← Browse archive TRAFFIK Intel Brief · 2026-W26
VOL. 8 · ISSUE 008

The Weekly Intel Brief

2 days · Cannes Lions 2026 wraps
6 days · Colorado primary ballots due
7 days · Grad PLUS ends + $100K graduate cap
TODAY'S LEAD

At Cannes this week OpenAI declared itself an advertising business and projected $100B in ad revenue by 2030, making it a third walled garden next to Google and Meta. For a full-service shop, the media-buying moat just got narrower, and the work that survives is the work worth keeping.

The Cannes Croisette at golden hour, festival banners along the waterfront, editorial wide shot
The biggest week on the advertising calendar doubled as a warning shot. At Cannes Lions, OpenAI made its festival debut and its chief revenue officer told the room the company is in the advertising business now, projecting $2.5B in ad revenue for 2026 on a path it says reaches $100B by 2030. The ChatGPT ads platform passed $100M in annualized US revenue within weeks of its February launch, and OpenAI's pitch is that a large share of ChatGPT queries already carry direct commercial intent, which puts a third walled garden next to Google and Meta on the surface where buyers increasingly start. Meta answered on June 23 with Brand Memory, an AI that learns a brand's creative identity to hold consistency at scale, an end-to-end creative workspace, and a $4.13 return on every ad dollar drawn from over a million campaigns. Behind both, the holding companies, WPP, Omnicom, Smartly, and Magnite, all shipped buy-side agents that make and execute media decisions rather than just assist them. The throughline is plain. The keystroke work of media buying is being absorbed by software on a visible timeline, so for a mid-size full-service shop the defensible work moves up the chain to brand, strategy, creative, first-party data hygiene, and the judgment to direct AI agents rather than compete with them. The proof is in the awards too. The Cannes jury handed the Health Grand Prix to a skincare brand's honesty play that called out the category's nonsense, not to an AI demo. The agencies that win the next year are the ones selling judgment, not keystrokes. —LM
By the numbers
$2.5B
OpenAI's projected 2026 ad revenue as it declares itself a third walled garden at Cannes
on a path OpenAI projects reaches $100B by 2030, putting it next to Google and Meta
$2.23B
spent so far on the 2026 midterm ad cycle, with connected TV now 27% of every dollar
CTV at $612.97M already runs ahead of cable and all digital combined
$617.2B
record 2025 US charitable giving, with human services at an all-time-high 15% share
the first year giving topped $600B, and human services passed education at 14%

In this issue

Clients · CLEVER CARE · CALVEBA · ETERNAL HEALTH · TOI · VOOM · ALIGNMENT · BCBSM · EDWARDS · JENAVALVE · PIH · SCFHP · LLU · BALT
Pulse
No fresh in-window news from Alignment, BCBSM, Edwards Lifesciences, JenaValve, Balt, PIH, SCFHP, LLU, or VOOM this week, so we held them rather than cite stale items. The vertical's signal is the federal funding squeeze landing in provider budgets at the same moment 2027 AEP prep formally opens, a network-stress story and a distribution race running on the same clock.

Rural hospitals start pricing the federal Medicaid cuts, and one Mercy facility projects a $1M hit next year.

Rural hospitals began putting real dollars to the One Big Beautiful Bill Act's roughly $1 trillion in federal health-care reductions. One Mercy Hospital executive projected a $1 million FY27 impact from Medicaid cuts at a single facility, driven by work-requirement disenrollment turning covered patients into uncompensated care. CMS projects 2.3 million people lose Medicaid in 2027.

The Oncology Institute earns a Needham upgrade to a $7 target on 41% revenue growth.

On June 17 Needham raised its TOI price target from $5 to $7 with a Buy rating, after Q1 2026 revenue grew 41.2% year over year to $147.44M and the company beat earnings expectations. Needham cited 130,000-plus lives and a provider portal launching in the third quarter, which could drive pharmacy volume, as catalysts barely reflected in current guidance.

2027 AEP certification season opens as Aetna's broker program goes live June 23.

Aetna's 2027 Individual Medicare certification went live June 23 on its new Aetna Academy platform, opening the broker certification window that decides shelf position for the fall. The national carriers are now competing for the same agent bandwidth our smaller plans need to lock before the summer ends.

Our take
The Medicaid cuts are not just a provider problem, they reshape who is shopping for coverage and how stable the networks our plans sell actually are. With 2.3 million people set to lose Medicaid in 2027, the dual-eligible pool grows and the safety-net hospitals our members rely on get thinner, which makes network stability a real differentiator a member-first plan should claim now. TOI's Q1 results and Needham's upgrade prove the value-based model the whole vertical keeps circling actually pencils out, and Clever Care should be studying it as a partnership template, not a competitor headline.
What we ship
Build CalVEBA a benefits-stability brief that contrasts steady employer-trust coverage with Medicaid volatility, and send Clever Care a read on the dual-eligible opening as disenrollment converts to MA-eligible seniors, both by Mon Jun 30. Draft broker-facing 2027-certification outreach for Clever Care and Eternal Health that positions each plan's differentiated benefits before the giants absorb agent bandwidth. Brief Clever Care's executive team on TOI's capitated-oncology model as a California partnership template.
Forward this →
Clever Care · CalVEBA
Rural hospitals are now putting real numbers to the federal Medicaid cuts, one projects a $1M hit next year, with 2.3M people set to lose Medicaid in 2027. Want a network-stability brief for members plus a read on the new dual-eligible opening, before competitors frame it first?
Clients · KDOT · STATE OF COLORADO · GRAND JUNCTION · JOHN WAYNE AIRPORT
Pulse
Grand Junction and John Wayne Airport produced no primary-sourced item inside the seven-day window, so we held them rather than cite an unverifiable post. KDOT's Drive to Zero safety program continues to track well into mid-year and is worth a progress story once we confirm the live figures with the client. The week's real money signal is Colorado, where the primary is less a campaign for us to run than a market condition every Colorado buy plans around through June 30.

Colorado's June 30 governor primary hits its final week as a $20M-plus spending war with deadlocked polls.

Six days out, the Bennet-Weiser Democratic primary has become a $20M-plus contest. A Bennet-aligned super PAC funded with more than $4.5M from Mike Bloomberg has spent $7,462,203, mostly on advertising, while Weiser spent over $920,000 on TV, radio, digital, and print in the first half of June. Two polls disagree, one June 1-2 survey has Bennet up six, an earlier one has Weiser up eight, with roughly a quarter of voters undecided.

