Data deals: Week 30, 2026 (20 Jul to 26 Jul)
2 deals announced this week. ✓ Reviewed: read and analysed by Gianluca. Others are short summaries of the public record.
- 2026-07-22 (reported) · Reddit · Google · OpenAI
Reddit weighs ending $60M/year Google AI training licence as renewal negotiations stall✓
Reddit licenses its user-generated corpus to OpenAI and Google for AI training at roughly $60M/year from Google alone, but is threatening to walk from the Google renewal after concluding the original term was under-priced against what Gemini extracted. Q2 2026 disclosure showed data-licensing revenue of $43M, only 24% YoY growth with no new named buyers, and the stock fell more than 20%.
- 2026-07-21 · The Iconic
The Iconic rebrands and expands retail media business as ICONIC Media✓
The Iconic rebranded its retail media unit as ICONIC Media on 21 July 2026, days after Myer launched its own network. The new brand pulls onsite ads, customer insights, influencer, offsite, creative, OOH and physical activations under one roof led by Joshua Nunan, with the self-service platform up 160% YoY in H1 2026 and Sponsored Products averaging 390% ROAS.