This Week Next Week: Recent Episodes

GroupM

GroupM's Business Intelligence team discusses the latest news and research in media and marketing each week.

How privacy rules, AI growth, and EV competition are reshaping advertising

In this episode of the Media Intelligence Podcast, the team unpacks the week’s biggest stories in media, marketing, and global business. From Europe’s push toward ad-free social media to AI’s economic boom and the worldwide EV race, they explore how regulation, consumer values, and technology are reshaping advertising strategies. Regional insights from WPP’s global forecast and the impact of major sports events round out a packed agenda.

Key Topics Discussed

Europe’s “consent or pay” social media models and regulatory push on privacy, youth safety, and mental health.
Global sentiment on banning social media for children under certain ages.
Potential long-term advertising impacts if younger generations delay or avoid social media adoption.
PepsiCo’s Q3 performance, cost optimization, and brand refresh toward healthier products.
Dell’s AI-driven growth, PC sales trends, and the Windows 10 end-of-support upgrade cycle.
China’s goal to produce one-third of the world’s cars by 2030 and its EV export strategy.
Tesla’s pricing changes and the challenges of EV adoption in the U.S.
Economic bifurcation affecting auto sales and marketing messaging.
Digital addressable advertising now comprising ~80% of total ad spend.
Regional insights from WPP’s “This Year, Next Year” forecast: EMEA, APAC, and LatAm trends.
The advertising boost from the 2026 FIFA World Cup and Winter Olympics.
Gen Z’s shifting values and what they mean for brands and hiring managers.

Chapters

00:00 Introduction & Europe’s Ad-Free Social Media Models
05:25 PepsiCo Earnings & Healthier Snacking Trends
09:50 Dell’s AI Growth & Hardware Market Insights
14:55 China’s Auto Ambitions & Global EV Competition
19:46 Economic Divide, Auto Marketing & Addressable Ads
22:25 Global Ad Forecast Insights: EMEA, APAC & LatAm
25:44 Sports Events Driving Future Ad Spend
27:13 Closing Thoughts & What’s Next

On this week’s Media Intelligence Podcast, Kate Scott-Dawkins, Jeff Foster, and Nidhi Shah from WPP Media’s Business Intelligence team discuss some of the week’s biggest media and marketing stories. Topics include TikTok’s $14B valuation and what it means for the platform’s future, the latest UK inflation data, rising streaming subscription prices, Netflix’s new partnership with AB InBev, and OpenAI’s plans to introduce advertising. The team looks at how these developments could affect brands and advertisers as we head into Q4.

Key Topics

TikTok’s $14B valuation and U.S. ban update
UK inflation trends and global economic signals
Netflix teams up with AB InBev for native advertising
Streaming service price hikes compared to cable costs
Comcast spinout Versant’s revenue decline
Affiliate TV station consolidation in the U.S. and Europe
OpenAI’s push toward ad monetization with Pulse

Chapters

00:00 – Introduction & TikTok valuation update
02:21 – UK and global economic outlook
11:55 – Netflix and AB InBev partnership
15:27 – Streaming price hikes vs cable costs
20:01 – Comcast spinout Versant revenue trends
23:23 – Affiliate TV station ownership and consolidation
28:14 – OpenAI moves toward advertising

Links:

WPP Media's Mid-Year Global Advertising Forecast Update: https://www.wppmedia.com/news/tyny-midyear-2025

Kate Scott-Dawkins and Jeff Foster break down the Fed’s first rate cut in a year, new US income data, and what a “two-speed” economy means for brands. They cover TikTok’s uncertain US future, the rumored Warner Bros. Discovery–Paramount mega-merger, billion-dollar sports rights, fresh AI usage insights from Anthropic and OpenAI, and the IPOs that could reshape ad spend transparency.

Key Topics Discussed

The Fed’s Big Move – A quarter-point rate cut is here. What does it mean for the economy, the ad market, and the rest of 2025?
Two-Speed Economy – Fresh Census data shows income gains for some groups, declines for others, and a widening gender pay gap. How are brands balancing premium products with value options?
TikTok’s US Cliffhanger – Another deadline extension, a possible deal with US investors, and the big question: who controls the algorithm?
A Media Mega-Merger? – If Warner Bros. Discovery and Paramount join forces, they could dominate US TV ad sales, shake up sports rights, and rival Netflix in streaming scale.
Sports & Ad Dollars – From the Super Bowl’s billion-dollar day to tech giants eyeing broadcast rights, what’s next for advertisers and networks?
AI in the Real World – New data from Anthropic and OpenAI reveals how people are actually using AI — from coding to meal planning — and what it means for marketers.
IPO Watchlist – Recent debuts like Klarna and Figma, plus private giants like ByteDance, OpenAI, and Shein that could reshape ad spend transparency.
Looking Ahead – Industry events in Japan, upcoming inflation and consumer sentiment reports, and what to watch in Q4.

Chapters

00:00 - Introduction & Fed Rate Cut Overview03:33 - US Income Data & Two-Speed Economy07:30 - TikTok’s Uncertain US Future11:00 - Warner Bros. Discovery–Paramount Merger Analysis19:53 - Sports Rights, Super Bowl Economics & Media Competition21:12 - AI Adoption Trends from Anthropic & OpenAI28:39 - IPO Trends & Advertising Spend Visibility32:44 - Upcoming Events & Closing Remarks

Links:

This Year Next Year MidYear Forecast 2025: https://www.wppmedia.com/news/tyny-midyear-2025
Anthropic (Claude) Economic Index interactive report: https://www.anthropic.com/economic-index
OpenAI (ChatGPT) "How People Use ChatGPT": https://cdn.openai.com/pdf/a253471f-8260-40c6-a2cc-aa93fe9f142e/economic-research-chatgpt-usage-paper.pdf

Pharma ad crackdown, Murdoch succession, NFL streaming surge, EV ad spend, plus economy, 2030 ad trends, and Apple’s latest showcase.

Kate Scott-Dawkins and Jeff Foster unpack a busy week in advertising and media: the Trump administration’s potential crackdown on pharma ads, the Murdoch family’s succession deal, NFL’s streaming surge from Brazil, and aggressive EV ad spending from Lucid, VinFast, and Chinese OEMs. Plus, a U.S. economy update, highlights from WPP’s 2030 Advertising Futures report, and takeaways from Apple’s latest showcase.

Chapters:
00:00 - Introduction & sports recap
01:08 - U.S. economy: Inflation, jobs revisions, Fed outlook
03:25 - Pharma ad crackdown & market impact
06:00 - Murdoch succession & media strategy
10:07 - NFL on YouTube TV: Brazil game success
11:00 - Auto ad trends & EV newcomers
13:13 - Advertising in 2030: WPP’s extended-cut report
17:15 - Apple tech showcase: Incremental updates
19:10 - Wrap-up & next week’s preview

Advertising in 2030 report: https://www.wppmedia.com/news/Latest-Advertising-in-2030?utm_source=MediaIntelligence&utm_medium=podcast&utm_content=ep75

In this week’s WPP Media Intelligence Podcast, Kate Scott-Dawkins, Jeff Foster, and Nidhi Shah break down the biggest media and advertising stories shaping the global market. From last-minute US carriage deals to the NFL’s free-to-air push in the UK, and a major European media merger, we explore what these moves mean for advertisers. Plus, we look at newspaper ad revenue trends, China’s growing media players, and how AI investment is fueling economic growth.

