Microsoft Advertising shipped several useful changes just before Q4: HubSpot integration, larger LinkedIn company lists, broader campaign experiments and an extended API migration window.

For European advertisers, however, one line in Microsoft’s announcement matters more than the feature list.

Its expanded LinkedIn company lists can now contain as many as 10,000 company names, but Microsoft says the underlying consumer data excludes users in the European Economic Area, the United Kingdom and Switzerland.

That does not mean LinkedIn targeting is unavailable in Europe.

It means advertisers should be careful about assuming that every feature in Microsoft’s global September update behaves the same way across European markets.

Here is the practical breakdown.

The September update is really four separate changes

Microsoft’s 30 September Advertising update packaged several products together.

Feature Current status Europe note
HubSpot CRM integration Live Microsoft does not announce an EEA exclusion
LinkedIn company lists Expanded to 10,000 companies Underlying consumer data excludes EEA, UK and Switzerland
Optimization experiments Generally available Search, Shopping, Audience and Performance Max
REST API migration Deadline extended SOAP support continues until 31 January 2027

For global teams, the important lesson is simple:

Do not treat a platform announcement marked “global” as proof that every underlying audience source is available in every market.

Microsoft explicitly separates the availability of the company-list feature from the geographic coverage of the consumer data behind it.

The LinkedIn company-list caveat is the line European advertisers should notice

Microsoft says advertisers can now upload up to 10,000 company names per LinkedIn company list, up from 1,000.

The lists can be used with LinkedIn profile targeting in Search and Audience campaigns.

That sounds straightforward until the geographic qualification:

Microsoft says the underlying consumer data excludes users in the EEA, the UK and Switzerland.

That distinction matters.

The correct interpretation is not:

“LinkedIn company targeting is banned in Europe."

Microsoft does not say that.

Instead, European B2B teams should check which audience source is actually powering their campaign rather than assuming the expanded company-list capability gives them the same coverage available elsewhere.

For agencies managing multinational accounts, that is especially important when one campaign structure is copied across the US, UK and EU.

HubSpot integration is a different story

The same Microsoft update says Microsoft Advertising is now live in HubSpot.

The integration is designed to connect advertising activity with CRM contacts, deals, pipeline and revenue.

It can also trigger follow-up actions when campaigns generate leads.

For marketers, this is potentially more important than another targeting feature because it moves campaign evaluation closer to downstream business outcomes.

Instead of stopping at clicks or lead-form submissions, teams can compare campaigns against contacts and deals tracked in HubSpot.

Microsoft’s announcement does not state the same EEA/UK/Switzerland exclusion for the HubSpot integration.

That does not mean every HubSpot account automatically qualifies. Microsoft points advertisers to HubSpot’s own requirements covering subscription plans, access and setup.

So these should be treated as two separate questions:

  1. Can the Microsoft Advertising–HubSpot integration be connected?
  2. Which Microsoft audience products are available for the market being targeted?

Do not combine them into one availability assumption.

Optimization experiments are now GA before the holiday peak

Microsoft also made optimization experiments generally available for:

  • Search;
  • Shopping;
  • Audience;
  • Performance Max.

The timing is useful.

Microsoft is positioning the feature as a way to test bidding, targeting and creative changes before holiday demand peaks.

For European advertisers, this is probably the most immediately actionable part of the release.

Rather than changing a live campaign and judging the result from a before-and-after comparison, advertisers can run a controlled experiment against the existing setup.

That is particularly useful when testing:

  • bidding changes;
  • new creative;
  • targeting changes;
  • campaign configuration;
  • Performance Max adjustments.

The important constraint is still measurement quality.

An experiment can tell you whether one setup outperformed another inside the test. It does not automatically tell you why the difference occurred or whether the same result will hold through peak-season demand.

A five-minute European advertiser check

Before applying Microsoft’s September updates across a multinational account, check these five things.

1. Identify the markets in the campaign.

Separate EEA, UK and Switzerland from other Microsoft Advertising markets.

2. Check whether company-list targeting is part of the plan.

If it is, do not assume the expanded 10,000-company capability means identical audience coverage in Europe.

3. Separate CRM activation from audience targeting.

HubSpot integration and LinkedIn company-list targeting are different features with different eligibility considerations.

4. Use experiments before making broad Q4 changes.

If you are changing bidding, targeting or creative, test where practical rather than replacing the control setup immediately.

5. Check your API migration timeline.

Microsoft says new functionality will continue to appear in both SOAP and REST APIs until SOAP is deprecated on 31 January 2027.

Teams maintaining advertising integrations should use the extension as migration time, not as a reason to postpone the work again.

What NEMO will watch next

The most interesting question is whether Microsoft’s geographic qualification changes.

NEMO will watch for:

  • any expansion of company-list consumer data into the EEA, UK or Switzerland;
  • additional HubSpot eligibility guidance for European advertisers;
  • changes to optimization experiment availability;
  • more granular reporting for Microsoft’s AI and Copilot advertising surfaces;
  • updates to the January 2027 REST migration deadline.

For now, the September release is a useful reminder that global ad-platform launches often have a second layer:

feature availability and data availability are not always the same thing.

Primary sources

Microsoft Advertising — September 2026 product update
https://about.ads.microsoft.com/en/blog/post/september-2026/less-busywork-more-growth-what-new-in-microsoft-advertising-this-september

Microsoft Advertising — REST API documentation and migration resources
https://learn.microsoft.com/en-us/advertising/

Product availability can change. This article reflects Microsoft documentation available on 2 October 2026.