Media Intelligence

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

Brian and Kate talk about the latest e-commerce sales numbers, “Peak TV,” the vibe shift at Meta, and compare time spent on Facebook vs TikTok. Plus Kate talks to another small business owner. Related links: https://www.census.gov/retail/index.html#ecommerce https://www.tommyigoe.com/ Music credit: Joseph McDade

Brian thinks chocolate is just like ad tech, Kate talks to a small business owner about their advertising, and - on the eve of the Super Bowl - Brian and Kate talk trends in sports viewing and ad revenue. Related links: http://marketingmag.ca/news/advantage/beer-chocolate-and-why-tech-isnt-a-bigger-differentiator-in-ad-tech-column-106558 http://www.ggmsausalito.com/ Music credit: Joseph McDade

Brian and Kate talk about subscription cancel culture, Meta’s earnings call, and the latest in gaming news. Then Brian "sings like Neil" and conducts a real time experiment with Spotify’s Covid-19 advisory capabilities. GroupM’s Executive Director, Channel Solutions Jen Soch joins the pod to talk about the process brands go through in deciding whether or not to remove their ads from a platform. Related links:  https://www.youtube.com/watch?v=veMiNQifZcM https://www.wsj.com/articles/streaming-data-netflix-hbo-disney-hulu-11643560207 https://investor.fb.com/investor-events/event-details/2022/Meta-Q4-2021-Earnings/default.aspx Overdue music credit: Joseph McDade

Kate and Brian take issue with some of the assumptions in the Video Advertising Bureau's investigation into Nielsen's audience undercounting,  discuss Google's Topics proposal, and Brian talks to Joseph Turow, the Robert Lewis Shayon Professor of Media Systems & Industries at the Annenberg School for Communication about the state of data privacy.  Links to news, reports, and research cited in this episode: https://www.nexttv.com/news/nielsen-out-of-home-error-was-a-big-deal-vab-says https://blog.google/products/chrome/get-know-new-topics-api-privacy-sandbox/ https://www.asc.upenn.edu/people/faculty/joseph-turow-phd

In this week's episode of This Week Next Week, Brian and Kate tackle Netflix's fourth quarter earnings, gaming media, Microsoft's Activision Blizzard acquisition, 3D printing, and ask listeners to weigh in on what will come first: scaled connectivity between digital advertising and 3D printing or a scaled metaverse advertising business? (Send your thoughts and comments to business.intelligence@groupm.com).  Links to the data and stories referenced in this story below: https://www.congress.gov/117/bills/s2992/BILLS-117s2992is.pdf https://www.booker.senate.gov/imo/media/doc/booker_announces_introduction_of_bill_to_ban_surveillance_advertising.pdf https://ir.netflix.net/financials/quarterly-earnings/default.aspx https://view.officeapps.live.com/op/view.aspx?src=https://c.s-microsoft.com/en-us/CMSFiles/ABInvestorCall.docx?version=8a084f42-3d2d-105b-12af-17be79328b24 https://www.nytimes.com/2022/01/18/sports/sports-betting-california.html https://www.ikea.com/de/de/cat/deko-accessoires-24924/