Madison and Wall Podcast

Dive into intriguing discussions on the reliability of government job data, featuring Jerome Powell's insights. Explore the latest US ad forecasts predicting impressive growth, along with trends impacting small and large advertisers. Discover Pinterest's strategic acquisition of tvScientific to enhance CTV performance. The analysis of programmatic ads reveals a rapid growth trajectory, while debates on CTV's future raise questions about market expansion versus share acquisition. Light-hearted banter wraps up the engaging session!

The hosts dive into Netflix's ambitious bid for Warner Bros. Discovery, unpacking regulatory hurdles and political implications. They explore the dynamics of potential streaming bundles and consumer spending trends, showing a modest growth in video expenditures. Discussion shifts to Omnicom's integration of Interpublic, highlighting leadership challenges and talent risks. The interplay of inflation data and economic signals rounds out their commentary, offering insights on future rate cuts and industry expectations.

Dive into the latest trends in AI content licensing, where publishers are encouraged to partner early for better returns. Explore the surprising consistency of weak TV revenue trends in Europe and the implications of Meta's recent antitrust victory. Unpack the dynamic growth of retail media, driven by major players like Walmart and Target, and how AI could reshape the landscape. Plus, insights on the evolving economic signals and holiday preparations add a personal touch.

This week, the conversation dives into the recent economic data from Europe, revealing implications for advertising benchmarks. Disney's streaming strategy is put under the microscope as they analyze its impact on pricing and Hulu's growth. The potential for programmatic sales in major events like the Super Bowl sparks a lively debate. Key insights into agency earnings highlight flat trends, while a discussion on Paramount’s revenue practices uncovers the complexities of principal trading in advertising. Traditional media partnerships with digital platforms also take center stage.

We review our latest work of the week including our analysis of the latest earnings results from ad tech, publishing, outdoor advertising, Comcast's interest in ITV and much, much more

We review our latest work of the week including our analysis of streaming / CTV advertising pricing, new data from Google, Meta and Amazon showing acceleration in advertising growth - but also caution in spending from packaged goods companies - and the latest from WPP.

We review our latest work of the week including our analysis of the latest earnings results from Netflix and Omnicom, commentary from CEOs and CFOs at the world's largest marketers and a summary of our recent research on meaningful changes in marketers' use of agencies for media owner payments.

We review our latest work of the week including our analysis of growth trends from Publicis, Havas and Nestle as well as a deeper dive into growth trends for large and small marketers

We review our latest work of the week including our analysis of news on TV network sales consolidation (along with implications for markets around the world), AI Search, Zeta Global and Applovin with broader read-throughs for the larger brands who don't currently work with the latter two companies but prefer price and convenience over control and transparency.

We review our latest work of the week including our analysis of news from The Trade Desk, total spending volumes from Google's DV360, the Havas-Horizon and independent agency growth rates