KDOT closes 18.8 miles of K-177 for a $9.5M rebuild, putting a 70-mile detour on central Kansas through November.

On June 16 KDOT closed an 18.8-mile section of K-177 from U.S. 50 near Strong City to U.S. 56 near Council Grove for a $9.5 million reconstruction and bridge replacement by Bergkamp Construction of Wichita. Thru traffic now runs a state-designated detour of just under 70 miles, about an hour added, until the highway reopens in November.

Our take
The K-177 closure is the kind of routine government work that converts into visible proof of stewardship, five months of detour disruption reframed as KDOT investing in safer roads, and that travels on local social and earned media. The sharper money move is Colorado, where the June 30 primary is pushing CPMs up and avails down across Denver, Colorado Springs, and the Western Slope, so any non-political Colorado messaging this month should shift weight to after the primary or pay the crowded-auction premium.
What we ship
Ship KDOT a detour-safety social post and local-media note framing the K-177 closure as a long-term safety investment, with a route map covering U.S. 56 and U.S. 77 and a give-the-crews-room reminder, by Sat Jun 27. Pull current Colorado CTV and broadcast CPM and avail trends and send State of Colorado, Grand Junction, and Colorado Mesa a pacing memo on protecting efficiency until June 30 clears. Confirm KDOT's mid-year Drive to Zero numbers before proposing a progress story.
Forward this →
KDOT
Your K-177 reconstruction closed 18.8 miles this week and routes thru traffic onto a 70-mile detour through November. Want a detour-safety social post and local-media note, with a route map, that turns five months of disruption into proof KDOT is investing in safer roads?
Clients · MIRACLES FOR KIDS · BREATH OF SPIRIT
Pulse
No fresh in-window news from Miracles for Kids or Breath of Spirit this week, so the sector data carries the section. The Giving USA release is the signal worth acting on, human services pulling its highest-ever share of a record giving year tells us donor appetite for causes like MFK is strong, while the participation decline says cultivation of known donors beats broad acquisition.

Giving USA puts 2025 US charitable giving at a record $617.2B, with human services at an all-time-high 15% share.

Giving USA's 2026 report shows total US charitable giving reached $617.2 billion in 2025, topping $600B for the first time. Human services climbed to a record 15% share, passing education at 14%, and bequest giving jumped 19.7%. Individuals plus bequests still drive 74% of all dollars, even as everyday-donor participation keeps declining and large gifts concentrate at the top.

Our take
The record human-services share is a positioning gift, MFK can say, on hard national data, that donors are sending more to causes like ours than at any point on record. The bequest surge is the quieter opportunity, nearly 20% growth in legacy giving argues for a planned-giving conversation MFK has not yet had, and the concentration trend says the smart summer move is naming and cultivating the donors already in the file rather than chasing new ones.
What we ship
Build Miracles for Kids a donor-facing stat block on the human-services record for summer stewardship, and a major-gift and legacy-giving one-pager that uses the 19.7% bequest growth to open a planned-giving track, both ready by Wed Jul 1. Flag the question of whether MFK wants to stand up a formal legacy-giving program this year.
Forward this →
Miracles for Kids
Giving USA just reported US giving hit a record $617.2B, with human services at its highest-ever 15% share and bequests up nearly 20%. Donors are sending more to causes like yours than ever. Want a donor-facing stat block for summer stewardship plus a major-gift and legacy-giving one-pager built on the new data?
Clients · SEQUEL BRANDS (PILATES ADDICTION · BODY20 · IFLEX · BEEM · ULTIMATE LONGEVITY CENTER)
Pulse
SEQUEL's other concepts (Body20, iFlex, Beem, Ultimate Longevity Center) had no hard in-window news we could cite cleanly, and the trade story shaping franchise-buyer perception this month is Franchise Times' June package on brands deliberately slowing growth to protect franchisee profitability, a direct contrast to the Xponential-era expansion playbook.

Club Pilates signs a 70-unit, PE-backed deal that crowds the same Pilates corridor SEQUEL is targeting.

Developer Saber Ammori formed Renew Fitness with private-equity firm Cohere Capital and signed a 70-unit Club Pilates agreement. Combined with 14 existing NYC-area studios, Renew now controls up to 84 studios targeting Michigan, Maryland, and New York, one of the largest multi-unit deals in Xponential's history, with leadership citing how much Pilates whitespace is left in the US.

Our take
The Club Pilates deal is demand validation and a warning in one. The same whitespace thesis Pilates Addiction is built on just attracted institutional money at the operator level, in markets SEQUEL is targeting, from a better-capitalized franchisor, so speed matters in overlapping territories. The cleaner long game is positioning, the industry is publicly turning from hypergrowth toward franchisee economics, and Anthony Geisler can own that arc, the operator who built the growth model now building the accountability one, before a competitor claims it.
What we ship
Flag the Renew Fitness deal to Anthony and the Pilates Addiction team as validation plus competitive pressure, and if SEQUEL holds overlapping Tri-State or Midwest territories, accelerate franchisee commitments there now. Draft a franchisee-first positioning memo for Geisler that contrasts SEQUEL's development pace with the Xponential-era model, ready as a byline pitch to Franchise Times or Athletech, by Thu Jul 2.
Forward this →
SEQUEL Brands
Club Pilates just signed a 70-unit, PE-backed deal in markets you are targeting, so the Pilates whitespace is getting claimed fast. Want a franchisee-first positioning memo that contrasts your development pace with the hypergrowth playbook, plus a push to lock overlapping territories now?
Clients · CHAMPLAIN · COLORADO MESA · CSUN · UVA · KANSAS STATE · CENTRAL WASHINGTON · UMAINE
Pulse
No major in-window developments surfaced for Colorado Mesa, CSUN, Central Washington, UVA, or the University of Maine this week. The demographic-cliff data that framed the vertical earlier this month still holds, and the July 1 loan overhaul now puts a hard date on the graduate-yield squeeze that data predicted.

The Grad PLUS cliff is now seven days out, capping new graduate borrowing at $100K from July 1.

From July 1 Grad PLUS ends for new borrowers, with annual federal limits dropping to $20,500 for graduate students and $50,000 for professional students and a $100,000 lifetime cap on graduate borrowing. National data already shows master's enrollment slipping before the change, so the financing gap lands on programs that are losing ground.