Key takeaways:

How Fox and YouTube TV avoided a blackout before football season
Why Disney is suing Sling TV over $5/day streaming passes
NFL’s new free-to-air deal in the UK and its impact on sports rights
The MFE + ProSiebenSat.1 merger and European media consolidation
Newspaper ad revenue trends in the US and UK
Xiaomi and ByteDance’s role in the global ad market
How AI investment is driving ad spend growth into 2026

Chapters:
00:00 – Introduction & Episode Preview
01:25 – Fox & YouTube TV Carriage Dispute and Skinny Sports Bundles
05:44 – Disney Sues Sling TV Over Short-Term Streaming Passes
08:18 – NFL Goes Free-to-Air in the UK & Sports Rights Landscape
11:22 – European Media Consolidation: MFE and ProSiebenSat.1 Deal
14:45 – Newspaper Ad Revenue Trends in US and UK
17:27 – China-Based Players: Xiaomi, ByteDance & AI Investments
20:17 – Closing Thoughts & Upcoming Sports Events

This Year Next Year Midyear Forecast 2025: https://www.wppmedia.com/news/tyny-midyear-2025

Kate Scott-Dawkins is joined by Jeff Foster and Nidhi Shah to break down the latest trends in the economy, media, and advertising. They chat about what lower-than-expected US inflation means for consumers, how Chinese retailers are staying strong despite economic challenges, and some exciting moves in sports streaming and local TV. Plus, they dive into the rapid rise of AppLovin and what it means for advertisers.

00:00 - Introduction
Welcome and overview of inflation, AppLovin, and sports streaming topics.

01:37 - Inflation and Retail Trends
Mixed inflation signals, tariffs, and how advertisers are responding.

08:36 - Global Economic Updates
UK, EU, and China’s growth trends, plus retail spending shifts.

15:49 - Tencent and Mini-Programs
Tencent’s ad growth and the rise of short-form content in China.

20:10 - Sling TV’s $5 Sports Pass
Sling TV’s innovative pricing and its potential impact on streaming.

26:22 - Local TV Consolidation
Nextar and Tegna talks, and what it means for advertisers.

31:14 - AppLovin’s Growth
AppLovin’s 77% growth and its rise as a major advertising player.

34:26 - Wrap-Up and Future Trends
Final thoughts on media shakeups and what’s ahead for advertisers.

Mid-Year Global Advertising Forecast Update: https://www.wppmedia.com/news/tyny-midyear-2025?utm_medium=podcast&utm_content=episode_73_description

EDITOR NOTE: In the episode, we mention that AppLovin’s ad revenue grew 77% in Q2 to $1.3 billion. To clarify, the 77% growth refers to year-over-year performance, not quarter-over-quarter.

This week, Kate Scott-Dawkins is joined by Jeff Foster, Nidhi Shah, and special guest Aisha Khan to break down the latest Q2 earnings reports from major media and commerce players.

They talk about Disney’s NFL-ESPN deal, Fox’s Tubi success, Warner Bros. Discovery’s struggles, and the booming growth of retail media.

Plus, they explore how tariffs are affecting businesses, AI’s growing role in advertising, and the blending of streaming and commerce.

00:00 - Introduction
01:38 - Disney’s NFL-ESPN Deal and Speculation on ESPN’s Future
04:36 - Fox’s Tubi Growth and Political Ad Revenue Highlights
07:27 - Warner Bros. Discovery’s Struggles with Streaming and Linear Declines
10:27 - Retail Media’s Explosive Growth: Mercado Libre, Shopify, and More
14:06 - Tariffs and Their Impact on Retailers and Consumers
16:14 - AI’s Role in Advertising and Commerce Trends
19:22 - Shopify’s Expansion and Success with Larger Clients
21:41 - Snap’s Underperformance and Digital Advertising Trends
22:12 - Closing Thoughts and Preview of Next Week’s Topics

Mid-Year Global Advertising Forecast Update: https://www.wppmedia.com/news/tyny-midyear-2025?utm_medium=podcast&utm_content=episode_72_description

Kate Scott-Dawkins, Jeff Foster, and Nidhi Shah break down a whirlwind of economic news. They explore how tariffs and globalization are shaking up industries, dive into mixed earnings from media giants, and celebrate Reddit’s big ad revenue boost.

The hosts also discuss AI’s growing role in advertising, challenges for traditional TV networks, and kids’ changing viewing habits from Ofcom’s latest report. Plus, hear how L'Oréal is using AI to innovate in beauty tech and what slowing consumer spending means for luxury brands.

00:00 - Economic Whirlwind: Analyzing Recent Trends
06:21 - Media Owners Earnings: Insights and Growth
13:41 - AI's Impact on Advertising: The Future of Marketing
17:06 - Reddit and Meta: Diverging Paths in Digital Advertising
23:49 - AI's Impact on Advertising Strategies
25:58 - Challenges for Legacy Media in the AI Era
27:17 - Earnings Insights from Major Broadcasters
28:36 - The Role of Sports in Advertising Revenue
31:56 - Paramount's Earnings and Industry Changes
35:35 - Ofcom Report: Trends in UK Video Consumption
38:42 - L'Oréal's Growth and AI Innovations

Mid-Year Global Advertising Forecast Update: https://www.wppmedia.com/news/tyny-midyear-2025?utm_medium=podcast&utm_content=episode_71_description

Kate, Jeff, and Nidhi chat about the latest earnings from big names like Google, ITV, and Televisa Univision. They dive into how AI is driving ad growth, why digital formats are taking over, and how consumer spending is holding up despite tariffs and other challenges.

They also explore what’s happening in the auto world with EVs, how brands like Coca-Cola and LVMH are staying strong, and why ESPN’s NFL deal could shake things up. Plus, hear how legacy media is juggling linear TV and streaming.

00:00-Introduction
01:25-Google Earnings and AI Investments
07:40-European Media Owners: Challenges and Digital Shifts
12:05-Televisa Univision and Sports Media Updates
18:11-Automotive Industry: GM, EVs, and Tariff Impacts
26:29-Luxury and CPG Trends: LVMH, Nestle, and Coca-Cola
32:08-Looking Ahead: Upcoming Earnings and Economic Signals

Mid-Year Global Advertising Forecast Update: https://www.wppmedia.com/news/tyny-midyear-2025

Kate and Jeff dive into the week’s biggest stories in media, marketing, and consumer trends. They explore Netflix’s ambitious $2 billion ad revenue goal, Albertsons’ impressive e-commerce growth, and PepsiCo’s focus on protein-packed strategies. The duo also unpacks key economic updates, including inflation and retail sales data, and reflects on the decline of late-night TV. Packed with insights, this episode offers a fresh look at how brands are adapting to today’s shifting landscape.

