Madison and Wall Podcast

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!

Discover the latest advertising trends in the U.S. and Canada, highlighting growth despite economic challenges. Dive into the evolving landscape of pharmaceutical advertising with new regulations on the horizon. Explore the implications of a potential merger between major media players Paramount and Warner Bros. Plus, get insights into the recent upheavals in the consumer packaged goods sector. A fresh take on how these changes impact advertising strategies and corporate dynamics awaits!

The hosts dissect the current U.S. economy, revealing a surprising optimism among marketers despite stagflation. They share insights from a former media director about the evolving role of media agencies in shaping marketing strategies. The conversation delves into the challenges of balancing marketing budgets, particularly in light of Google's recent antitrust ruling. Overall, the discussion highlights the complexities of adapting to new market dynamics while emphasizing the need for innovative approaches in advertising.

We review our latest work of the week, which included observations on inflation, Dentsu's prospective sale, the Gap's pursuit of more effective but less costly spending on marketing 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!