Madison and Wall Podcast

Madison and Wall
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Aug 22, 2025 • 9min

Ep. 49: Meta's Metrics, Retail Media Acceleration Vs. E-Com Deceleration, the Cord-Cutting "Singularity" and More

This week’s discussions highlight alarming measurement issues at Meta, revealing how inflated ad metrics are impacting marketing strategies. The retail media landscape is booming, growing 24%, while e-commerce struggles, showing just a 5% increase. Transitioning views on pay TV are reshaping advertising investments, reflecting changes in consumer habits. Amid economic pressures, advertisers are still investing heavily, showcasing a resilient yet complex advertising environment. Tune in for an insightful look at the changing dynamics in both retail and media!
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Aug 15, 2025 • 11min

Ep. 48: M&A in Broadcasting and Agencies, Dentsu + Globant 2Q25 Results and CPG Trends

The hosts discuss the latest M&A news in broadcasting, focusing on Tegna and Nexstar. They dive into the challenges faced by advertising agencies, particularly the stagnant growth of Dentsu and Globant's revenue slowdown. Recent consumer sentiment declines are explored, revealing the toughest conditions for the packaged goods industry since 2017. Despite rising inflation, spending is slowing down, raising questions about the impact on advertising trends. Anecdotes from their Toronto trip add a personal touch to the conversation.
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Aug 8, 2025 • 15min

Ep. 47: The Trade Desk, Ad Tech, TV and More Ad Trends For 2Q25

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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Aug 1, 2025 • 14min

Ep. 46: Meta and Other Company 2Q25 Results + Marketer Commentary Indicate Healthy Ad Market Despite Weakening Economy

We review our latest work of the week, which included an analysis of the latest results from Meta, Comcast, Pro7Sat1 and others, our take on comments from large marketers' CEOs and CFOs, plus how to interpret Stagwell's latest results and much more.
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Jul 25, 2025 • 7min

Ep. 45: Google 2Q25, Marketer Spend Trends, IPG Results and Global TV Advertising

We review our latest work of the week, which included an analysis of the latest results from Google, comments from large marketers' CEOs and CFOs, IPG's quarterly trends and early reads on the most recent quarter for global TV advertising
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Jul 18, 2025 • 11min

Ep. 44: Tik Tok Letters, Agency Growth, Netflix and More

We review our latest work of the week, which included an analysis of TikTok's letter to the Canadian government and incomplete claims of economic benefits, the latest agency growth trends following Omnicom and Publicis earnings, network content spending trends in context of the end of Stephen Colbert's Late Show and Netflix's ongoing growth + more.
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Jul 11, 2025 • 11min

Ep. 43: WPP's New CEO, 2Q25 Indie Agency Growth Trends and More

This week we review our latest work exploring last week's earnings warning from WPP and its subsequent CEO appointment as well as our latest analysis of growth trends for independent agencies.
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Jul 4, 2025 • 8min

Ep. 42: Global Digital Services Taxes, Tarrifs' Impact on Marketing and More

This week we review our latest work exploring digital services taxes in context of Canada-US trade disputes, the latest commentary from marketers' CEOs and CFOs on the impact of tarrifs on their businesses and more.
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Jun 28, 2025 • 8min

Ep. 41: RTL, TF1 and Corus vs. Amazon, Disney and Netflix, Politics in Agency + More

In this week's episode of the Madison and Wall podcast we review our latest work, including a review of the strategic choices broadcasters such as Canada's Corus, France's TF1 and Germany's RTL are making in the face of growing competition from streamers as well as the political reality facing global agency holding companies in the wake of last week's FTC consent decree.
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5 snips
Jun 20, 2025 • 8min

Ep. 40 AI's Impact on Agencies, Accenture Reorg, AdTech Everywhere at Cannes

Discover the vibrant energy of Cannes and its impact on the advertising industry! Enjoy personal anecdotes, like a whimsical train ride to Italy. Dive into the shifting landscape of ad tech with insights on how giants like Amazon and Roku are evolving. Explore Accenture's media strategy and the game-changing role of AI in marketing. This lively discussion blends industry news with personal reflections, providing a comprehensive view of current trends.

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