Media Intelligence

We unpack the big television downgrade of Q3 and try to unmask the culprit that’s killing the medium. Hint: digital endemics and tough pandemic comparables are looking suspicious. We look at recent ad-tech earnings figures, and then put all the attention-grabbing headlines around Twitter in context with the platform’s actual share of attention among advertisers. Music credit: Joseph McDade

We sift through yet another week of earnings, this time from big TV players like Paramount, Warner Bros. Discovery and Canal+. Special guest Tom Narayan, Lead Equity Analyst for European Autos at RBC Capital Markets, joins to discuss the health of the automotive sector — a major contributor to the global advertising economy. Music credit: Joseph McDade

We look at earnings results from some of the world's top sellers of advertising, including Meta, which faced pointed questions from analysts on its results call. Traditional pay TV continues its slow decline, and questions abound as Elon Musk finally takes over Twitter. Music credit: Joseph McDade

We look at earnings from Snap and ask the question: "If a billion ad dollars were to come out of Twitter, where would it go?" Then it's more earnings breakdowns of Netflix and major CPG and luxury advertisers. Creative destruction is in full effect as digital endemics continue to gain share among the top 100 U.S. advertisers, and we dig through some academic literature for a little history lesson about the concept of reach. Related Links: Documents detail plans to gut Twitter’s workforce (The Washington Post) Denmark’s producers ‘completely screwed’ as ‘greed, overestimation of demand’ blamed for streamer stand-off (TBI) Music credit: Joseph McDade  

This week, we dive into the state of the economy in the U.S. and other parts of the world: from higher-than-expected new inflation data—but “less bad” than it could’ve been—to new retail sales data. As Q3 earnings reports begin to come in, we go through some key growth numbers from LVMH and PepsiCo. and discuss the impact of Kroger’s acquisition of Albertsons for $24.6 billion. And, as we take you through Domino’s Q3 earnings, Brian tells us the importance of the proper water-to-dough ratio in making a "good"* pizza. Nidhi Shah, Business Intelligence Analyst with GroupM, joins the show to take us through the state of new business creation around the world and Kyle Roberts, CEO of AdImpact, joins to talk about current trends in political advertising. *Not actually possible without NYC water. Related Links: https://adimpact.com/ https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2022/3rd-quarter/c363d5ac-0a3e-483e-88ec-89767a8e266e.pdf https://www.oecd.org/industry/business-stats/ Music credit: Joseph McDade

We gut-check some comments from The Trade Desk's investor day and then look at the e-commerce ambitions of beauty companies. Kim K faced the equivalent of an SEC colonoscopy, while the Musk vs. Twitter saga continues. And we're joined by Phil Smith, director general of ISBA, to discuss advertiser sentiment in the U.K. amid political and economic uncertainty, and the need to push social media giants to ensure child safety and welfare on their platforms. Related Links: Social media firms ‘monetising misery’, says Molly Russell’s father after inquest (The Guardian) GroupM's Responsible Investment Framework Music credit: Joseph McDade

A mixed EU economy facing possible recession is seeing rising inflation yet low unemployment levels. With this backdrop, Italy's Mediaset reported new results and provided limited commentary in the wake of news of an "auction" for France's M6. We look at proposed local ad bans in the U.K. and Netherlands, the growth of e-commerce for big apparel brands, the state of political advertising in the U.S. and the latest on Musk vs. Twitter among many other topics. Related Links: Musk vs. Twitter Court Documents Eurostat Inflation Numbers This Year Next Year: 2022 E-Commerce & Retail Media Forecast (GroupM) Music credit: Joseph McDade

In this special episode, we discuss the findings from our This Year Next Year: 2022 E-Commerce & Retail Media Forecast, authored by Kate Scott-Dawkins. The report tracks the growth of the medium throughout the pandemic and dissects the economic trends impacting growth across the globe. Mudit Jaju, Global Head of E-Commerce for Wavemaker, joins to share his deep insights on the space. Related Links: This Year Next Year: 2022 E-Commerce & Retail Media Forecast (GroupM) Music credit: Joseph McDade

Inflation data from the U.S. and U.K. are stoking recession concerns, but the counterpoint of strong retail sales in China and America suggest there's more nuance to the economic outlook. We ponder the future business model of streaming following chatter around the future of Hulu. And a lesson in media training and data security as Big Tech executives are summoned to Capitol Hill yet again. Related Links: Warner Bros. Discovery Has Bigger Problems Than Its DC Search (Hollywood Reporter) Disney CEO Bob Chapek says he’d like to own all of Hulu ‘tomorrow’ but says chances of an early deal are slim (CNBC) Twitter whistleblower disclosure   FedEx Reports Preliminary First Quarter Financial Results and Provides Update on Outlook  TikTok’s C.E.O. Navigates the Limits of His Power (NYT) How China became big business for Twitter (Reuters) Bouygues: Proposed merger between the TF1 and M6 Groups abandoned Music credit: Joseph McDade

Brian and Kate pay tribute to Her Majesty Queen Elizabeth II. Then, they look back to 1974 to explain why the overall advertising industry can still grow within a negative economic environment. But acknowledging certain limits to advertising's upside, they explore the misconception that digital advertising would always grow at double digit percentages in light of recent news from Snap. Out-of-home is digitizing as part of its comeback journey, and cinema advertising may never return to what it once was. Related Links: This Is Snap's Turnaround Plan (The Verge) Clear Channel Outdoor Investor Day Paramount at the Bank of America Conference Music credit: Joseph McDade