Summer Summary - Q2 updates: Google, Netflix, Comcast and AI Investment

from Unfiltered Media Podcast · host Justin Lebbon & Ian Whittaker

Justin Lebbon and Ian Whittaker run through Q2 results — Alphabet, Comcast, Netflix, Havas and Publicis — and unpack why soaring AI CapEx is spooking investors plus ad investment figures remain resilient despite the war and political uncertainty

Episode metadata supplied by the publisher feed · Published Jul 24, 2026

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Summer Summary - Q2 updates: Google, Netflix, Comcast and AI Investment

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