Unfiltered Media Podcast

Justin Lebbon and Ian Whittaker
  • 5.0 (1)
  • MARKETING
  • UPDATED WEEKLY

Want to understand how the intersection of the finance world impacts the media and advertising industry? Well this is the podcast for you.

  1. 4 DAYS AGO

    The Great Ad Spend Shift: Why Meta, Amazon & programmatic are reshaping media

    Justin Lebbon is joined by Guideline’s Chief Insights & Analytics Officer, Sean Wright, for a deep dive into where advertising money is really flowing and why the biggest platforms continue to dominate despite mounting scandals and industry criticism. Using Guideline’s unique data tracking major agency and brand spend, they explore Meta’s resilience, the rise of Amazon in the DSP wars, the collapse in streaming CPMs, and why traditional TV companies may be undermining themselves through aggressive programmatic strategies and cost-cutting. The conversation also examines whether broadcasters can regain control of pricing, measurement, and premium positioning before ad tech commoditizes the entire ecosystem.

    37 min

  2. 30 APR

    Meta, Google, Amazon all post Q1 results - Analysis and market reaction

    An in-depth analysis of the latest quarterly results from Google, Meta, and Amazon, exploring their growth, AI investments, and implications for the advertising and media industry.

    18 min

  3. 16 APR

    NBCU attacks Nielsen; Retail Media's growth; What Havas/Publicis Q1 results say

    This week we discuss NBCU’s attack on Nielsen and why audience measurement has become a high-stakes power play influencing valuations, revenues, and market sentiment. This isn’t just about metrics and currency; it’s about who controls the narrative, and the money. We also explore the rise of retail media, set to hit $190 billion by 2026, and how retailers are using high-margin ad businesses to grow revenues. We also question the impact of of this media, where the budget is coming from and how marketers should measure it. Plus, we examine agency performance with Q1 results from Havas and Publicis and how AI, ad tech, and efficiency are creating two universes for agencies. One in North America and a one for the rest of the world. Chapters: 00:00 NBCU's Bold Attack on Nielsen 07:41 The Rise of Retail Media 17:02 Agency Growth and Market Dynamics

    27 min

  4. 10 APR

    Agency models; Macro trends; social media regulation and the music industry!

    The episode kicks off with a discussion on the evolving landscape of advertising agencies, particularly focusing on Accenture's innovative approach to agency models. We delve into how traditional cost-plus models are becoming unsustainable in the age of AI, and how Accenture's shift towards a subscription-like service could redefine client offerings. We explore the challenges and opportunities this presents for traditional agency holdcos, emphasizing the need for agencies to adapt to a focus on business outcomes rather than just media buying efficiency. We look at macroeconomic trends, including inflation data and its impact on consumer behavior, particularly in the US and Canada. Ian discusses the potential implications of rising fuel prices and geopolitical tensions on the advertising market. We reflect on the music industry, highlighting a significant $64 billion deal involving Universal Music Group analysing the strategic implications of this deal and the broader trend of music rights being viewed as financial assets. We wrap up debating the regulatory pressures facing social media platforms like YouTube and TikTok, and the potential long-term impact of government actions on these platforms. Timeline and chapters below should you wish to jump to your preferred topic 00:00 Introduction and Accenture Insights 07:22 Macro Financial Trends and Market Impact 15:54 M&A Activity and Industry Developments 23:22 Social Media Regulation and Consumer Sentiment 32:14 Future Focus on Media Channels

    34 min

  5. 3 APR

    Broadcasters fight back; OOH growth; Accenture's new agency model and AI investment

    Fresh from Future TV Sydney and a trip to New Zealand, we break down the TV industry’s comeback playbook with examples from out-of-home to broadcasters rebuilding momentum by collaborating and building what buyers want. We unpack the flawed “premium vs cheap” debate, why premium might be the wrong word to use and new agency models reflecting on Accenture’s back-to-basics remuneration structure. Plus: the growing chaos in measurement. From Nielsen’s controversies to fractured currencies, we explore why unified frameworks are now critical to stability. Finally, we zoom out to the bigger picture of AI investment hype, IPO pressures, and geopolitical risk and what it all means for media deals, innovation, and future growth.

    35 min

  6. 24 MAR

    Can premium survive and thrive?

    Most brands think premium media is about content. It isn’t. It’s about environment. In this episode, we unpack what “premium” really means in a world of unlimited impressions and AI-generated noise and why the fight over its definition is really a fight for ad budgets. They explore how trust, transparency, and attention - not just content - are now the real drivers of effectiveness and long-term brand value. From the rise of AI “slop” to the growing divide between traditional media and platforms, this is a clear-eyed look at what’s changing and what it means for advertisers.

    41 min

  7. 13 MAR

    Markets, War and the Growth Problem

    This week we examine the economic impact of the Middle East conflict, how geopolitical uncertainty is influencing financial markets, and what it could mean for the media and advertising industry. We also dig into the surprisingly weak long-term growth of many major global companies, using data from Michael Farmer and others to explore why so many large firms appear to be struggling to generate meaningful expansion.

    39 min

  8. 5 MAR

    Broadcast Strategy, Paramount/WBD deal explained and the Cost-Cutting Trap

    Feature-rich episode this week, starting with feedback from global broadcasters following Justin Sampson’s interview last week. We then focus on M&A activity, looking at developments around ITV and Sky, while Ian explains the financial framework behind Paramount’s proposed acquisition of WBD. We also discuss content strategies and why broadcasters need to stop talking about cost-cutting- and the signal that sends to the market — before reflecting on the All3Media/Banijay merger. Finally, we examine the BBC’s public comments acknowledging that it cannot make money working with social platforms.

    34 min
See All (13)

About

Want to understand how the intersection of the finance world impacts the media and advertising industry? Well this is the podcast for you.

Information

  • Creator
    Justin Lebbon and Ian Whittaker
  • Years Active
    2k
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © Justin Lebbon and Ian Whittaker
  • Show Website
    Unfiltered Media Podcast

You Might Also Like