00:00 - Introduction
01:00 - Inflation, Retail Sales, and Economic Trends
07:15 - Albertsons’ E-Commerce Growth and Media Strategy
12:42 - PepsiCo’s Protein Push and Marketing Shifts
15:24 - Netflix’s $2B Ad Goal and Streaming Success
23:43 - Late-Night TV Decline and Industry Trends

Links: https://www.nytimes.com/2025/07/16/business/tariffs-recession-economists.html

Hosts Kate and Jeff dive into everything from the U.S. economy to big changes in media and entertainment. They chat about the future of search, how AI is shaking up copyright and content creation, and even affordable robots for learning. It’s all about how tech is reshaping industries and what it means for the future.

00:00 - Introduction

01:34 - US Economic Data - Unemployment trends, AI’s role in jobs, and economic data insights.

05:38 - Consumer Spending - Credit card debt, tariffs, and shifting consumer habits.

07:50 - New Business Trends - Growth in business applications and manufacturing orders.

10:14 - A&E Sale - What A&E’s potential sale means for the cable industry.

12:23 - Disney-ITV Partnership - A unique content-sharing deal between Disney and ITV.

16:16 - F1 Media Rights - Apple’s bid for F1 rights and changes in sports media.

18:28 - AI Browsers and Cloudflare - AI-powered browsers and Cloudflare’s move to block crawlers.

21:35 - AI Copyright Cases - Court rulings on AI copyright and their impact on creators.

24:47 - Robots in Education - Hugging Face’s Ricci Mini robot and its potential in coding education.

27:58 - What’s Next - Upcoming earnings reports, CPI data, and next week’s highlights.

Links

Cloudflare blog: https://www.cloudflare.com/press-releases/2025/cloudflare-just-changed-how-ai-crawlers-scrape-the-internet-at-large/
Huggingface robot: https://huggingface.co/blog/reachy-mini

Join Kate, Jeff, and Nidhi as they unpack advertising's evolution in the AI era. The team examines recent ad tech developments and how TV advertising is shifting with new technologies and viewer behaviors.

They discuss content creators' growing influence in advertising and share insights on economic trends affecting consumers. The conversation explores Warner Brothers Discovery's split and its implications for the media landscape.

They also analyze European broadcasting partnerships and the rising valuations of sports content in today's competitive marketplace.

00:00 Introduction & Weather Chat

01:52 AI Revolution in Advertising

05:10 Breaking Down Ad Tech Announcements

08:39 TV Advertising's Transformation

12:10 The Influencer Effect

13:09 Economic Trends & Consumer Pulse

14:40 WBD Split: Media's Big Shakeup

17:16 Media M&A Landscape

20:06 European Broadcasting Alliances

23:24 Sports Content: The New Gold Rush

26:48 Looking Ahead: Industry Forecast

Kate Scott-Dawkins from WPP Media sits down with Brian Berner, Global Head of Ad Sales at Spotify, during Cannes Lions 2025. They discuss the evolution of advertising, Spotify's innovative strategies, and how AI is shaping both consumer experiences and ad creation. The conversation provides insights into global advertising trends, Spotify’s growth in emerging markets, and the future of technology in marketing.

00:00 - Welcome to Cannes: Setting the Stage for Innovation
03:15 - From Campus Ads to Spotify: Brian Berner’s Ad Journey
08:45 - Advertising in Flux: Trends Reshaping the Industry
14:30 - AI at Spotify: Revolutionizing Personalization and Ads
20:10 - Cracking Emerging Markets: India, Brazil, and Beyond
25:50 - The Next Frontier: Voice, Wearables, and Consumer Attention
31:20 - Wrapping Up: Spotify’s Vision for the Future of Advertising

Kate Scott-Dawkins, Jeff Foster, and Nidhi Shah from the WPP Media Intelligence team discuss key highlights from their newly released advertising forecast report, This Year, Next Year, MidYear Forecast. The podcast covers global advertising trends, including market projections, shifts in media consumption, and the transformative impact of AI on the industry.

Check out an interactive overview of the report here: http://www.wppmedia.com/news/tyny-midyear-2025?utm_source=podcast&utm_campaign=tyny

Takeaways:

Global advertising revenue is forecasted to reach $1.08 trillion by 2025.
Retail media is expected to surpass total TV revenue by 2025.
The advertising market shows resilience despite economic uncertainties.
Search advertising continues to grow globally at 7.4%.
Content-driven advertising is now the largest segment of media.
User-generated content has surpassed professionally produced content in ad revenue.
AI is transforming the advertising landscape significantly.
Marketers need to consider how to engage with bots in the future.
Trust and transparency are crucial in AI-driven advertising.
The advertising industry is rapidly evolving with new technologies.

00:00 - Introduction and Rebranding
01:01 - Global Advertising Forecast for 2025
02:16 - U.S. Market Insights: Retail Media vs. TV
04:38 - UK Trends and Digital Growth
06:29 - Introducing the New Media Taxonomy
10:49 - Industry Feedback on the New Framework
13:08 - User-Generated Content Surpasses Professional Content
14:17 - The Creator Economy and Revenue Streams
16:07 - AI’s Transformative Impact on Advertising
19:48 - Marketing to Bots and the Future of Web Traffic
23:20 - Ethical Considerations for AI in Advertising
24:46 - Closing Thoughts and Upcoming Episodes

In this episode, Kate Scott-Dawkins is joined by Jeff Foster and Nidhi Shah to discuss the team’s work on the upcoming This Year, Next Year advertising forecast report, set to release publicly on June 10th. The trio dives into key developments in media, technology, and advertising, including major announcements from Google I/O, Xiaomi's rise as a media owner, and the evolving role of AI in content creation and ad strategies.

They also reflect on industry trends like programmatic buying in legacy media and the growing importance of live sports for streaming platforms.
00:00 - Introduction and Team Updates
01:52 - Paramount’s Rugby Deal and the Value of Live Sports
03:44 - Xiaomi’s Growth, Smart EVs, and Advertising Strategy
07:36 - Google I/O Announcements and AI Innovations
12:58 - AI’s Impact on Advertising and Market Shifts
17:08 - Legacy Media Trends and Programmatic Buying
21:20 - What’s Next? Wrapping Up and Personal Highlights

In this episode, Kate Scott-Dawkins and Jeff Foster discuss the busy earnings season, highlighting key economic trends, advertising growth, and the impact of AI on major companies like Meta, Amazon, and Google. They explore the challenges faced by Snap and Spotify, Comcast's revenue struggles, and the future of subscription models in consumer behavior. The conversation also touches on global market trends and regulatory impacts, concluding with insights into cultural moments that shape media consumption.

Takeaways

The earnings season has been particularly busy with significant economic news.
US hiring trends remain positive despite economic uncertainties.
Meta is focusing on AI to enhance its advertising business.
Snap's advertising growth is mixed, with stagnant user growth in key markets.
Amazon continues to lead in advertising growth alongside Meta.
Google's advertising performance shows signs of recovery, particularly in search.
Microsoft's growth is driven by advertising within its personal computing segment.
Apple's services revenue is steadily increasing, but hardware sales face challenges.
Subscription models are expected to play a larger role in consumer purchases by 2030.
Cultural moments, especially sports, continue to drive media consumption globally.