Kansas Regents confirm K-State's 4% increase, and because peers go higher, K-State gets a relative price edge.

On June 17 the Kansas Board of Regents approved tuition increases at five of six state universities. K-State's 4% adds $211.95 per semester for $5,512.50 in resident tuition per semester in 2026-27, below the University of Kansas at 4.8%, Wichita State at 4.9%, and Fort Hays State at 6%.

Champlain closes its Montreal and Dublin campuses June 30 as a new 30-credit academic model goes live.

Champlain concludes operations at its Montreal and Dublin campuses on June 30, replacing them with a Temple University partnership for international study. The closure coincides with a new academic model launching with the Fall 2026 class that embeds 30 flexible credits into every degree, an identity shift that lands on the incoming class first.

Our take
The July 1 loan overhaul turns the graduate-enrollment slide from a slow trend into a deadline. Ending Grad PLUS and capping graduate borrowing at $100K hits master's and professional programs first, which is where several of our schools defend margin. The schools that name the change for admitted grad students and repackage aid before deposits firm up protect yield, while slower peers lose students over a financing gap they never explained. K-State's increase being the lowest among its major Kansas peers is a value message worth saying out loud, and Champlain should frame the campus closure as continuity through the Temple partnership before the closure becomes the headline.
What we ship
Send each higher-ed client a one-page July-1 loan-change brief for admitted and prospective graduate students by Fri Jun 26, and audit grad landing pages and email sequences for stale Grad PLUS language before the deadline traffic spike. Stage a K-State value-first scholarship-and-outcomes campaign that benchmarks the 4% against KU and Wichita State. Confirm Champlain's recruitment and yield materials reflect the Temple partnership and the new 30-credit model before fall orientation comms launch.
Forward this →
Champlain · CMU · CSUN
The July 1 federal loan overhaul ends Grad PLUS and caps graduate borrowing at $100K, one week out, right as students finalize fall plans. Want a one-page brief for your admitted grad students on what changes and the aid that offsets it, before deposits start slipping?
Clients · TURNING POINT USA
Pulse
The week's signal is a media-buying one, and we read it strictly as math and audience strategy, not politics. CTV crossing 27% of cycle dollars this early, ahead of cable and digital combined, means the channel has moved from supplement to primary, and the outside-group spending that drives inventory competition is exactly the segment TPUSA buys against.

The Wesleyan Media Project puts the cycle at $2.23B, with CTV now 27% of every congressional ad dollar.

The Wesleyan Media Project's June 18 release, using AdImpact data through June 14, puts congressional and gubernatorial spend at $2.234 billion cycle-to-date. Connected TV is $612.97M, or 27.4% of the total, second only to local broadcast at $966.74M and ahead of cable and all digital combined. Outside groups outspend candidates 2-to-1 in Senate races, the same segment driving inventory competition for issue-advocacy advertisers.

Our take
We advise on the buy and the data, not the program. With $2.23B already spent and CTV pulling 27 cents of every dollar this early, the read for a youth-audience advertiser is that contested-market rates compress and inventory tightens faster than any prior midterm, so the move is to lock Q3 reserved CTV now rather than buy into a crowded fall auction. CTV is the one channel where reach is actually expanding and it reaches the cord-cutters broadcast misses, so it is the first place to test budget against the youth segments broadcast under-delivers.
What we ship
Pull the Wesleyan channel-share table into TPUSA planning and model a Q3 CTV booking window against remaining broadcast inventory in target markets before rates move, by Wed Jul 1. Size reach and frequency on the youth segments broadcast under-delivers, and run a competitive-density read on the digital audience pools TPUSA buys against.
Forward this →
TRAFFIK media-buying team
The Wesleyan Media Project now puts the cycle at $2.23B with CTV at 27% of every congressional ad dollar, ahead of cable and digital combined. For a youth-audience advertiser like TPUSA, that argues for locking Q3 CTV early. Want a flighting plan plus a CTV test sized against the segments broadcast misses?
Clients · AD INDUSTRY · HOLDING CO MOVES · AI PLATFORMS · CANNES LIONS 2026
Pulse
Off the Croisette, Goldman Sachs formalized the holding-company divergence this week, rating WPP a sell and both Publicis and Omnicom a buy, a signal client procurement teams will notice. Omnicom, now the largest holdco after closing the IPG deal, keeps posting strong North American new-business numbers while WPP loses ground, which sharpens the contrast independents can use.

OpenAI debuts at Cannes and calls itself an ad business, projecting $2.5B in 2026 on the way to $100B by 2030.

At its first Cannes Lions (June 22-26), OpenAI's chief revenue officer told the room the company is in the advertising business now. Its ChatGPT ads platform passed $100M in annualized US revenue within weeks of a February launch, and OpenAI projects $2.5B in ad revenue for 2026 and $100B by 2030, citing that a large share of ChatGPT queries carry direct commercial intent.

Meta answers at Cannes with Brand Memory, an agentic creative workspace, and a $4.13 return on every ad dollar.

On June 23 Meta launched Brand Memory, which teaches its AI a brand's historical creative identity to hold consistency at scale, plus an end-to-end creative workspace with WPP Open integration and a merged Creator Marketing Hub. Meta cited analysis of over one million campaigns showing every dollar spent generated $4.13 in revenue, up 25% since 2022.

Agentic AI runs the Cannes adtech show, as WPP, Omnicom, Smartly, and Magnite all ship buy-side agents.

Cannes adtech announcements centered on agentic systems that make and execute buying decisions. WPP Media launched a video Buyer Agent with Disney, Netflix, NBCUniversal, Paramount, Comcast, and Fox among its interoperability partners, Smartly launched Synapse, Magnite introduced Orchestration, and Omnicom paired Acxiom data with Netflix's ad AI.

The Cannes Grand Prix rewards cultural precision over purpose-wash, with a beauty brand's honesty play taking Health.

Early Grand Prix winners favored sharp, specific ideas. The Health and Wellness Lion went to The Periodic Fable for The Ordinary by Uncommon Creative Studio, reframing unregulated beauty claims inside a reimagined periodic table, while Outdoor went to GUT Sao Paulo's stadium-as-barcode for Mercado Livre.

