Madison and Wall Podcast Ep. 47: The Trade Desk, Ad Tech, TV and More Ad Trends For 2Q25
Aug 8, 2025
Dive into the world of advertising as the hosts break down the latest trends from the second quarter of 2025. Discover how economic uncertainties and tariffs are reshaping business strategies. Explore insights from industry giants like Airbnb and Snap, revealing the shift needed for media companies to stay viable. The discussion also highlights the contrasting performances in traditional versus digital advertising, alongside the competitive dynamics in the ad tech landscape with major players like Trade Desk. Get ready to learn about the future of advertising!
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Tariffs Create Near-Term Uncertainty
- Brian Wieser says tariffs have started to hit and will create deterrent effects on the economy.
- He warns advertising spending hasn't yet reflected the full impact of those tariffs.
Marketers Show Caution, Not Wide Pullback
- Brian Wieser notes marketers show some conservatism heading into the second half of the year.
- He emphasizes this caution isn't a broad pullback from advertising budgets.
Platforms May Have Reached Peak Growth
- Brian Wieser argues Snap and Spotify may have plateaued after earlier rapid gains.
- He suggests platforms that 'over-earned' will struggle to sustain double-digit growth.