00:00 - Introduction & Overview
02:55 - Economic Trends & Consumer Sentiment
05:49 - Earnings Reports: Meta & Amazon
09:14 - Advertising Insights: Snap & Spotify
12:07 - Digital Ad Landscape: Google & Microsoft
14:56 - Future of Media: Subscription Models & Predictions
17:59 - Comcast & Peacock: Performance Analysis
21:07 - Market Trends: Global Insights & Regulations
23:52 - Wrap-Up & Cultural Reflections

In this episode, Kate Scott-Dawkins and Jeff Foster break down Netflix's latest earnings report. They highlight the impressive 13% revenue growth and discuss Netflix's bold ambition to hit a $1 trillion market cap.

They also look at how advertising revenue, a strong market, and smart content investments can help the company grow.

Kate and Jeff discuss the potential of AI to reduce production costs. They take a closer look at the ongoing antitrust trials involving Meta and Google and what these cases could mean for the media world in the future.

00:00 – Introduction & Podcast Preview
• Kate and Jeff welcome listeners and outline the topics for the week.

00:40 – Netflix Earnings Overview
• Discussion of Netflix’s 13% revenue growth, the missing subscriber count, and overall earnings call highlights.

02:00 – Ad Revenue Goals & Forecasting
• They cover the leaked goal of reaching a $1 trillion valuation and $9 billion in ad revenue by 2030, plus initial strategy insights.

03:30 – Live Events & Video Podcasts
• Conversation about Netflix’s strategy around live events (NFL games, Oscars, etc.) and the evolution of video podcasts.

06:00 – Market Trends & Margins
• Analysis of Q1 dynamics, pricing adjustments, margin strength, and resilient consumer behavior in home entertainment.

09:42 – Ad Revenue Modeling Details
• A detailed walkthrough of the modeling assumptions—from a small ad revenue base in 2024 to the ambitious 2030 target.

17:12 – AI & Content Innovation
• Discussion on how AI is reshaping film production (e.g., de-aging effects) and its potential cost-saving impacts.

19:21 – Tech Trials & Antitrust Updates
• Coverage of antitrust trials affecting Meta (Instagram/WhatsApp) and Google’s ad tech practices, plus implications for future strategy.

25:20 – Weekend Recommendations & Wrap-Up

In this episode, Kate Scott-Dawkins, Jeff Foster, and Nidhi Shah explore the escalating US-China tariff situation, its impact on industries like automotive and technology, and how businesses are navigating uncertainty. They also discuss the resilience of the financial services sector, shifts in consumer behavior, and the broader implications for globalization and advertising trends.

Disclaimer: Since recording this episode, a 90-day pause on tariffs has been announced, along with adjustments to tariffs on China. While these developments may temporarily ease tensions, the topics discussed—such as long-term impacts on industries, consumer behavior, and globalization—remain highly relevant.

Key Topics Discussed:

US-China Tariffs: Impacts on key industries like autos, apparel, and tech.
Globalization Under Strain: Challenges to specialization and self-sufficiency.
Financial Services Resilience: Growth despite inflation and economic uncertainty.
Advertising Trends: Small business challenges and the rise of "Made in America" messaging.
Sports Advertising: Super Bowl, World Cup, and Olympics sustaining demand.

Chapters:

00:00 - Disclaimer

00:16 - Episode Overview and Tariff Discussion

02:18 - US-China Tariffs: Impacts and Retaliation

05:45 - Industry-Specific Challenges: Autos, Tech, and Apparel

09:51 - Globalization Under Strain and Manufacturing Shifts

12:00 - Small vs. Large Business Responses to Tariffs

15:25 - Impact on Sports and Live Event Advertising

19:30 - Financial Services Sector Resilience and Outlook

WPP has acquired InfoSum, the world’s leading data collaboration platform, in a major step forward for its AI-driven data capabilities. InfoSum will join GroupM, WPP’s media investment group, to create a new generation of privacy-first, AI-enhanced marketing solutions powered by the industry’s most secure and scalable data infrastructure.

This acquisition allows WPP clients to unlock the full potential of their first-party data while connecting securely with data providers and media partners. By integrating InfoSum’s patented cross-cloud technology into WPP Open, clients can build, train, and deploy custom AI models faster than ever—delivering smarter insights, better audience targeting, and measurable campaign improvements across the entire marketing ecosystem.

With access to InfoSum’s extensive global data network—including signals from leading media platforms, retailers, and identity partners—WPP is redefining marketing intelligence and helping clients move beyond outdated identity-based solutions.

This is “Intelligence Beyond Identity,” where privacy, performance, and innovation come together to shape the future of marketing.

Learn more about this exciting partnership and what it means for WPP, GroupM, and their clients with Brian Lesser, Evan Hanlon, and Lauren Wetzel.

⁠https://www.groupm.com/newsroom/wpp-acquires-infosum-in-major-investment-in-its-ai-driven-data-offer/⁠

In this episode hosts Kate Scott-Dawkins, Jeff Foster, and Nidhi Shah are joined by special guest Aisha Khan, Head of Client Engagement for GroupM Global Commerce. Their discussion covers advertising trends among the top media sellers, retail media innovation, economic impacts on advertising, and YouTube’s growing dominance in TV viewing.

Note: As a group, the top 25 accounted for 72% of total advertising in 2024, up from 68% in 2023. If we exclude China (and the China-based ad sellers) concentration went up from 63% to 66%.

00:00-Introduction
01:13-Top 25 Media Sellers: Winners and Trends
08:44-Retail Media Deep Dive with Aisha Khan
19:10-YouTube’s TV Takeover and Nielsen Data
24:33-UK Economy, Advertising Insights, and European Media Consumption
30:14-Weekend Plans and Pop Culture Wrap-Up

Some links:

GroupM's This Year Next Year 2024 End of Year Report: https://www.groupm.com/this-year-next-year-2024-global-end-of-year-forecast/

Thanks for tuning in! If you enjoyed this episode, don’t forget to hit the follow button, and rate us on your favorite podcast platform. And we’d love to hear from you—drop a comment or share your thoughts with us on LinkedIn.

In this week's episode of This Week, Next Week, Kate Scott-Dawkins, Jeff Foster, and Nidhi Shah dive into the latest developments shaping media, entertainment, commerce, and economics.

From the impact of potential U.S. tariffs on European alcohol imports to the evolving creator economy, we break down how these shifts are influencing advertisers and consumers alike.

00:00 - Introduction & Topics Overview

01:10 - Alcohol Tariffs: Europe vs US Trade Tensions

04:30 - Impact of Tariffs on Alcohol Advertising Budgets

08:15 - Spotify's Loud and Clear Report: Artist Royalties

11:45 - Music Streaming Trends: Growth and Challenges

14:20 - The Creator Economy: MrBeast and Media Upfronts

17:05 - Defining the Creator Economy

20:40 - Recommendations: Playground Book, Big Technology Podcast

23:10 - Roblox, AI, and Gaming Innovation

Some links:

GroupM's This Year Next Year 2024 End of Year Report: https://www.groupm.com/this-year-next-year-2024-global-end-of-year-forecast/

Thanks for tuning in! If you enjoyed this episode, don’t forget to hit the follow button, and rate us on your favorite podcast platform. And we’d love to hear from you—drop a comment or share your thoughts with us on LinkedIn.