Our take
A third ad giant now sits next to Meta and Google, and all three are absorbing targeting and creative into the platform. For a mid-size full-service shop the media-buying moat keeps shrinking, so the defensible work moves up the chain to brand, strategy, creative, first-party data hygiene, and the judgment to direct AI agents rather than compete with them. The Cannes jury made the same point in trophies, handing the Health Grand Prix to an honesty play that called out the category's nonsense rather than to an AI demo, which favors agencies that show real outcomes over a slick pitch. That is a posture TRAFFIK can own.
What we ship
Write a one-page POV on where ChatGPT placements fit the 2026 media mix and stand up a single Q3 pilot budget for one search-strong DTC or healthcare client, by Thu Jun 25. Prepare a state-of-agentic-media-buying one-pager for leadership covering what the tools do, who controls them, and where an independent fits the stack. Pull the Cannes Grand Prix reel for a team creative session and flag The Periodic Fable for any healthcare or wellness client weighing a brand-honesty position.
Forward this →
TRAFFIK new-business — internal
OpenAI used its Cannes debut to call itself an ad business, Meta shipped AI that remembers your brand, and the holdcos all launched agents that run the buy. The opening for an independent is judgment over keystrokes and proof over demos. Want an outcomes-first, platform-agnostic pitch for the next three prospect conversations?

Ready to send

→ Champlain · CMU · CSUN · UMaine
The July 1 federal loan overhaul ends Grad PLUS and caps new graduate borrowing at $100K, one week out, right as admitted students finalize fall plans. Want a one-page brief for your admitted grad students on what changes and the aid that offsets it, plus a sweep of your grad pages for stale Grad PLUS language before deposits start slipping?
→ TRAFFIK (retail · healthcare · travel clients)
OpenAI used its Cannes debut this week to call itself an ad business, projecting $2.5B in ad revenue this year on the way to $100B by 2030, with roughly a fifth of ChatGPT queries carrying buying intent. Want a one-page POV on where ChatGPT placements fit the 2026 mix and a single Q3 pilot budget for one search-strong client?
→ Clever Care · CalVEBA
Rural hospitals are now putting real numbers to the federal Medicaid cuts, one facility projects a $1M hit next year, with 2.3M people expected to lose Medicaid in 2027. That stresses provider networks and reshapes who is shopping for coverage. Want a network-stability brief for members and a read on the new dual-eligible opening?
→ KDOT
Your K-177 reconstruction closed 18.8 miles in Morris County this week and routes thru traffic onto a 70-mile detour through November. That is five months of high-visibility impact we can turn into proof KDOT is investing in safer roads. Want a detour-safety social post and local-media note with a route map and a give-the-crews-room reminder?
→ Miracles for Kids
Giving USA just reported US giving hit a record $617.2B, with human services at its highest-ever 15% share and bequests up nearly 20%. Donors are sending more to causes like yours than at any point on record. Want a donor-facing stat block for summer stewardship and a major-gift and legacy-giving one-pager built on the new data?
Local desk
CENTRAL KANSAS

KDOT closed 18.8 miles of K-177 this week for a $9.5M rebuild, routing thru traffic onto a 70-mile detour across central Kansas through November.

On June 16 KDOT shut an 18.8-mile stretch of K-177 from U.S. 50 near Strong City to U.S. 56 near Council Grove for a $9.5 million reconstruction and bridge replacement by Bergkamp Construction of Wichita. Thru traffic now runs a state-designated detour of just under 70 miles, roughly an hour added, until the highway reopens in November, putting months of visible road work in front of Morris County and the surrounding Flint Hills corridor.
Turn five months of detour disruption into proof KDOT is investing in safer roads. Build a detour-safety social post and local-media note with a route map covering U.S. 56 and U.S. 77, tie it to the Drive to Zero safe-driving message, and add a give-the-crews-room reminder for the Flint Hills corridor.

