European Media and Internet AI Exposure in Focus

This report analyzes AI risk and opportunity in the European Media & Internet sector using a new segment-level scoring framework. It highlights companies with mispriced AI exposure and strong capital return potential.

Key Takeaways

• 1.AI exposure assessment framework shows resilience in many European Media & Internet companies, with new revenue streams from product deployments.
• 2.Sector demonstrates low leverage and high shareholder returns, with buybacks averaging 5% of market cap.
• 3.GS identifies mispriced AI exposure in stocks including Scout24, RELX, Omnicom, Auto Trader, Publicis, Pearson, and SPG.

Table of Contents

• Overview of European Media & Internet
• Applying a new AI framework: RELX, Scout24 and Omnicom among stocks with mispriced AI exposure
• AI scores for European Media & Internet
• Capital allocation and corporate activity in focus
• ITV: GSe 2027 earnings below consensus
• Appendix - AI Methodology
• Disclosure Appendix

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