In this episode, Kate, Jeff, and Nidhi dive into the latest developments shaping economics, media, technology, and entertainment in 2025.

From tariffs impacting trade to the evolution of streaming platforms and AI innovation, we explore how industries are navigating uncertainty and embracing change. Highlights include insights from the US Federal Reserve Beige Book, Oscars viewership trends, YouTube’s app redesign, and updates from the Morgan Stanley TMT Conference.

Segments

(00:00) Introduction
(00:28) Global Economics Overview
(01:32) Beige Book Insights
(02:45) US Consumer Spending Trends
(03:30) Tariffs and Price Increases
(05:02) F1 Viewership Insights
(07:13) European Media Owners Report
(08:55) Linear TV Trends in Europe
(09:56) Germany's Cable TV Shift
(11:00) Streaming vs. Linear TV
(14:52) Out-of-Home Advertising Growth
(15:32) Programmatic Advertising in OOH
(16:18) YouTube’s Redesign & Aggregation
(17:04) The Battle for the Living Room
(19:41) Morgan Stanley TMT Conference Highlights
(20:10) Fox’s DTC Strategy
(22:31) Netflix’s Ad Business Growth
(24:00) Disney’s Focus on Advertising
(24:34) Warner Bros. Content Strategy
(25:55) Weekend Plans & Closing Remarks

Some links:

GroupM's This Year Next Year 2024 End of Year Report: https://www.groupm.com/this-year-next-year-2024-global-end-of-year-forecast/
US Federal Reserve Beige Book: https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20250305.pdf

Thanks for tuning in! If you enjoyed this episode, don’t forget to hit the follow button, and rate us on your favorite podcast platform. And we’d love to hear from you—drop a comment or share your thoughts with us on LinkedIn.

This week, Kate and Jeff tackle the latest in advertising and media, from the challenges of tracking sports sponsorships to the shifting dynamics of CPG spending. They discuss how top earners are driving nearly half of U.S. consumer spending, the growing importance of streaming ad revenue, and why content budgets are skyrocketing. Plus, what does Walmart’s dominance mean for big brands? Dive into the data and trends shaping the industry.

5 Key Takeaways:

Sponsorship Challenges: Sports sponsorships are becoming more critical as traditional ad reach declines, but reliable data on sponsorship deals remains elusive.
CPG Spending Trends: Personal care brands are increasing ad spend faster than food and beverage companies, with a focus on premiumization and value-based strategies.
The 10% Economy: The top 10% of earners now drive nearly 50% of U.S. consumer spending, reshaping retail and advertising strategies.
Streaming Growth: Platforms like Paramount+ and Max report strong subscriber growth and narrowing losses, with streaming ad revenue rising significantly.
Content Budgets Soar: Media giants like Comcast and Disney lead in content spending, while Warner Bros. Discovery shifts focus to leveraging its IP catalog over acquiring costly sports rights.

Some links:

GroupM's This Year Next Year 2024 End of Year Report: https://www.groupm.com/this-year-next-year-2024-global-end-of-year-forecast/

Thanks for tuning in! If you enjoyed this episode, don’t forget to hit the follow button, and rate us on your favorite podcast platform. And we’d love to hear from you—drop a comment or share your thoughts with us on LinkedIn.

This week, Kate, Jeff, and Nidhi dive into the latest trends shaping media, advertising, and entertainment. From retail media’s rapid growth to the integration of AI in sports, and the ongoing battle for dominance in streaming content, the team covers it all. They also explore the critical role of storytelling in building brands and share their weekend viewing plans.

NEXT WEEK: Earning seasons continues with eBay, Home Depot, Danone, and more!

Thanks for tuning in! If you enjoyed this episode, don’t forget to hit the follow button, and rate us on your favorite podcast platform. And we’d love to hear from you—drop a comment or share your thoughts with us on LinkedIn.

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Discover GroupM's latest ⁠⁠⁠This Year Next Year⁠⁠ ⁠ Forecast here:

https://www.groupm.com/this-year-next-year-2024-global-end-of-year-forecast/

This week, we dive into the highlights of Super Bowl LIX, which achieved a record-breaking 127.7 million viewers across various platforms, including FOX and Tubi. We analyze the implications of this viewership surge for advertisers and discuss how Tubi's simulcast set new streaming records with 15.5 million peak concurrent viewers.

We also explore the growing interest in sports beyond football, focusing on the Rugby Six Nations and its increasing viewership in the UK. Our discussion extends to the performance of European broadcasters, where mixed results reveal shifting dynamics in advertising revenue, particularly in the face of rising digital consumption.

On the economic front, we unpack the latest GDP growth figures from the UK and the U.S., highlighting how inflation continues to impact consumer behavior and retail sales.

Additionally, we cover Fox's strategic acquisition of Red Seat Ventures, aimed at enhancing its connection with audiences through right-leaning podcasts and live events. Google’s impressive turnaround in ad revenue is also examined, with YouTube emerging as a dominant player in TV consumption.

Key Takeaways:

Record Super Bowl Viewership: Super Bowl LIX attracted 127.7 million viewers, marking a significant increase in audience engagement.
Tubi's Streaming Success: The platform's simulcast reached 15.5 million peak concurrent viewers, setting new streaming records for the event.
Rugby Six Nations Growth: Increasing viewership in the UK indicates a broader interest in sports beyond football.
Mixed Results for European Broadcasters: Shifting dynamics in advertising revenue highlight the importance of digital consumption.
Economic Insights: The UK shows modest GDP growth while inflation impacts consumer behavior and retail sales in the U.S.
Fox's Strategic Acquisition: The purchase of Red Seat Ventures aims to connect with audiences through right-leaning podcasts and live events.
Google's Ad Revenue Turnaround: YouTube reported record ad revenue, solidifying its position as a leader in TV consumption.

NEXT WEEK: Earning seasons continues with Etsy, Cinemark, Booking, Block and more!

Thanks for tuning in! If you enjoyed this episode, don’t forget to hit the follow button, and rate us on your favorite podcast platform. And we’d love to hear from you—drop a comment or share your thoughts with us on LinkedIn.

--

Discover GroupM's latest⁠⁠This Year Next Year⁠⁠ Forecast here:

https://www.groupm.com/this-year-next-year-2024-global-end-of-year-forecast/

If you are GroupM client or part of WPP, reach out to business.intelligence@GroupM.com for the full report.

This week, we decode the earnings from some of the largest sellers and buyers of advertising including Amazon, Disney, Fox, Snap, Mondelez, and Uber. Plus we look at economic news from Europe and the U.S. and expected implications for advertising growth, including the tariffs now on hold for Canada and Mexico.

NOTE: There was simply too much to cover in one podcast, so we'll tackle Google's results along with the Super Bowl next week.

Key earnings insights include:

Amazon: Continues to thrive with significant advertising growth driven by its streaming services.
Fox: Successfully balances traditional cable and streaming, leveraging political and sports advertising.
Disney: Faces challenges with a slight dip in Disney+ subscribers but maintains profitability in its streaming segment.

