Madison and Wall Podcast

We review our latest work of the week, covering dozens of ad-supported companies who reported their quarterly earnings

We review our latest work of the week, including a piece on the evolution of ad tech stacks and the latest earnings from the biggest sellers of advertising, as well as a complaint about opaque numbers

We review our latest work of the week, including an overview of our latest in-depth report on the agency industry, how creative destruction (the Joseph Schumpter kind, not the end of agency kind) is supporting growth, the impact of Apple's leadership change and more

We review our latest work of the week, which featured a discussion of current economic data, the latest earnings from Publicis, Havas, Netflix and MediaforEurope and more.

We review our latest work of the week, which featured a discussion of current economic data, OpenAI’s reported forecasts for its advertising business, news about WPP potentially selling its PR agencies, Corus’ latest results and more.

We review our latest work of the week, which featured a discussion of current economic data, Omnicom’s history vs. peers, sports marketing and more

We review our latest work of the week, which featured a discussion of sizing the opportunity for OpenAI’s advertising business, Nielsen’s news around The Gauge, Kantar’s latest results, in-app advertising and more

We review our latest work of the week, which featured a discussion of Madison & Wall's new report on AI and agencies, our analysis of a report from the ANA on principal trading, the dispute between Publicis and The Trade Desk and more.

We review our latest work of the week, which featured a discussion of Madison & Wall's new ad forecasts, the latest economic news plus our latest observations on ad tech and more.

We review our latest work of the week, which featured a discussion of the consequences of uncertainty on advertising, the impact of the Department of Homeland Security’s spending on advertising and more.

We review our latest work of the week, which featured the real-world impact of tariff policies, the latest earnings results on advertising in ad tech and with agencies, Infillion's acquisition of Catalina, WPP's large client data published via court filing and more.

We review our latest work of the week, which featured analyses of topics including agency earnings results via Omnicom, commerce media results via Walmart, packaged goods management commentary at CAGNY and news related to The Trade Desk and Google.

We review our latest work of the week, which featured extensive analyses of topics around AI and advertising, big news for Dentsu, WPP and Omnicom and a review of earnings at Pinterest, Roku, TF1 and others

We review our latest work of the week, including our detailed analysis of the limitations of saving journalism with advertising, as well as earnings results from (and the AI impact on) Google, Amazon and Publicis among others.

We review our latest work of the week, including Meta's ad revenue growth, the global read-throughs on YouTube's dispute with UK-based Barb, the launch of Madison & Wall's proprietary category advertising data and more on local and national TV from Comcast and Charter.

We review our latest work of the week including the impact of tariff threats related to the US' interest in Greenland, Netflix advertising, TikTok, P&G and WPP's news about its production business

On this week’s edition of the Madison & Wall podcast: a special cross-posting with the WPP Media Intelligence team! We discuss agentic commerce, bank earnings, TikTok’s World Cup plans, app advertising and more.

We review our latest work of the week including how to tell how AI will or won’t move ad budgets, an analysis of the potential combination of Publicis and LiveRamp and a review of our latest data on independent agency growth rates.

We review our latest work of the week including TikTok's sale of its US business, our new overview of "Alternative" DSPs, the latest measurement spat involving Nielsen and the VAB and an analysis of new economic data,

We review our latest work of the week including an analysis of new US and Canada Ad forecasts, new programmatic ad forecasts, large and small advertiser trends as well as news that Pinterest is set to acquire tvScientific.

We review our latest work of the week including an analysis of the Netflix bid to buy Warner Bros. Discovery's studios and streaming business, new data on video spending by consumers, and our take on news related to Omnicom's integration of Interpublic following the close of that transaction.

We review our latest work of the week including an analysis of AI platform content licensing, strategic retail media trends, the consistency of weak TV trends in Europe and the evolution of regulators' market definitions

We review our latest work of the week including new economic data from Europe, our analysis of the latest earnings results from Disney, Paramount, Interpublic + news from Publicis and much more.

We review our latest work of the week including our analysis of the latest earnings results from ad tech, publishing, outdoor advertising, Comcast's interest in ITV and much, much more

We review our latest work of the week including our analysis of streaming / CTV advertising pricing, new data from Google, Meta and Amazon showing acceleration in advertising growth - but also caution in spending from packaged goods companies - and the latest from WPP.

We review our latest work of the week including our analysis of the latest earnings results from Netflix and Omnicom, commentary from CEOs and CFOs at the world's largest marketers and a summary of our recent research on meaningful changes in marketers' use of agencies for media owner payments.

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.

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.

On this week's M&W Podcast we review our take on the potential consequences for foreign capital investment that may follow from tax policy changes in the US, go over new TV data we published on pay TV subscriptions, video ad loads and video spending and assess the news of Publicis' acquisition of a new influencer agency.

On this week's M&W Podcast review the latest retail sales data and its read-throughs for the economy, Walmart’s advertising business, our take on the Upfronts, Netflix’s latest data point on ad-supported subscribers, the latest results from Dentsu and Globant and more.

On this week's M&W Podcast, we provide our regular take on new economic data, advertising industry earnings results and more.   We also summarize our original research of the week. Plus, our Advertising 101 series continues with a focus on digital advertising – and programmatic advertising in particular – with Dentsu Media’s global addressable lead, Zac Selby.