Madison and Wall Podcast Episode 10: TikTok Banned, Eh? Plus, A Deluge of 3Q24 Advertising Data
Nov 8, 2024
The podcast dives into the potential TikTok ban in Canada and its implications for U.S. competitors. There's a fascinating look at how AI is reshaping marketing strategies in fast food. The discussion shifts to the decline of national TV ad revenues and what that means for political advertising. Insights on outdoor advertising performance and the impact of regulatory changes on younger social media users also make waves. Lastly, it highlights Paramount's advertising trends and how ownership caps affect industry dynamics.
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Transcript
Episode notes
TikTok Ban's Industry Impact
- Canada's TikTok ban means no physical operations but app access continues.
- This scenario previews potential US bans and likely ad spend shifts to Meta, Alphabet, and Snap.
Decline in National TV Advertising
- National TV ad spend is down high single digits after adjusting for NFL scheduling and political ads.
- This trend is confirmed by multiple broadcasters like Warner, Fox, and Paramount.
Sky's Underreporting Revealed
- Sky underreported payments to partners like Paramount since 2017, causing recent revenue boosts.
- Such reconciliations impact reported growth but usually don't alter long-term trends significantly.