We also discuss the performance of major advertisers like Estee Lauder and Capri, who are navigating uneven recovery in the luxury sector, alongside steady growth from CPG giants like Colgate-Palmolive and Mondelez.

Digital endemic companies such as PayPal and Uber show robust revenue growth, with PayPal focusing on AI and partnership scaling, while Uber expands its services into less dense areas.

Finally, we touch on Shein's strategic re-entry into India, reflecting broader shifts in global trade dynamics, and the evolving advertising landscape that demands innovative strategies for brands to stay relevant.

NEXT WEEK: We'll breakdown Google earnings, Super Bowl, earnings from DoorDash, Airbnb, and other CPGs.

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Discover GroupM's latest⁠This Year Next Year⁠Forecast here:

https://www.groupm.com/this-year-next-year-2024-global-end-of-year-forecast/

If you are GroupM client or part of WPP, reach out to business.intelligence@GroupM.com for the full report.

In episode 53, we dive into the latest earnings reports from tech giants like Meta and Microsoft, analyze Comcast's performance amidst industry shifts, and explore the luxury sector's outlook with a focus on China's recovery.

Meta is leveraging its massive user base to monetize AI investments, with tools like Advantage+ showing strong growth (70% YoY growth).
Microsoft continues to expand, driven by LinkedIn and a booming AI business (175% YoY increase).
Comcast faces challenges in broadband but sees potential in mobile and a steady media division.
LVMH's performance and advertising spend provide insights into the luxury sector's trajectory.

We also discuss the impact of interest rate decisions by the ECB and the Fed, analyzing their potential effects on economic growth and the advertising landscape. Plus, we'll touch on the US GDP's 2.3% annual growth in Q4 2024, driven by a 4.2% increase in consumer spending, and the overall economic outlook for 2025.

NEXT WEEK: We'll break down earnings from Spotify, Alphabet, and others, plus share our weekend plans.

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Discover GroupM's latestThis Year Next YearForecasthere:

https://www.groupm.com/this-year-next-year-2024-global-end-of-year-forecast/

If you are GroupM client or part of WPP, reach out to business.intelligence@GroupM.com for the full report.

In episode 52, we dive into the latest earnings reports from Netflix, luxury brands, and CPG giants like P&G, exploring key takeaways for advertisers and marketers. Netflix had a strong quarter, but is their content spend enough to stay ahead of the competition?

The luxury sector shows mixed results, with China's uneven recovery a major concern. CPG companies are shifting focus from pricing to volume growth as inflation falls. Plus, we discuss the impact of AI, with companies like LG betting on "affectionate intelligence" to make AI more user-friendly.

NEXT WEEK: We break it all down and preview next week's big earnings from LVMH, Meta, Microsoft, and more!

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View the latestThis Year Next Year from GroupM:

https://www.groupm.com/this-year-next-year-2024-global-end-of-year-forecast/?utm_source=spotify

GroupM's Amanda Grant sits down with PubMatic's Emma Newman to discuss the importance of realising our responsibility across the supply chain and how we can co-innovate to deliver it.Recorded Live from The GroupM Rooftop on Day 4 of Cannes Lions 2024⁠

Stay connected with GroupM on LinkedInGroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com.

Product-based strategies are revolutionizing commerce media, bringing it to the masses like never before. GroupM's Sam Bukowski sits down with Michael Balabanov from Criteo to dissect this transformative shift.

Recorded Live from The GroupM Rooftop on Day 4 of Cannes Lions 2024

Stay connected with GroupM on LinkedInGroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com.

The future of marketing is integrated and omnichannel. EssenceMediacom's Kristin Gower sits down with Omar Carrion, Senior Director of Integrated Marketing Communications & Omnichannel at Kellanova LATAM, and Stephanie Stopulos, VP of Media at Target to talk about navigating this new commerce landscape.

Recorded Live from The GroupM Rooftop on Day 4 of Cannes Lions 2024

Stay connected with GroupM

GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com.

Navigate the complexities of the tech world with the help of industry giants. GroupM's Rich Ashley sits down with Microsoft's Rukmini Iyer to talk digital innovation and product strategy.

Recorded Live from The GroupM Rooftop on Day 4 of Cannes Lions 2024

⁠Stay connected with GroupM

GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business.

Elliot Millard, Chief Strategy & Planning Officer at Wavemaker in the UK talks to Susan Jurevics, Chief Brand & International Officer at Audible, Jaap Tuinman, VP Global Media, Omnichannel & MarTech at PlayStation, and Stephanie Fried, CMO at Fandom, about the power (and responsibility) of representation and inclusivity in entertainment.

Recorded Live from The GroupM Rooftop on Day 2 of Cannes Lions

Follow GroupM on LinkedIn for more content

GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com.

An opportunity to go a little deeper into The Influenceables, a Wavemaker consumer behaviour research project. From food to beauty, auto to entertainment the research reveals how new media has transformed the decision journey for shoppers and how shared cultural moments have transformed consumption. With Stuart Bowden, Lilia Fuse, Felipe Thomaz and Alex Brownsell.

Recorded Live from The GroupM Rooftop on Day 4 of Cannes Lions 2024

⁠⁠Stay connected with GroupM⁠

GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business.

Live from the GroupM Rooftop on Day 3 of Cannes Lions 2024, GroupM's Chief Operating Officer in the UK Luke Bozeat, Paul Nasser, RVP, Agency Partnerships at IAS in EMEA, and Anja Spielmann, Global Brand Experience Director at Mars, talk strategies for navigating the interplay between advertising on the open web, social platforms, and premium publishers.

Recorded Live from The GroupM Rooftop on Day 3 of Cannes Lions 2024

Stay connected with GroupM⁠

GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com.

Matt Bourn of the Advertising Association joins Kunal Nagpal of InMobi, and Sargi Mann, Global Practices Lead at GroupM to discuss what it takes to build a more responsible future for media. Recorded Live from The GroupM Rooftop on Day 3 of Cannes Lions 2024

⁠⁠See more content from GroupM⁠_GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com.

GroupM's Global Practices Lead Sargi Mann, Adelaide Metrics Founder and CEO Marc Guldimann, and Mars' Sr Director of Global Media Ron Amram discuss the impact that attention-based approaches to measurement are having on ethical and effective media management.

Key takeaways:

Attention metrics help advertisers understand the quality of their media buys, leading to more effective campaigns and better return on investment (ROI).
GroupM has integrated attention metrics into their performance-centric strategy, evolving with changing times and ensuring maximum value from every marketing and media dollar invested.
Mars has found attention metrics to be correlated to business success, improving the effectiveness of their campaigns by understanding the quality of each impression.
Adelaide is working to make attention metric data available in whatever way advertisers want, including via GroupM Nexus's custom algorithms.
The use of attention metrics has led to responsible media investment, driving better outcomes and creating a positive feedback loop for advertisers, publishers, and consumers.
The future of attention metrics includes embedding it in buying systems, scaling it across more digital platforms, and incorporating the data into planning tools.
There is a need to evolve measurement models to shift from volume to value, aligning with the long-term effects of attention metrics in creating a shared understanding of quality and driving more trust in the market.