Local places

KDOT · MORRIS COUNTY · KANSAS
On June 16 KDOT closed an 18.8-mile stretch of K-177 from U.S. 50 near Strong City to U.S. 56 near Council Grove for a $9.5M reconstruction and bridge replacement by Bergkamp Construction of Wichita. Thru traffic now runs a state detour of just under 70 miles, about an hour added, until the highway reopens in November, putting months of work in front of the Flint Hills corridor.
Turn five months of detour disruption into visible proof KDOT is investing in safer roads, with a route map covering U.S. 56 and U.S. 77, a Drive to Zero safe-driving tie-in, and a give-the-crews-room reminder that travels on local social and earned media.
Grand Junction · GRAND JUNCTION · COLORADO
On June 15 Grand Junction City Council reviewed a draft Grand Valley River Corridor Master Plan balancing wildlife protection, recreation, and development along the Colorado and Gunnison rivers, and opened the process to residents through public workshops scheduled for later this summer.
Build a resident-facing awareness package that leads with what the river means to Grand Valley families and drives strong, representative workshop turnout before the summer sessions.
Alignment · Clever Care · ORANGE COUNTY · CA
Alignment climbed 196 spots to No. 791 on the 2026 Fortune 1000 on $3.95B revenue and 46% growth (June 3), then its stock jumped 25% June 9 on raised guidance while the national carriers stalled. It is the MA benchmark in the same county Clever Care defends, right as AEP 2027 prep opens.
Refresh the Clever Care competitive-positioning brief against Alignment for AEP 2027 planning, using the disciplined-growth story as the bar for our own acquisition targets.
Kansas State · MANHATTAN · KANSAS
On June 17 the Kansas Board of Regents approved a 4% resident tuition increase at Kansas State, part of a round of increases across most state universities as schools absorb budget pressure. Families feel the new number right as fall enrollment decisions firm up.
Stage a value-first scholarship and outcomes campaign that lands before the approved increase sets in, reframing cost as investment.
CalVEBA · SAN DIEGO · CALIFORNIA
CalVEBA opened a $2.6M, 13,000-sq-ft South Bay Resource Center in Chula Vista on April 17, co-funded with Scripps Health. It serves the 40,000-plus of CalVEBA's roughly 100,000 San Diego-county members who live in South County, with care coordination, health coaching, and behavioral-health support.
The physical care-access push is a tangible retention proof point. Build creative around the new center for South County, local radio plus targeted digital plus community-event presence, before a competitor fills the awareness gap.
Eternal Health · BOSTON · MASSACHUSETTS
Massachusetts now has 103 Medicare Advantage plans for 2026 (up from 96), one of the most crowded markets in the country for a small unrated startup. BCBSMA and UnitedHealthcare both lost in-network access to Mass General Brigham primary care as of January 1, creating a real opening to market network stability to disrupted seniors.
The MGB primary-care disruption is still live for affected BCBSMA and UHC enrollees. Run search and social to Boston-area Medicare beneficiaries on a no-hassle, $0-premium, no-network-drama message.
BCBSM · DETROIT · MICHIGAN
BCBSM and Michigan Medicine reached a tentative contract agreement May 27, just ahead of the June 30 deadline that would have pushed Michigan Medicine out of network. The deal preserves in-network access across Michigan Medicine hospitals, physicians, and clinics after months of public contention.
The near-miss generated months of negative network-access press. Move quickly on a your-care-is-secure retention message to existing members before Humana or Aetna recruits the nervous switchers.
Santa Clara Family Health Plan · SANTA CLARA COUNTY · CALIFORNIA
SCFHP launched an Enhanced Care Management partnership with Upward Health in April, delivering in-home care coordination to Medi-Cal members with complex needs (serious mental illness, substance use, housing instability). It lands as California pauses new Medi-Cal enrollment for undocumented adults starting January 1.
The Upward Health deal is a strong community-first proof point. Activate it through trusted-messenger channels (community health workers, faith orgs) to reinforce loyalty ahead of the enrollment freeze.
The Oncology Institute · CERRITOS · CALIFORNIA
TOI guided to 2026 revenue of $630-650M (up roughly 28%), driven by delegated capitation contracts in Florida and dispensary volume, projecting its first full year of adjusted-EBITDA profitability as a public company.
The Florida delegated-contract push is the growth engine this year. Reinforce the value-based community-oncology cost-and-outcomes advantage over hospital-based systems.
PIH Health · WHITTIER · CALIFORNIA
PIH Health broke ground in January on a 110,000-sq-ft multi-specialty medical office building on its Whittier campus, consolidating hematology/oncology, neurosurgery, vascular surgery, and infusion under one roof. In April it named Lydia Arroyo Chief Nursing Officer.
The groundbreaking is a strong earned-media and community-access moment in a market where Keck USC and UCLA Health also compete. Lead creative on convenience, local access, and integrated care.
Loma Linda University Health · LOMA LINDA · CALIFORNIA
LLUMC-Murrieta began a 15-bed inpatient expansion in May for fast-growing Southwest Riverside County, and the new Children's Hospital Specialty Clinics Building (105,000 sq ft, 20-plus pediatric specialties, 75,000 visits/yr projected) is set to open in 2026.
LLU is expanding in two high-growth corridors at once. Anchor marketing to the breadth of specialties under one roof, especially for families who currently drive to LA or Orange County.
JenaValve · IRVINE · CALIFORNIA
JenaValve received FDA premarket approval March 18 for its Trilogy system, the first and only US transcatheter device with a dedicated indication for symptomatic, severe aortic regurgitation. Trilogy anchors to native leaflets rather than calcium, reaching a population conventional TAVR cannot treat. Commercialization began immediately.
This is a landmark launch. Emphasize the unmet-need story (AR patients couldn't benefit from TAVR before Trilogy), with centers-of-excellence and KOL activation around AR as distinct from aortic stenosis.
Balt Medical · IRVINE · CALIFORNIA
Balt opened its second Irvine manufacturing and R&D facility May 12 as part of a $400M US investment running 2026-2030. The Irvine campus is projected to reach 85,000 sq ft and grow from roughly 450 employees to 1,200 by 2030 across its neurointerventional stroke portfolio.
The grand opening is a major local story, 700 jobs and Irvine as a US neurovascular hub. Use it as a community-relations and employer-brand moment to establish Balt's American identity.
State of Colorado · DENVER · COLORADO
Colorado primary ballots landed from June 8 and are due June 30, turning the Democratic governor's race into a heavily scrutinized paid-media contest. Political money is crowding broadcast and connected-TV inventory across Denver, Colorado Springs, and the Western Slope, pushing CPMs up and avails down through the primary.
