframes to services. Services for hybrid cloud. It understands reinvention. But the speed of AI iteration differs. Markets are pricing that speed, not today’s fundamentals.

This episode isn’t about COBOL alone. It’s about what happens when generative AI starts targeting the most entrenched corners of enterprise IT. Investors are asking a simple question: if AI can rewrite the past faster than consultants can bill for it, who captures the value?

Right now, the market isn’t sure IBM will.

Orange and Samsung aim to grow European Open RAN networks

Orange and Samsung aim to grow European Open RAN networks

Orange and Samsung aim to grow European Open RAN networks

The agreement between Orange and Samsung to scale Open RAN deployments across Europe in 2026 is being reported as a partnership announcement. We think it is something with higher stakes than that.

Orange has committed to a RAN renewal tender covering all its European country sites this year, requiring every submitted solution to carry Open RAN support. The addressable scope is approximately 10,000 sites. That is not a pilot. That is a procurement posture that will force every vendor operating in European telecoms to respond to it.

The technical architecture is worth understanding. Samsung’s AI-powered vRAN solution runs on Intel Xeon 6 processors, deployed on single commercial off-the-shelf servers from Dell and managed through a Wind River cloud platform. The design compresses what previously required significant physical infrastructure into a single server, reducing power consumption and operational footprint simultaneously. For operators facing European energy costs that have not returned to pre-2022 levels, the efficiency argument is not secondary to the performance argument. It may be primary.

The two companies have been working together in live environments since 2023, completing their first 4G and 5G calls on a virtualised Open RAN network in southwestern France last July, following laboratory testing in Lyon. The groundwork was laid quietly. The announcement this week is the acceleration.

Open RAN’s original promise was a political and economic one as much as a technical one: give European operators a credible path away from dependence on a small number of dominant infrastructure vendors. That promise has taken longer to materialise than anyone publicly admitted it would. Integration complexity, multi-vendor management challenges, and the sheer inertia of existing network contracts kept most operators in a cautious holding pattern.

What Orange is doing by writing Open RAN support into a continent-wide tender is changing the terms of that holding pattern for everyone. Carriers that were waiting to see who moved first now have an answer.

The second-order effect is on the vendors who are not Samsung. The tender is open. The requirement is set. The question is whether Europe’s network infrastructure market is about to get meaningfully more competitive, or whether the complexity of Open RAN at scale simply consolidates around a new short list of winners.

The field will tell us. The timeline is this year.