Recorded Live from The GroupM Rooftop on Day 3 of Cannes Lions 2024

⁠See more content from GroupM⁠GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com.

Oliver Saunders, Global Head of Addressable Solutions at Wavemaker, interviews Silke Zetsche, commercial director at AudioStack, about the industry implications and impact of AI on effectiveness and efficiency, personalisation, culture, trust, and more.

Live from The GroupM Rooftop on Day 3 of Cannes Lions 2024

⁠See more content from GroupM⁠GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com.

Michael Barbaro, host of The New York Times 'The Daily' podcast interviews Richard Raddon, co-CEO and co-founder of Zefr, Samantha Stetson, VP, Client Council & Industry Relations at Meta, and Mark Weintraub executive director at EssenceMediacom on the ways in which technology is helping brands grapple with the challenges of advertising in today's fast changing and highly dynamic news environment.

Recorded Live from The GroupM Rooftop on Day 3 of Cannes Lions 2024

⁠⁠See more content from GroupM⁠

_

GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com.

Live from The GroupM Rooftop on Day 2 of Cannes Lions 2024, Elliot Milard, Chief Strategy & Planning Officer for Wavemaker in the UK interviews CEO and co-founder of Nextdoor Nirav Tolia about Nextdoor and the power of hyperlocal engagement. --GroupM Socials

🔵 https://www.linkedin.com/company/groupmworldwide/🔵 https://twitter.com/GroupMWorldwide🔵 https://www.instagram.com/groupmworldwide/GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com.

Live from the GroupM Rooftop on Day 2 of Cannes Lions 2024, Amy Bedford, VP, GM, Integrated Marketing & Advanced Advertising at Colgate, Reddit CMO Roxy Young, and Stuart Bowden, Global Chief Strategy and Product Officer at Wavemaker, explore the ways brands can drive meaningful connections with communities. GroupM Socials🔵 https://www.linkedin.com/company/groupmworldwide/🔵 https://twitter.com/GroupMWorldwide🔵 https://www.instagram.com/groupmworldwide/GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com.

Harry Hugo, co-founder of The Goat Agency, talks to Deniz Can, Global Head of Media and Content at Bayer, to discuss the relationship between communities and creators and their bold mission of ensuring health for all.

Recorded Live from the GroupM Rooftop on Day 2 of Cannes Lions 2024

🔵 https://www.linkedin.com/company/groupmworldwide/GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com.

Nick Palmer, EssenceMediacom, talks to Jamie Cutburth of NBCUniversal.

Recorded Live from the GroupM Rooftop on Day 2 of Cannes Lions 2024

Nic McCarthy, Global Head of Creative Excellence at Wavemaker interviews Parul Patel Desai, VP Marketing, Greater Indochina Hub at Colgate-Palmolive, and Milan Rouhana, MD Middle East, Africa, and Pakistan at Perfetti van Belle about putting the magic back into advertising in the platform era.

Recorded Live from the GroupM Rooftop on Day 2 of Cannes Lions 2024

Ellie Hooper, Head of Client Services at Goat talks to Future PLC CEO Jon Steinberg about Future and the future of branded content and brand engagement.

Recorded Live from The GroupM Rooftop at Cannes Lions 2024

We're stepping into the future of retail with a fresh perspective on shopping and performance. Featuring Stephanie Stopulos, VP Media at Target, Carrie Sweeney, VP Retail at Pinterest, and Ji Young, COO, GroupM NA in conversation with EssenceMediacom's Chief Strategy Officer for the US Preeti Nadgar.

Recorded Live from The GroupM Rooftop at Cannes Lions 2024

Hear from industry leaders Amanda Grant (Global Head of Partnerships at Choreograph), Chandra Rostov (COO at VML), Jackie Cutrone (CMO, NewtonX), and Marc Mathieu (SVP, AI Transformation at Salesforce) as they discuss the transformative power of AI and CRM in media.

Recorded Live from The GroupM Rooftop at Cannes Lions 2024

Cannes.GroupM.com

In this special Cannes edition of The Rebooting, Brian Morrissey talks to GroupM's Global President of Business Intelligence Kate Scott-Dawkins, Johanna Mayer-Jones, Chief Advertising Officer at The Washington Post, and Outbrain CEO David Kostman. Recorded Live from The GroupM Rooftop at Cannes Lions 2024

Cannes.GroupM.com

Live from Day 1 of Cannes Lions 2024, Kim Dirckx, Global Head of Sustainability at L'Oreal, talks to Alex Altman, Global Client President at Wavemaker, about gaming's potential as a platform for positive change.

Recorded Live from The GroupM Rooftop at Cannes Lions 2024

Cannes.GroupM.com

Jose `Reyes, Chief Creative Officer at EY, Philipp Schuster, Agency & Marketing Partnerships Director, Global Strategic Marketing, Consumer Health at Bayer, and Aruna Natarajan, Chief Client Officer at EssenceMediacom explore the ways in which organizational change can be the catalyst for achieving a marketing or business vision.

Recorded Live from The GroupM Rooftop at Cannes Lions 2024

Anne Frisbie, SVP, Global Business Development at AdsWizz joins Preeti Nadgar, Chief Strategy Officer at EssenceMediacom in the US for an enlightening conversation on the future of audio, recorded live at The GroupM Rooftop during Cannes Lions 2024.

Recorded Live from The GroupM Rooftop at Cannes Lions 2024

Cannes.GroupM.com

Throughout the week at the Cannes Lions Festival of Creativity, GroupM's influencer marketing arm Goat interviews brand marketers, GroupM and agency executives, and partners. In the final episode of the week, Arron Shepherd and Harry Hugo speak to Cesar Reclade - GroupM CEO for LATAM, Jennifer Creegan - General Manager, Global Marketing & Operations for Microsoft Advertising, and Kate Scott-Dawkins - President, Global Business Intelligence at GroupM.

Throughout the week at the Cannes Lions Festival of Creativity, GroupM's influencer marketing arm Goat interviews brand marketers, GroupM and agency executives, and partners. In today's episode Arron Shepherd and Harry Hugo speak to Stephanie Lawrence Head of Agency Development, Christine Cook, CRO at Bloomberg Media and Eden Bridgeman, Chairwoman and CEO of EBONY and Jet, and host a panel discussion with Wavemaker's Head of Content Adam Puchalsky, Virginie Bercot, Global Brand Director at AXA, Thai Randolph, CEO of Hartbeat, and GroupM Motion Entertainment's Chet Fenster.

Throughout the week at the Cannes Lions Festival of Creativity, GroupM's influencer marketing arm Goat interviews brand marketers, GroupM and agency executives, and partners. In today's episode Arron Shepherd and Harry Hugo speak to Laura Desmond, CEO of Smartly.io, Stacy Malone, Global Head of Business Marketing at Pinterest, BBBS CEO Artis Stevens, and GroupM NA Chief People Officer Serena Anthony.

Throughout the week at the Cannes Lions Festival of Creativity, GroupM's influencer marketing arm Goat interviews brand marketers, GroupM and agency executives, and partners.