Flag the June-30 crowd-out to any state-sponsored Colorado buy this month, pull current CTV and broadcast CPM/avail trends, and recommend pacing or channel shifts to protect efficiency until the primary clears.
Miracles for Kids · LAGUNA NIGUEL · CALIFORNIA
Miracles for Kids' 6th Annual Miracles in Bloom Tea at the Ritz-Carlton Laguna Niguel on April 30 raised a record $350,000. The sold-out event drew 300 Orange County philanthropists and funds the Pillars Program bill-pay assistance for families of critically ill children.
The record fundraise signals strong donor appetite in OC's luxury-philanthropic tier. Amplify the $350K milestone and the Pillars Program impact in upcoming donor communications.
Champlain College · BURLINGTON · VERMONT
Champlain's Montreal and Dublin campuses close June 30 as its new Temple University study-abroad partnership goes live, the transition announced last fall now reaching its hard date. The shift moves Champlain's global-study model from owned campuses to a partner-delivered structure for incoming students.
Get ahead of the closure narrative with a clear study-abroad-still-here message for admitted and prospective students, framing the Temple partnership as continuity rather than retreat.
CSUN · NORTHRIDGE · CALIFORNIA
CSUN launched its era as a California Black-Serving Institution in early 2026, one of only 31 nationwide and one of three CSUs to earn the designation. Its Black Matador Excellence summer bridge program scales from 60 students in 2025 to 100 this summer.
The BSI designation is a headline equity milestone. Amplify it to reach Black and underrepresented prospective students across the San Fernando Valley, where CSUN already has a home-field advantage.
University of Virginia · CHARLOTTESVILLE · VIRGINIA
UVA's Innovation Hub, a lab-school partnership embedding its Education, Engineering, and Data Science schools into every 7th and 8th grader's curriculum in Charlottesville City Schools, won a state Programs That Work award and expands to 6th grade in 2026-27. The Board also approved a 3.6% undergraduate tuition increase.
The Innovation Hub is a direct community-goodwill story, UVA as a city-embedded anchor rather than a walled campus. That narrative is recruitable locally and differentiates UVA from flagship peers.
Colorado Mesa University · GRAND JUNCTION · COLORADO
Colorado Mesa and Grand Junction High School announced eight $5,000 renewable scholarships for GJHS students in May, on top of a January guaranteed-admission STEM pipeline with Central High and CU Boulder. CMU is also 17 months into a $177.5M campus expansion driven by a record 35% freshman jump in Fall 2024.
CMU is locking in the Grand Junction feeder pipeline with direct high-school deals while building the housing to meet demand. Push an invest-locally, stay-local message plus new-facility quality.
Central Washington University · ELLENSBURG · WASHINGTON
CWU is cutting varsity men's and women's rugby (a $900K annual saving) amid declining enrollment and a $29M-plus biennium funding gap. In April, around 30 students protested the administration's handling of neo-Nazi flyers, following a February faculty no-confidence vote against the president.
Significant internal headwinds, governance controversy and program cuts. Enrollment messaging must project stability and momentum, leading with GNAC athletics, career outcomes, and regional job placement.
University of Maine · ORONO · MAINE
On June 12 the University of Maine System confirmed it has about two years to find its next chancellor, with Dannel Malloy stepping down in 2028. The search opens during a budget-pressured stretch, putting leadership stability on the agenda alongside enrollment and a $177M-plus capital push, with R1 research status intact.
A leadership transition during budget pressure creates uncertainty. Lean enrollment creative on institutional momentum, R1 research status, and construction progress to project stability through the search.
SEQUEL Brands · IRVINE · CALIFORNIA
SEQUEL launched its fifth franchise concept, Ultimate Longevity Center, in December with biohacker Gary Brecka and Tony Robbins' Lifeforce platform, targeting the longevity economy with experiential-wellness and premium-concierge tiers. It arrives as Xponential Fitness reports slowing franchise sales under a new CEO.
Run paid search and social to franchise investors in the SoCal and Phoenix corridor now, while Xponential's instability is in the news. Lean on Geisler's track record and the Brecka/Robbins credibility, not the modalities.
Turning Point USA · PHOENIX · ARIZONA
Phoenix is the de facto headquarters of the US out-of-home advertising industry, with Lamar, Clear Channel, OUTFRONT, and Branded Cities all maintaining offices there. TPUSA also drew a large, registration-verified audience to a Phoenix-area event in April, producing a documented high-propensity attendee file.
We advise on the math, not the politics. Phoenix's OOH infrastructure and large captive event audiences make it efficient for event-adjacent media buys, with geo-targeted digital OOH near venues and post-event retargeting on the verified attendee list.
VOOM · BRENTWOOD · TENNESSEE
Voom Medical Devices, maker of the Bunionplasty 360 Repair procedure and its Revcon single-screw system, closed a $30M debt-and-equity round led by Avenue Capital, earmarked to expand its program to 1,000-plus trained Bunionplasty surgeons nationwide off a base it describes as 3x year-over-year growth.
VOOM is onboarding surgeons at scale, so the conversion point is surgeon discovery and credentialing, not device specs. Target foot-and-ankle orthopedic surgeons by specialty and geography, with landing pages built around the one-on-one training program.
Edwards Lifesciences · IRVINE · CALIFORNIA
Edwards reported Q1 2026 net sales of $1.65B, up 12.7% in constant currency, with TAVR up 11% and the TMTT mitral/tricuspid segment up 42%, and raised full-year guidance to 9-11%. It also reaffirmed its Every Heartbeat Matters initiative, targeting 2 million more underserved structural-heart patients by 2030.
Edwards is growing its premium core and funding global access at the same time, two messages that reinforce each other for payors, physicians, and policymakers. Align any Edwards work to both the performance and the patient-access narratives.
John Wayne Airport · SANTA ANA · CALIFORNIA
John Wayne Airport's $700M-plus Capital Improvement Program (2025-2028) includes a nearly $50M terminal concessions overhaul. Eight new local and national operators, including Wahoo's Fish Taco, Left Coast Brewery, and The Habit Burger Grill, took over roughly 37,000 sq ft, with a February 19 ribbon-cutting and a projected $11.4M in annual revenue on 15-year leases.
SNA is telling an OC sense-of-place story tied to real capital investment, deliberately choosing Costa Mesa, San Clemente, and Irvine tenants. Pitch campaign work that leans into that local-brand differentiator.

