We review our latest work of the week including our analysis of news on TV network sales consolidation (along with implications for markets around the world), AI Search, Zeta Global and Applovin with broader read-throughs for the larger brands who don't currently work with the latter two companies but prefer price and convenience over control and transparency.
We review our latest work of the week including our analysis of news from The Trade Desk, total spending volumes from Google's DV360, the Havas-Horizon and independent agency growth rates
We review our latest work of the week including read-throughs on the impact of the news impacting Jimmy Kimmel Live!, including the impact on streaming and subscription services in general (which would be poised to continue growing even if Disney didn't also announce price increases), an analysis of the current state of auto advertising, new data from the IRS indicating that SMBs are not driving advertising growth and more
We review our latest work of the week which includes our read-throughs on agencies from the S4 Capital and M&C Saatchi earnings results, a read-through on the economy from the latest retail sales data and the implications of the Jimmy Kimmel "pre-emption" on the broader advertising market.
We review our latest work of the week which includes a deep dive on our latest advertising forecasts for the United States and Canada + review our takes on new policy announcements related to pharmaceutical ads in the US, the potential for a Paramount-Warner Bros. Discovery merger and consequences of the significant corporate activity in the CPG space in recent weeks.
We review our latest work of the week, which included an interview with former Target and KraftHeinz media director Nick Jezerian, the latest comments from the world’s biggest marketers during investor events and our take on the Google Search trial’s ruling announced this week.
We review our latest work of the week, which included observations on inflation, Dentsu's prospective sale, the Gap's pursuit of more effective but less costly spending on marketing and more.
We review our latest work of the week, which included observations on the newest concerns about measurement problems at Meta, our analysis of retail media in 2Q25 (contrasted with e-commerce deceleration), our latest video services spending and cord-cutting data + more
We review our latest work of the week, which included observations on M&A in broadcasting with Tegna + Nexstar news, M&A in agency land with S4 Capital and MSQ, CPG trends as well as a review of Dentsu and Globant 2Q25 earnings results.
We review our latest work of the week, which included observations on The Trade Desk, ad tech, TV ad trends and much more from the latest results from the advertising industry's second quarter of 2025.
We review our latest work of the week, which included an analysis of the latest results from Meta, Comcast, Pro7Sat1 and others, our take on comments from large marketers' CEOs and CFOs, plus how to interpret Stagwell's latest results and much more.
We review our latest work of the week, which included an analysis of the latest results from Google, comments from large marketers' CEOs and CFOs, IPG's quarterly trends and early reads on the most recent quarter for global TV advertising
We review our latest work of the week, which included an analysis of TikTok's letter to the Canadian government and incomplete claims of economic benefits, the latest agency growth trends following Omnicom and Publicis earnings, network content spending trends in context of the end of Stephen Colbert's Late Show and Netflix's ongoing growth + more.
This week we review our latest work exploring last week's earnings warning from WPP and its subsequent CEO appointment as well as our latest analysis of growth trends for independent agencies.
This week we review our latest work exploring digital services taxes in context of Canada-US trade disputes, the latest commentary from marketers' CEOs and CFOs on the impact of tarrifs on their businesses and more.
In this week's episode of the Madison and Wall podcast we review our latest work, including a review of the strategic choices broadcasters such as Canada's Corus, France's TF1 and Germany's RTL are making in the face of growing competition from streamers as well as the political reality facing global agency holding companies in the wake of last week's FTC consent decree.
In this week's episode of the Madison and Wall podcast we review our latest work, including publications on the impact of AI on agencies, news from Accenture related to its presence in media and corportate reorganization and several news items from ad tech relevant to the broader advertising industry.
In this week's episode of the Madison and Wall podcast we review what happens next for WPP in light of its CEO change, our newest advertising agency forecast, Warner Bros. Discovery's break-up, Bell Media’s ad tech partnerships, the future of TV/video buying and more.
In this week's episode of the Madison and Wall podcast we review our newest advertising forecast and some of the potential drivers of recent advertising strength in the US. We then explain why despite the upgraded forecast, many risks loom.
In this week's episode of the Madison and Wall podcast we review new economic news, discuss the impact of taxes on digital advertising, look at CPG industry growth rates and explore factors impacting the most recent quarter's ad market strength.