Madison and Wall Podcast

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

We review our latest work of the week including read-throughs on the impact of the news impacting Jimmy Kimmel Live!, including the impact on streaming and subscription services in general (which would be poised to continue growing even if Disney didn't also announce price increases), an analysis of the current state of auto advertising, new data from the IRS indicating that SMBs are not driving advertising growth and more

Dive into insightful discussions about the recent Fed interest rate cut and its impact on advertising budgets. Explore how strong retail sales, especially in e-commerce, influence the advertising landscape. The analysis of agency earnings from M&C Saatchi and S4 Capital reveals client trends, while the unexpected implications of Jimmy Kimmel's pre-emption might redirect TV advertising toward more sports and digital channels. Get ready for a mix of economic insights and industry shifts!