<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/9af467ebe257413d8519d129c3ac3031&quot; frameborder=&quot;0&quot; width=&quot;1660&quot; height=&quot;1245&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>1245</height><width>1660</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>1245</thumbnail_height><thumbnail_width>1660</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/9af467ebe257413d8519d129c3ac3031-7cbeb4a28ee7eed3.gif</thumbnail_url><duration>527.494</duration><title>SharePoints Forecast Update 051326</title><description>This Loom reviews advertising pacing and updates the forecast for Q2 2026 and beyond. Q2 improved for both the quarter as a whole, up four-tenths of a point, with May up two-tenths and June up 1.2 points, though some June movement may reflect data timing; the improvement appears across categories, regions, and all DMA size groups except declines in ABCs and independents and the South Atlantic region. Management notes mixed news on buys from AT&amp;T and mentions heavy ups from Comcast and Chevy, plus other market updates, while lowering the May estimate to minus 13% and holding June at minus 4.6%, still projecting the quarter to finish down 10.5%. For Q3 and Q4, they lower estimates to minus 12.1% for Q3 and minus 14.2% for Q4, citing weaker spend tied to high gas prices and Middle East related uncertainty.</description></oembed>