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Welcome to Media Intelligence, the official podcast from GroupM, the world's leading media investment company. Dive into the heart of the media industry with us as we explore topics like strategy, technology, marketing, and the role of media in society. Featuring experts from our global agencies and divisions, we'll unpack how we're shaping a future where advertising works better for everyone. Whether you're a business leader or a media enthusiast, join us for insights that matter. Welcome t ...
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show series
 
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 & Operation…
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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 …
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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 Steven…
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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 yo…
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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 th…
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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…
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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 ow…
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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…
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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 G…
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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 au…
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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 amon…
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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 Mc…
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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
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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 som…
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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…
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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 un…
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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 br…
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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 s…
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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 executi…
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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 percenta…
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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 tri…
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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…
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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: …
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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 u…
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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 il…
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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 Tim…
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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 M…
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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 …
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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…
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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…
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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 logisti…
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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 …
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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 …
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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 …
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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 an…
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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 Cana…
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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 Investm…
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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 p…
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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 ch…
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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 fi…
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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 fo…
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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. Rel…
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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://thewaltdisneycom…
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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…
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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…
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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…
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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 whet…
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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. Li…
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