Competitor moves

SEQUEL ↔ Club Pilates / Renew Fitness (Cohere Capital)
On June 22 developer Saber Ammori formed Renew Fitness with PE firm Cohere Capital and signed a 70-unit Club Pilates deal, controlling up to 84 studios across Michigan, Maryland, and New York, one of the largest multi-unit deals in Xponential's history.
Institutional money is now entering Pilates at the operator level, in markets Pilates Addiction is targeting. The whitespace thesis is validated, but a better-capitalized rival is claiming it, so SEQUEL should accelerate franchisee commitments in overlapping Tri-State and Midwest territories.
Clever Care · Eternal Health · all MA plans ↔ UnitedHealth · Humana · CVS
On June 11 the HHS OIG named the three largest MA carriers for significantly higher post-acute denial rates than nearly all peers, with up to 97% of skilled-nursing denials overturned on appeal.
The giants are taking reputational fire on denials right as AEP prep opens. Every member-first plan with a clean approval record has a trust wedge it should drive now, on its own numbers, without naming a competitor.
Champlain · CSUN · UVA · all higher-ed ↔ The July 1 federal loan overhaul
A sweeping federal student-loan change takes effect July 1, ending Grad PLUS for new borrowers, sunsetting SAVE, and capping graduate borrowing at $100,000, squeezing master's and professional-program affordability.
The graduate-yield slide now has a deadline. The schools that name the change for admitted grad students and repackage aid before deposits firm up protect yield while slower peers lose students over a financing gap they never explained.
TRAFFIK ↔ OpenAI · Meta · Google
On Cannes week OpenAI launched its own ad stack (first-party audience uploads plus generative creative), Meta added global live-video ads and one-tap checkout, and every major platform shipped agent connectors that let software run campaign setup.
A third ad giant now sits next to Meta and Google, and all three are absorbing targeting and creative. The media-buying moat shrinks, so independents win on brand, strategy, first-party data hygiene, and the judgment to direct AI agents, not compete with them.
CalVEBA ↔ CalPERS
CalPERS set 2026 health-plan premium increases averaging 8.21% (PPO Basic up 12.08%, Medicare plans up 10.78%), continuing years of above-inflation hikes.
CalVEBA's controlled-cost model and integrated wellness centers (including the new Chula Vista site) are direct answers to the sticker shock CalPERS members feel. Position CalVEBA as the lower-cost, higher-touch alternative for school and municipal employees.
Eternal Health ↔ Blue Cross Blue Shield of Massachusetts
BCBSMA Medicare Advantage members lost in-network access to Mass General Brigham primary care as of January 1, directing disrupted patients toward a limited window to switch plans in the core Eastern Massachusetts market.
Eternal Health's $0-premium, tech-forward model gives it a differentiated pitch for recruiter outreach targeting recently displaced MGB patients during the open windows.
BCBSM ↔ Humana
Humana is dropping coverage in 194 fewer US counties for 2026, exiting two states entirely and shedding an estimated 500,000 enrollees, with county-level pullbacks confirmed across the country.
Humana's retreat frees displaced MA members in Michigan markets where BCBSM competes. BCBSM holds the top CMS star rating in Michigan and can run a switching-season campaign as the stable, highest-rated alternative.
Santa Clara Family Health Plan ↔ Anthem Blue Cross
Anthem extended its contract with Santa Clara Valley Healthcare only through June 30, a short-term deal after the original nearly expired, leaving Anthem Medi-Cal patients uncertain about continuity at the county's main safety-net system.
SCFHP's full county coverage and county-government stability is a concrete contrast to Anthem's on-again, off-again negotiations. Arm SCFHP community outreach with the stability message before Anthem's next deadline.
Alignment Healthcare ↔ SCAN Health Plan
SCAN posted its largest-ever AEP gain, 127,000 new members (40.6% growth) to roughly 440,000, entering Santa Clara County and five new California counties, launching a Sutter Senior Advantage joint venture, and entering Washington State.
SCAN is taking share in the exact California counties Alignment competes in, with a nonprofit brand and a premium-system partner. Alignment should stress tech differentiation and lower out-of-pocket caps, and weight digital prospecting in LA, Orange, Riverside, and San Bernardino.
PIH Health ↔ Providence + Kaiser Permanente
Providence and Kaiser are jointly building a roughly $750M, 260-bed hospital in San Bernardino County (opening 2026), combining both systems' physician bases and extending their reach deeper into the Inland Empire.
Large multi-system partnerships are reshaping Southern California's hospital map. As an independent regional nonprofit, PIH must own its community-identity and local-expert narrative before bigger systems absorb the trusted-local position.
Loma Linda University Health ↔ Providence + Kaiser Permanente
The same $750M Providence-Kaiser joint hospital targets the High Desert and San Bernardino corridor that LLUMC-Murrieta serves from the south, bringing 260 beds and dual-system physician coverage to a fast-growing market.
LLU must make the case for its academic-depth plus whole-person-care model as distinct from a joint community-hospital offering, pairing medical-center depth with community proximity.
Balt Medical ↔ Medtronic
Medtronic agreed to acquire Scientia Vascular for $550M in March, its second 2026 deal, expanding its neurovascular access portfolio (guidewires and catheters for stroke and aneurysm) directly against Balt's core lines.
Medtronic is spending to lock up access-device navigation before smaller players capture it. Balt should counter on speed of innovation, physician-inspired design, and Irvine R&D proximity to clinical partners.
Edwards Lifesciences ↔ Medtronic
Medtronic made a $90M strategic investment in Anteris Technologies in January to advance the DurAVR biomimetic transcatheter heart valve, while holding roughly a third of global TAVR share with Evolut against Edwards' SAPIEN 3.
Medtronic is hedging Evolut by backing next-gen valve tech. Edwards should build the durability and long-term-outcomes evidence story now, alongside its continued SAPIEN iteration and purpose-led global-access narrative.
State of Colorado ↔ Colorado River Basin peer states
All seven Colorado River Basin states now have active drought declarations as of late May, positioning Colorado as one of the later states to reach a formal Phase 3 emergency even as conditions warrant it.
Colorado risks looking behind peer states on proactive response. A Phase 3 declaration needs strong public communication on what it means, what residents should do, and how the state is leading rather than lagging.
John Wayne Airport ↔ Ontario International Airport
Ontario launched the environmental review for its ONT BOLD expansion in May, a 650,000-sq-ft Terminal 3 plus modernized terminals and parking, explicitly aimed at capturing Inland Empire travelers, while projecting 2.2M summer passengers (up 6%) with new nonstops.
ONT is marketing itself as the lower-stress, growing alternative to LAX and SNA. John Wayne's capital-program messaging needs to counter the ONT-is-easier narrative with a clear story about what is new and better at SNA.
KDOT ↔ Iowa DOT
Iowa DOT won two AASHTO High Value Research Awards on May 29 for an overweight-vehicle pavement tool and leadership of a nine-state smart-work-zone speeding initiative, and its director won a national TSMO leadership award in March.
Iowa is building a research-innovation brand, exactly the profile KDOT's Drive to Zero plan aspires to. KDOT's Click It or Ticket work is solid but standard, so there is room to push a research-backed or multi-state differentiator.
Grand Junction ↔ City of Montrose
Montrose's 165-acre Colorado Outdoors riverfront project is pulling outdoor-economy businesses Grand Junction's Los Colonias targeted (Mayfly Outdoors chose Montrose), and Montrose's airport is adding LA and Nashville service.
Montrose is out-competing Grand Junction on outdoor-economy attraction and air-access perception at once. Grand Junction should sharpen differentiation on its larger workforce, the Colorado Mesa partnership, and broader airport network.
Miracles for Kids ↔ Ronald McDonald House Orange County
RMHOC's 17th Annual Walk for Kids on April 25 in Irvine raised a record $440,000 with 1,300-plus walkers, pulling significant donor dollars from the same OC family-services cause space in the same month as MFK's tea.
The donor-overlap window is narrow. MFK needs distinct positioning around its one-on-one family impact and housing-plus-financial-aid model to protect share of wallet with donors who may give to both.
Kansas State University ↔ University of Kansas
KU recommended a 4% in-state / 5% out-of-state tuition increase for 2026-27 pending the Board of Regents vote, while marketing its best-value public-university positioning, keeping KU and K-State at near-identical price points.
With both schools raising tuition at the same rate, differentiation cannot rest on price. K-State should lean on program distinctives, campus culture, and career outcomes to pull undecided Kansas prospects.
Colorado Mesa University ↔ Western Colorado University
Western Colorado launched the Gunnison Valley Promise for Fall 2026, free full tuition for all graduates of Gunnison Watershed district high schools, backed by a $4M endowment, as a local-retention play.
Western is going tuition-free for its feeder zone. CMU should make sure its Grand Junction scholarship initiatives are loud enough and counter in Mesa County on scholarship access plus new on-campus housing.
Central Washington University ↔ Eastern Washington University
EWU rebranded as the region's polytechnic, and by 2025-26 its cybersecurity major grew from 26 declared majors to 85 in one year, an explicit wedge to differentiate from CWU and Western in Washington's regional-university market.
EWU's applied-polytechnic pivot is working as a positioning wedge in the workforce-ready space. CWU needs a counter-narrative on its own career outcomes and hands-on programs before EWU's rebrand fully registers with Washington high schoolers.
University of Maine ↔ University of New Hampshire
UNH reported 2,471 freshman deposits by May (up 4% year-over-year, 275 over projection) with its highest-ever average incoming GPA and Honors enrollment up 20%, leaning on a best-value-in-New-England ranking.
UNH is growing freshmen while UMaine raises tuition amid a shortfall. UMaine should frame its R1 research status and Maine-specific aid as offsetting the cost gap before UNH's momentum compounds into a regional narrative.
VOOM ↔ Treace Medical Concepts (Lapiplasty)
On January 8, Treace completed the first surgical case with its new Lapiplasty Lightning system, designed to cut OR steps and improve 3-plane correction, with limited market release planned for mid-2026 and full commercialization by year-end.
Treace is accelerating its dominant Lapiplasty brand on a surgeon-friction story, the same adoption bottleneck VOOM is solving with training. Get VOOM's message in market before the mid-2026 release, on what Bunionplasty offers that a fusion-based correction does not, fusion-free, single-screw, faster recovery.
JenaValve ↔ Edwards Lifesciences
The FDA approved JenaValve's Trilogy on March 18, the first and only US device cleared for symptomatic severe aortic regurgitation. Trilogy anchors to native leaflets, bypassing the calcified landing zone that Edwards' SAPIEN TAVR requires, and SAPIEN is indicated for aortic stenosis, not regurgitation, a distinct population.
Edwards owns the aortic-stenosis TAVR market but has no approved transcatheter option for pure regurgitation. JenaValve's frame is patients who can't be treated by SAPIEN, which avoids a head-to-head with the leader and builds a defensible category.
The Oncology Institute ↔ Cencora / OneOncology
On February 2, Cencora completed its $4.6B cash purchase of the OneOncology majority stake it did not already own (about $7.4B enterprise value), creating a scaled physician-led community-oncology MSO inside Cencora's US Healthcare Solutions segment.
Cencora/OneOncology now has the capital and distribution to expand aggressively in the same independent-practice segment TOI operates in. TOI's differentiation should lean on local clinical relationships and patient experience, not balance-sheet scale.

