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Meta closes in on Google, the UK and EU rethink teen digital access, and New Zealand hits a major student recruitment milestone

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Welcome to The Student Funnel, a monthly higher ed sector newsletter from Hybrid, a leader in student marketing and recruitment strategies. We highlight news, trends, and behaviours that impact the sector and share insights on how to better connect with your audiences.

The UK has moved to introduce restrictions on social media and smartphones for children and teens. In England, the government has confirmed it will give phone-free school guidance legal force through the Children’s Wellbeing and Schools Bill, effectively requiring schools to enforce stronger restrictions on pupils’ phone use during the day. Ministers say this is about turning what many schools already do into a clearer national expectation, while Ofsted will also begin monitoring mobile phone policies in inspections.

Alongside that, the UK is continuing its wider social media restrictions pilot with 300 teenagers. The trial is testing different approaches, including full bans, one-hour caps, curfews and a control group, to understand how social media affects sleep, well-being, schoolwork and family life. At the same time, ministers are consulting on broader options, including a possible under-16 social media ban, tighter age verification and limits on addictive design features.

The EU is now moving in a similar direction. France has brought together several member states, including Germany, Greece, Ireland, Italy and Spain, to explore a more aligned approach to restricting children’s access to social media. Greece has already confirmed a ban for under-15s from January 2027, while the European Commission is backing a common model through its new age-verification app, even as critics question how secure and enforceable it really is.

In the longer term, it is becoming clear that the next generation may arrive with very different platform habits, more parental oversight and less default time spent on social media. That could gradually shift student discovery back towards search, direct traffic and stronger owned-channel strategies, while potentially increasing tolerance for longer-form content as younger audiences spend less time on screens and in short-form scrolling environments.

A big power shift is underway in paid media. Meta is forecast to overtake Google in global ad revenue in 2026 for the first time. Emarketer has reported that Meta is expected to generate $243.46bn in global ad revenue this year, just ahead of Google’s $239.54bn, giving Meta 26.8% of global ad spend versus Google’s 26.4%.

Meta’s momentum has been driven by the continued rise of Reels, stronger AI-powered ad automation, and better performance tools across Facebook, Instagram and WhatsApp. Meta says its AI recommendation system boosted Reels watch time in the US by more than 30% year on year, helping it serve more ads, while Reels itself is reportedly on track to generate $50bn over the next 12 months.

Google is still enormous, of course, and remains a key player in paid strategy, but its core ad engine is growing more slowly. Search remains hugely profitable, and YouTube continues to attract brand budgets, yet Google is facing more pressure from Amazon, TikTok and AI-led search behaviour. Emarketer even expects Google’s share of the US search ad market to fall below 50% for the first time in over a decade.

The real takeaway here is platform strategy. Meta’s rise shows that advertisers are increasingly backing ecosystems built for scale and measurable return, and that could influence where universities place marginal budget.

A new Pearson/AWS report points to a growing disconnect between what universities think they are delivering and what employers say they actually need from graduates in an AI-shaped labour market. While 78% of higher education leaders believe their institutions are meeting employer expectations, only 28% of employers say universities are keeping up with AI-driven change, and 53% say their biggest challenge is finding graduates with the right AI skills.

The issue is not just technical literacy. The report argues that AI is changing entry-level roles so quickly that universities are struggling to keep pace with the demands of the workplace. Employers are looking for a more balanced mix of capabilities: practical AI tool use, yes, but also communication, collaboration, adaptability, judgement and the ability to evaluate AI outputs critically. In fact, only 14% of current graduates say they have reached a high level of proficiency in using AI tools in a professional setting, despite much higher rates of everyday AI use in academic work.

The deeper takeaway is that access to AI does not equal readiness. The report highlights “frictions” in pace, faculty capability, governance, employer connection and hands-on experience that are slowing universities down. That matters because AI readiness is quickly becoming part of the student value proposition. Institutions that can clearly show how they build applied AI skills, not just AI awareness, will be in a much stronger position when talking to prospective students, parents and employers alike.

Two new YouTube developments point in the same direction: the platform is expanding beyond video search and becoming a more flexible discovery and advertising environment.

First, YouTube is testing “Ask YouTube”, a conversational search feature for Premium users in the US. Instead of returning a standard list of videos, it can generate structured answers, combine long-form videos, Shorts and text, and respond to follow-up questions. In practice, that means YouTube is moving closer to an AI-assisted research experience, where users can explore topics interactively rather than just browse results.

At the same time, YouTube is carving out its audio-first inventory as a standalone ad product in the US through an exclusive partnership with SiriusXM Media. That includes podcast listening, background music streams and other moments where users are listening rather than actively watching. The logic is simple: YouTube wants to monetise the large amount of audio behaviour already happening on the platform, while giving advertisers a clearer way to buy against audio budgets rather than video ones.

The bigger shift here is that YouTube is becoming more useful across more modes of consumption: search, watch, listen and discover. That matters because student attention is increasingly fragmented. If YouTube evolves into both a conversational discovery tool and a stronger podcast/audio ad platform, it opens up new ways for institutions to show up earlier in the decision journey through searchable expertise, spoken content and audio-led brand presence instead of just through video.

Brazil wants a bigger role in a more multipolar market

Brazil is trying to reposition itself as a key player in global higher education, with the Brazilian Association for International Education (FAUBAI) arguing the country can act as a bridge between the global North and South. The timing makes sense, with student flows moving beyond the traditional “big four”, Brazil sees an opening to raise its international profile. Its pitch is strong on research, regional ties and affordability (including free study at many public universities and scholarships at postgraduate level), but awareness remains low, and language is still a barrier. The bigger message is that Brazil is no longer thinking about internationalisation purely as outbound mobility, but as a broader, more strategic form of cooperation.

New Zealand reaches a major destination goal early

New Zealand has hit one of its international education targets almost a decade ahead of schedule. A new ENZ survey found that 22% of prospective students now place New Zealand in their top three study destinations, reaching a benchmark originally set for 2034. That growing preference is backed up by enrolment momentum, as international student numbers rose 21% in 2024, and 2025 was already tracking ahead of that pace. The significance here is not just brand awareness, but intent. New Zealand is moving beyond being simply “recognised” to being actively considered. This is a strong sign that its mix of policy, positioning and destination appeal is landing well in a more competitive market.

Germany is recruiting talent, not just students

Germany is doubling down on international education as part of a much bigger workforce strategy. With 19.5 million people expected to retire by 2036 and only 12 million entering the labour market, international students are being treated as future skilled migrants rather than just fee-payers. That is helping Germany stand out at a time when other major destinations feel more restrictive. Its appeal lies in relatively low costs, predictable post-study pathways, and growing numbers of English-taught degrees. The bigger takeaway is that Germany is becoming one of the clearest examples of a destination where higher education, migration and labour market strategy are tightly joined up.