Media Intelligence

Kate comes back from vacation with a first-hand account of consumer spending in action, lending some anecdotal evidence to the growth we're seeing in the services industry. Brian goes over his big takeaways from Cannes, including the future of Netflix's ad business and his conversation with Citigroup's Tom Singlehurst about the current state of the media industry, and he teases his upcoming chocolate marathon. Music credit: Joseph McDade

It's finally here. Brian and Kate discuss the findings of GroupM's This Year Next Year 2022 Mid-Year Global Advertising report, explaining why they still expect solid growth this year despite some economic concerns. Related Links: GroupM: This Year Next Year 2022 Mid-Year Global Advertising Report Music credit: Joseph McDade

Parveen Sheik, from GroupM India, joins the show to discuss the intricacies and high stakes of the imminent media rights bidding process for the IPL, India's top cricket league. But first, Brian and Kate go over some inflation statics from around the world and what that means for the price of bacon. Then a quick look at the current shipping logistics morass before getting into the surprising shakeup at the top of Disney. And get ready for next week, when GroupM will release its This Year Next Year 2022 Mid-Year Global Advertising report. Music credit: Joseph McDade

Brian and Kate briefly take us through the ad markets of Thailand and the Philippines as GroupM prepares to release the This Year, Next Year 2022 Mid-Year Global Advertising report. Then they examine the potential global impact of pending legislation and legal actions in the US focused on Big Tech's moderation of content and whether or not certain companies qualify as common carriers. Lastly, Brian explains why he thinks the economy isn’t necessarily on the brink of disaster. Related links:  WSJ: Why Sheryl Sandberg Quit Facebook's Meta  Bloomberg: Jamie Dimon Says JPMorgan Is Bracing Itself for Economic ‘Hurricane’ https://www.ohioattorneygeneral.gov/Files/Briefing-Room/News-Releases/Filed-Complaint-(Time-Stamped).aspx Music credit: Joseph McDade

Brian buys his wife an anniversary gift and suffers the (retargeting) consequences. Then Brian and Kate discuss Texas Bill HB 20, which would limit the moderation of social platforms, and look at new retail sales data from China. Then Kate sits down with GroupM China CEO Patrick Xu and GroupM Poland CEO Izabela Albrychiewicz to talk about how they see their markets performing this year amid global monetary, health, and geopolitical challenges. Music credit: Joseph McDade

Kate and Brian offer a sneak peek at GroupM's forthcoming This Year, Next Year report with a round-the-world rundown of top trends, including recession worries in the U.K., lockdowns in China, the coming global expansion of major U.S. broadcasters. And, of course, we address the latest news on Elon Musk's Twitter takeover bid. Music credit: Joseph McDade

Brian and Kate address current analyst and investor panic as they dig into the latest platform and e-commerce earnings reports. Then Chief Media Correspondent at Insider, Claire Atkinson, joins the podcast to discuss the twists, turns, and personalities calling the shots at Warner, Paramount, and Disney. Related links: Claire Atkinson on Twitter and Insider. Music credit: Joseph McDade

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