LinkedIn signal — last 14 days

The Oncology Institute · HEALTHCARE · Drew a Needham upgrade to a $7 price target on June 17 after Q1 2026 revenue grew 41.2% to $147.44M and a Q1 earnings beat, with Needham citing 130,000-plus lives and a Q3 provider-portal launch as catalysts.
https://www.linkedin.com/company/the-oncology-institute
Amplified by: A clean value-based-oncology proof point, the Street pricing in a credible path to profitability for the capitation model the whole MA vertical keeps circling.
TOI just got an analyst upgrade to a $7 target on 41% revenue growth. Want a brief on what the value-based oncology model could mean for your California provider partnerships?
KDOT · GOVERNMENT · Closed 18.8 miles of K-177 in Morris County on June 16 for a $9.5M reconstruction and bridge replacement, routing thru traffic onto a state detour of just under 70 miles until the highway reopens in November.
https://www.linkedin.com/company/kansas-department-of-transportation
Amplified by: Five months of high-visibility road work we can reframe as KDOT investing in safer roads, with a natural Drive to Zero safe-driving hook on the U.S. 56 and U.S. 77 detour.
Your K-177 reconstruction puts a 70-mile detour on central Kansas through November. Want a detour-safety social post and local-media note, with a route map, that turns disruption into proof of a safety investment?
Champlain College · HIGHER ED · Concludes operations at its Montreal and Dublin campuses on June 30, replacing them with a Temple University study-abroad partnership as a new 30-flexible-credit academic model launches with the Fall 2026 class.
https://www.linkedin.com/school/champlain-college
Amplified by: An identity shift landing on the incoming class first, best framed as continuity through the Temple partnership before the campus closure becomes the headline.
Your Montreal and Dublin campuses close June 30 as the new academic model goes live. Want yield messaging that frames the Temple partnership as continuity, so admitted students see expansion not retreat?

Industry events — next 30 days

DateEventVertical
Jun 26 Cannes Lions 2026 final awards + festival close Agency
Jun 30 Colorado primary election (ballots due) Government
Jun 30 Champlain Montreal + Dublin campuses close Higher Ed
Jul 1 Grad PLUS ends + new $100K graduate borrowing cap Higher Ed
Jul 1 Workforce Pell program launches Higher Ed
Jul 8-10 ANA Digital & Social Media Conference, LA Agency
Jul 11 Pilates Addiction Leawood World Cup tailgate Fitness/DTC

What we ship this week

DateDeliverableVertical
Jun 25 (Thu) ChatGPT-ads POV + single Q3 pilot budget (one search-strong client) Agency
Jun 25 (Thu) State-of-agentic-media-buying one-pager (TRAFFIK leadership) Agency
Jun 26 (Fri) Cannes 2026 creative-trends readout + Grand Prix reel (all teams) Agency
Jun 26 (Fri) July-1 Grad PLUS brief for admitted grad students (all 7 higher-ed) Higher Ed
Jun 27 (Sat) KDOT K-177 detour-safety social + local-media note Government
Jun 29 (Mon) Colorado CTV/broadcast crowd-out pacing memo (CO clients) Government
Jun 30 (Tue) OBBBA Medicaid network-stress brief + TOI model read (Clever Care, CalVEBA) Healthcare
Jul 1 (Wed) Giving USA donor stat block + legacy-giving one-pager (Miracles for Kids) Nonprofit
Jul 1 (Wed) TPUSA Q3 CTV flighting model (Wesleyan channel-share data) Political
Jul 2 (Thu) SEQUEL franchisee-first positioning memo vs Club Pilates roll-ups Fitness/DTC
One more thing
The same week OpenAI walked the Croisette calling itself an ad business and Meta unveiled an AI that remembers your brand so you don't have to, the Cannes Grand Prix for Health went to an ad that turned a skincare brand's ingredient list into a reimagined periodic table, built to call out everyone else's nonsense. The machines are learning to make the ads. The Lion still went to the humans who had something true to say. We think that is the whole job in one trophy.