Media Intelligence

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

The northern hemisphere summer may be slowing down, but what about the pace of ad-spending among primarily digital businesses? We get into the numbers for 'Digital Endemics' and find a specific sector bucking the trends. Also: in the age-old debate between brand and performance, where are marketers currently focused and why? Plus: the love/hate triangle between AppLovin, Unity, and IronSource. And: Sean Cunningham, President and CEO of the Video Advertising Bureau (VAB), joins the podcast to discuss the future of video measurement. Related links: https://www.groupm.com/digital-endemic-businesses-2022-2nd-quarter-takeaways/ https://thevab.com/about Music credit: Joseph McDade

Kate and Brian pore over recent e-commerce and retail data, explaining the difficulties of finding the "new plateau" of growth and unpacking macro housing trends from home improvement retailers. Networks sign big-money contracts for the rights to the Big Ten and the Champions League. Erica Farber, CEO of the Radio Advertising Bureau, joins the show to talk about the oft-overlooked medium and how the definition of radio has changed. Brian reads us a bed time story about recessions. Related Links: Why Radio: RAB Research Music credit: Joseph McDade

Brian and Kate analyze the implications of Disney introducing an ad-supported tier of Disney+ at the current price of the ad-free version, which will soon see a price hike. CPG companies and TV networks are seeing growth, and European economies are relatively healthy despite there not being enough corgis in sunglasses riding vespas.  Related Links: Ad-Supported Disney+ Subscription Tier to Launch December 8 in the U.S. Music credit: Joseph McDade

Brian and Kate get into the latest earnings reports from RTL, Warner Bros. Discovery, Paramount and more and share new data about the acceleration of cord-cutting and related shift to streaming. Brian reveals new figures for the estimated number of pirated Netflix households and how that could impact the platform’s advertising plans. Kate updates us on the latest economic numbers, including job growth, inflation and rising interest rates. And, finally, Nicola McCormick, GroupM’s Global General Counsel, joins the podcast to take us through the potential implications of pending and proposed privacy and antitrust legislation around the world. Related Links:  https://www.irs.gov/statistics Music credit: Joseph McDade

Brian's back from vacation to explain with Kate why the advertising economy isn't actually in a terrible place right now, despite all the chatter that may say otherwise. Krystal Olivieri, GroupM and Choreograph's Chief Global Innovation Officer, makes her podcast debut to give an update on Chrome's latest third-party cookie deprecation delay and illustrate the impact media supply chains have on carbon emissions. Related Links: Calculating a Cleaner Future Now: A Unified Methodology for Accelerated Media Decarbonization Music credit: Joseph McDade