Madison and Wall Podcast

We review our latest work of the week including our analysis of growth trends from Publicis, Havas and Nestle as well as a deeper dive into growth trends for large and small marketers

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.