July 2025

Microsoft Shines Again with Massive AI Investment & Earnings

Microsoft exceeded expectations in Q2 2025, reporting $76.4B in revenue (up 18%) and robust Azure growth. The company plans to invest over $100B in AI infrastructure and data centers next year.

Source: https://www.theguardian.com/technology/2025/jul/30/microsoft-q2-2025-earnings

Meta’s Stock Rockets on AI-Powered Ad Revenue

Meta delivered 22% revenue growth, EPS up 38%, leading to an 11% surge in its stock. It raised its revenue outlook and doubled down on AI-driven ad efficiency.

Source: https://www.investors.com/news/technology/meta-stock-q2-2025-earnings-ai-facebook-zuckerberg

Meta Rolls Out “Superintelligence Labs” for AI R&D

Meta is building a mega AI research facility (Hyperion), backed by investments of hundreds of billions, to pursue “personal superintelligence.”

Source: https://www.thetimes.co.uk/article/mark-zuckerberg-is-building-a-tech-super-lab-dont-ask-what-for

Reddit Forecasts Strong Revenue on AI Ad Strength

Reddit expects Q3 revenue of $535–$545M—above estimates—thanks to AI-enhanced ad technologies driving engagement and advertisers’ confidence.

Source: https://www.reuters.com/business/media-telecom/reddit-forecasts-strong-revenue-ai-driven-ad-strength-shares-surge-2025-07-31

Google June 2025 Core Update Completes Rollout

Google officially confirmed its June core update (rolling out June 30–mid‑July), integrating MUVERA and Graph Foundation Model to improve relevance without major upheaval.

Source: https://searchengineland.com/google-june-2025-core-update-rollout-is-now-complete-458617

SEO Impact: Recovery for Some Sites, Big Losers

Analysis of the Core Update shows independent publishers gaining visibility, while Amazon, LinkedIn and other big ecommerce/YMYL sites saw major drops.

Source: https://www.amsive.com/insights/seo/june-2025-core-update-winners-losers-trends

AI Is Rapidly Disrupting Traditional SEO

AI chatbots and aggregated overviews are reducing search traffic by as much as 70%, forcing marketers to diversify across platforms beyond Google search.

Source: https://www.theaustralian.com.au/business/technology/ai-is-killing-google-search-is-your-business-next/news-story/f4019e65523d7374a21493844176f8f3

GEO (Generative Engine Optimization) Emerges as SEO Strategy

Brands are adopting Generative Engine Optimization to ensure visibility in AI-generated answers, using AI metadata and structured content to appear in LLM responses.

Source: https://en.wikipedia.org/wiki/Generative_engine_optimization

Cannes Lions 2025 Highlights AI, Sports, and Creator Economy

At Cannes, AI automation in advertising, live sports sponsorships, and creator-driven campaigns dominated discussions—brand safety, notably, was absent.

Source: https://www.businessinsider.com/cannes-lions-2025-recap-ai-sports-brand-safety-2025-6

Semrush Named Top SEO Tool & Introduces Full‑Funnel Analytics

Semrush ranks #1 in TechRadar’s best SEO tools of 2025 and rolled out full‑funnel analytics plus AI-powered content insights in its June update.

Source: https://www.techradar.com/news/best-seo-tool