Brian says his final goodbye to the podcast with one last read-through of economic conditions and a breakdown of results from the worlds of television, CPG and luxury. And we invite James McDonald, Director of Data Intelligence and Forecasting at WARC, on the show for a wide-ranging discussion that includes a lesson on the importance of studying your history. This Week Next Week will return.

Music credit: Joseph McDade

In our 50th episode, we have the latest retail sales data from China, the U.S. & U.K. and earnings reports from Netflix, P&G, Richemont & Discover. Brian and Kate then talk through mass reach versus targeted ad campaigns and the impact either can have on consumers’ buying decisions years after first seeing that ad. And we take a deeper dive into the latest with Netflix, why it’s more important to focus on revenue and revenue drivers over subscriber totals and how the frequency of global hits like 'Wednesday' could accelerate with program marketing. Finally, we talk with Anne-Laure Dreyfus-Coutinho, TV Director, and Katty Roberfroid, Director General, both of EGTA, an international Brussels-based trade body representing TV and radio sales houses, about TV measurement around the globe, the addition of US-based streamers into their membership, and the importance of local language content for the future of TV.

Music credit: Joseph McDade

We invite GroupM's Simon Thomas, Global Director of Audiences Research, and Bharad Ramesh, Executive Director of Research and Investment, to discuss the formation of a joint industry committee of major U.S. television players set to focus on advancing measurement across linear and streaming. But first, a look at a less pessimistic global economy as well as strategic (and non-strategic) happenings in the world of streaming video.

Relevant Links

Warner Bros Discovery explores sale of music library (FT)
TV networks create joint industry committee for audience measurement (Axios)

Music credit: Joseph McDade

We're back from the new year break with a quick look at some economic figures out of the U.S. and EU, and then we analyze some comments from the CEO of Warner Bros. Discovery about the health of the advertising market. We make sense of the $414 million GDPR fine handed down to Meta and explain why there will likely be a greater effort from media owners to secure informed consent. And then we analyze how the concentration of ad revenue is evolving as major U.S.-based media owners continue to gain share.

Related Links:

Meta’s Ad Practices Ruled Illegal Under E.U. Law (NYT)

Music credit: Joseph McDade

In the last episode of 2022, we discuss the latest economic data from inflation to new business formation and November pumpkin sales. Kate, Brian and ChatGPT discuss the key trends of 2022 and what we’re looking forward to in 2023. Then Kate and Brian dig into what we (and everyone else) got right and wrong this year (remember when Brian had to eat his mask?). And, lastly, we want to hear from you: what predictions did you get right or wrong in 2022 and what are some of your predictions for 2023?

In this special episode, we discuss the findings from our This Year Next Year 2022 Global End-Of-Year Forecast, authored by Kate Scott-Dawkins. In the face of rising inflation and fears of economic downturns, the report outlines reasons for cautious optimism as we project positive growth for 2022 and 2023.

Related Links:

This Year Next Year: 2022 Global End-Of-Year Forecast (GroupM)

Music credit: Joseph McDade

We review the latest economic data trends, highlight key points from investor days hosted by Nestle and P&G and provide a clear take on the "confusing and uncertain times" at AMC and Disney. With a deep dive on some of the key issues impacting global and local television trends, such as the state of the auto market, the challenges of diminishing audience reach and the importance of targeting desired audiences, our guest interview this week is Steve Lanzano, president and CEO of the TVB.

Related Links:

Disney Proposal to Restructure, on McKinsey’s Advice, Triggered Uproar From Creative Executives (WSJ)
Deep cuts at AMC Networks signals turbulent time for media industry (CNN)

Music credit: Joseph McDade

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

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

Amanda Grant, VP & Global Head of Social at GroupM, joins Kate as guest host this week as we get into the latest earnings reports from Twitter and Snap and discuss why social commerce has yet to gain as much traction in Western markets as it has in Asia. Then, Dade Hayes — business editor for Deadline Hollywood and author of the new book "Binge Times: Inside Hollywood's Furious Billion-Dollar Battle to Take Down Netflix" — shares insights on the streaming industry following this week's Netflix numbers. And, finally: mukbangs.

Related Links:

Binge Times by Dade Hayes & Dawn Chmielewski

Music credit: Joseph McDade

With Brian out eating his weight in chocolate, Adam Gerber, GroupM's Executive Director of U.S. Investment Strategy, joins as guest co-host to discuss the recent flurry of major announcements, including Netflix choosing Microsoft as its ad partner, a tie-up between The Trade Desk and Disney and the latest in the Musk-Twitter drama. Plus, GroupM's Mike Fisher comes on to explain how Adam binge-watching Bosch led to a breakthrough study on the efficacy of CTV advertising.

Related Links:

How Microsoft won Netflix (Insider)
Disney inks major advertising deal with The Trade Desk (Axios)
Continuous Play (GroupM)

Music credit: Joseph McDade

Brian gives us an update on his European travels, including the latest chatter around the impact of inflation in the Eurozone. A quick look at U.S. political pressure on TikTok, the future of the metaverse and the latest in Disney corporate intrigue. And Kate sits down with Bridget Sponsky, Executive Director of Marketing at Ally Financial, and AJ Andrews, TV host and former Rawlings Gold Glover, to talk about the state of women's sports and representation off the back of the 50th anniversary of Title IX passing in the U.S.

Related Links:

The Metaverse in 2040
Barrier Breaking Women with A.J. Andrews
Ally Financial's 50/50 Pledge
AJ Andrews on Twitter and LinkedIn
Bridget Sponsky on LinkedIn

Music credit: Joseph McDade

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

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

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/

Kate Scott-Dawkins and Brian Wieser debate the purpose of mayonnaise, potential challenges to Apple's "Private Relay" and take a deeper look at the implications of global inflation for consumers and marketers.

Links to articles and and data referred to in this episode:

https://www.theverge.com/22878885/verizon-att-t-mobile-apple-icloud-private-relay-feature-supported
https://www.bls.gov/data/

Brian Wieser and Kate Scott-Dawkins discuss Microsoft's Xandr acquisition, overlooked reporting from the Washington Post on international data harvesting, and a deeper dive into this year's CES through the lens of GroupM's latest research on consumer attitudes toward technology.

Links to news discussed in this week's episode:

https://about.ads.microsoft.com/en-us/blog/post/december-2021/microsoft-to-acquire-xandr-to-accelerate-its-digital-advertising-and-retail-media-solutions
https://www.washingtonpost.com/national-security/china-harvests-masses-of-data-on-western-targets-documents-show/2021/12/31/3981ce9c-538e-11ec-8927-c396fa861a71_story.html
https://www.theverge.com/2022/1/5/22867090/bmw-color-changing-paint-electric-car-ces
https://www.groupm.com/groupm-releases-results-of-second-annual-survey-on-consumer-attitudes-toward-technology/

Brian and Kate discuss the latest news surrounding Reddit's S1, Peloton's news cycle, investment in streaming content, and bust some popular myths in the world of advertising and media.

Brian Wieser and Kate Scott Dawkins discuss the findings of their latest advertising forecast, This Year Next Year.