Search is sending fewer readers, and telecoms is shrinking to fewer, larger players.

Three shifts will shape the sector over the next two years: the steep fall in search traffic to publishers, telecom consolidation in Italy and France, and EU powers to fine AI model makers. Each one moves money, and each one needs a decision before spring.

The CEO page · three shifts, what they mean, what to decide

01Search

Google search is sending far fewer readers to publishers.

02Consolidation

Telecom consolidation is moving in Italy and France.

03Rights

Europe can now fine AI model makers that ignore its copyright duties.

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