On the podcast this week, Brian and Kate are joined by GroupM’s Global CEO Christian Juhl for a wide ranging discussion on Q1 earnings, a wave of recent GroupM news announcements, and what’s next for Twitter. Kate talks to Seb Rennie, GroupM's Chief Investment Officer for Australia and New Zealand, about how media buying works in Australia and Canada. Related links:  Meta's call after the call  Amazon Q1 results  Alphabet Q1 results  GroupM Announces Next Steps in its Transformation with Enhanced Agency Offerings and Unified Performance Organization Music credit: Joseph McDade

Brian admits he got it wrong and (sort of) eats his own words as he and Kate break down the implications of Netflix's announcement that it will consider creating an ad-supported offering. Then, a quick update on the latest in Musk v. Twitter and Denise Ocasio (Executive Director, Investment at Mindshare) and Jessica Brown (Director, Digital Investment at GroupM) join the show to explain the intricacies of the TV upfronts. Related links: https://www.bernachon.com/en/ https://www.youtube.com/c/NetflixIR/featured Music credit: Joseph McDade

Brian and Kate discuss the latest twists and turns in Elon Musk's quest for Twitter. Kate takes a look at “Tata Neu,” Tata’s new super app. We talk through the latest economic data and the potential for interest rate hikes to interfere with America’s greatest pastime: mortgage refinancing. And brand safety makes a surprise cameo appearance in the premiere of The Kardashians. Related Links: https://www.sec.gov/Archives/edgar/data/1418091/000110465922045641/tm2212748d1_sc13da.htm  Elon Musk speaks at TED 2022 Reuters: India's Tata launches "super app" in e-commerce challenge to Amazon, Walmart Reuters: Meta to take nearly half of sales made by its metaverse creators as fees Vulture: The Kardashians Series-Premiere Recap: Bodysuits and Lawsuits Music credit: Joseph McDade

Brian and Kate discuss Elon Musk’s investment in Twitter and the nuances of free speech in a monetized environment. Brian reads the management team tea leaves in the Discovery Warner acquisition and we get into the proposed privatization of Channel 4 in the UK. Kate discusses the findings of our groundbreaking new report on AI in advertising and chats with Daniel Hulme, WPP’s Chief AI Officer, about the impact of AI on advertising and marketing in the coming years. The Next 10: Artificial Intelligence  Daniel Hulme at TEDx: The Impact of AI - How humanity can use AI for it's own growth https://www.sec.gov/Archives/edgar/data/0001418091/000110465922041911/tm2211482d1_sc13g.htm UK’s Channel 4 set to be privatised by UK government Welcome to 'Le Monde' in English! Music credit: Joseph McDade

Kate and Brian talk about the proposed Nielsen sale and why everyone should expect to pay more for better research. Kate quizzes Brian on the latest Y Combinator class as a preview of advertisers to come, and Brian interviews Ari Paparo on the morality of ad tech tracking and digital advertising. Related links:  Washington Post: Facebook paid GOP firm to malign TikTok   Y Combinator Companies Ari Paparo on Twitter Nielsen Enters into Agreement to be Acquired by Evergreen- and Brookfield-Led Consortium for $16 Billion Music credit: Joseph McDade

Brian and Kate discuss the implications of the EU's Digital Markets Act. Brian debuts new data on concentration in the advertising industry and Kate discusses what a global shopping mall could look like. Brian contemplates the taste of an NFT.  Related links: Press conference by Andreas SCHWAB, Parliament's rapporteur, Cédric O, Minister of State for the Digital Sector, for the French Presidency of the Council, Margrethe VESTAGER and Thierry BRETON, for the Commission, on the Digital Markets Act (DMA) – results of the trilogue There’s No Global Shopping Mall Spotify and Google Announce User Choice Billing San Francisco Chocolate Salon Releases New Collection of Limited Edition NFT's Music credit: Joseph McDade

Kate and Brian reflect on lessons for advertising from the buffet of new TV shows about startup brands behaving badly, the role of boards, and the importance of skepticism. Kate weighs in on the latest retail sales data out of the US and China. Brian looks at advertising spend among digital endemics. Kate makes her pick for the NCAA tournament. Related links: The Dropout Super Pumped  WeCrashed Music credit: Joseph McDade

Brian shares new research into the impact of crude oil prices on advertising. Kate reviews the diversity of media company boards and, following the Morgan Stanley TMT conference, Brian and Kate discuss what was said, or not said, by Netflix, Fox and Meta. Music credit: Joseph McDade

In this episode Brian talks all things video, from cord-cutting and consumer spending on video, to studio content spending and results from ITV and Pro7Set1. Kate speaks with Antenna CEO Jonathan Carson about the state of streaming subscriptions in the US and looks ahead to International Women's Day next week. Related Links https://thewaltdisneycompany.com/disney-to-introduce-an-ad-supported-subscription-offering-in-late-2022/ https://www.antenna.live/download-report Music credit: Joseph McDade

Brian and Kate touch on the unfolding crisis in Ukraine and its potential macroeconomic implications. Kate shares takeaways from tech company earnings reports and Brian gives a read out on consumer packaged goods trends following this week’s CAGNY conference. Plus Kate reads a magazine and Brian weighs in on the audience for Formula1. Related links: https://www.aiera.com/ https://consumeranalystgroupny.com/ https://www.formula1.com/en/latest/article.formula-1-announces-tv-race-attendance-and-digital-audience-figures-for-2021.1YDpVJIOHGNuok907sWcKW.html Music credit: Joseph McDade