The network closed the week ending July 25 with 16.21k visits across 65 sites, up 14.15% on the prior period, and 16.82k page views, up 14.81%. Median page load time across the whole estate was 2,864ms, effectively unchanged at a 0.88% improvement. That combination is the honest summary of the week: more people arrived, nothing meaningful changed about what happened once they … [Read more...] about Weekly Network Analytics, July 19 to July 25, 2026: Visits Up 14%
Reports
Adobe (ADBE) and Figma (FIG) Have Each Lost Roughly Half Their Value to a Competitor Set Worth $34 Million
Three companies now occupy the design tools market and they are separated by a single variable: how much of the design artifact is a proprietary file that only the vendor can open. Adobe sits at the maximum. Photoshop, Illustrator and InDesign formats have been the industry's storage layer for three decades, and the moat was never the software — it was that every agency, … [Read more...] about Adobe (ADBE) and Figma (FIG) Have Each Lost Roughly Half Their Value to a Competitor Set Worth $34 Million
Getty Images Kills the $3.7 Billion Shutterstock Merger Rather Than Sell the Editorial Business the UK Demanded
Getty Images has walked away from its $3.7 billion merger with Shutterstock, and the reason is instructive: the only way British regulators would approve the deal was for Shutterstock to sell the exact asset that made the deal worth doing. Getty declined. On June 30, the company's board unanimously resolved not to pursue a sale of Shutterstock's editorial business under the … [Read more...] about Getty Images Kills the $3.7 Billion Shutterstock Merger Rather Than Sell the Editorial Business the UK Demanded
Fox’s $22B Roku Deal: 4.6x Sales, Paid in 1.5x Stock
The headline number is $22 billion of enterprise value. The number that decides whether this works is the multiple. Fox is paying roughly 4.6 times trailing sales for Roku and funding part of it by issuing equity the market prices at about 1.5 times its own sales. That spread runs in the wrong direction, and it is the whole reason Fox became the worst performer in the S&P 500 … [Read more...] about Fox’s $22B Roku Deal: 4.6x Sales, Paid in 1.5x Stock
Tuesday Open: AI Earnings Engine Holds the Line as Iran Overhang Fades to Noise
U.S. equity markets return Tuesday from the Memorial Day break with the Dow Jones Industrial Average and the S&P 500 Equal Weight index both sitting at all-time highs, extending a rally that has persistently defied the macro headwinds that, on paper, should have broken it months ago. The short version: artificial intelligence earnings growth has been large enough and consistent … [Read more...] about Tuesday Open: AI Earnings Engine Holds the Line as Iran Overhang Fades to Noise
