Media Intelligence

WPP Media
  • 5.0 (4)
  • MARKETING
  • UPDATED WEEKLY

Welcome to Media Intelligence, the official podcast from WPP Media, WPP’s global media collective. 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 to Media Intelligence by WPP Media.

  1. 2D AGO

    Will AI shop for you? Bank ad growth, World Cup on TikTok, app advertising trends (feat. Madison & Wall)

    Is your next big purchase going to be made by AI? In this “super pod” crossover between WPP Media Intelligence and Madison & Wall, Kate Scott-Dawkins, Brian Wieser, Luke Stillman, Jeff Foster, and Nidhi Shah unpack the week’s biggest shifts in media and marketing. We explore: Google & OpenAI’s new agentic commerce protocols — and what AI shopping means for brands.Why US banks grew ad spend 12.5% in 2025 despite economic uncertainty.TikTok’s World Cup deal and what it signals for sports media rights.The evolving creator economy and where the dollars are really coming from.Insights into app advertising & mobile gaming following LiftOff’s IPO filing.Chapters:00:00 – Intro: AI shopping & what’s ahead in media and marketing01:20 – Agentic commerce: Google vs OpenAI protocols & retail media impact08:36 – US economy: Bank earnings and why ad spend is still rising17:28 – Sports media rights: TikTok’s global World Cup video partner deal20:40 – Creator economy: Where the money comes from and industry effects25:53 – App advertising & gaming: LiftOff IPO, AppLovin, mobile ad quality31:52 – Market outlook: Risks, opportunities, and sector growth potential32:13 – Next week preview: Key earnings, inflation data, and major events34:56 – Closing thoughts & outro WPP Media Global Advertising Forecast, Dec 2025: https://www.wppmedia.com/news/report-this-year-next-year-december-2025 Cross-over episode disclaimer: The views of Madison & Wall do not represent the opinions of WPP or WPP Media

    35 min

  2. JAN 9

    Smart glasses crowd CES, top 25 media owners hold 73.9%, 2026 outlook

    Smart glasses everywhere, robots in your living room, and 73.9% of global ad spend concentrated in just 25 companies. Kate Scott-Dawkins, Jeff Foster, and Nidhi Shah break down what really matters for advertisers from CES: the explosion of robotics and smart home ecosystems, a wave of smart glasses and next-gen TVs, and what this growing “surface area” for media means for targeting, measurement, and creative. They also unpack WPP Media’s latest Top 25 Global Media Owners update, where those players are now expected to account for 73.9% of total ad industry revenue — and how consolidation, regulation, and AI could reshape that landscape. We also look ahead to 2026: the impact of a packed sports calendar and US midterm elections on ad pricing and inventory, rising youth-focused social regulation (inspired by Australia and Europe), and new AI-driven business models on both the content and media owner side. Listen for: What CES 2026’s robots, smart homes, and smart glasses really signal for brandsHow the Top 25 media owners reaching 73.9% share changes planning and partnership strategyWhere new ad opportunities may emerge in ecosystems like autos, connected homes, and creator platformsKey risks and catalysts for 2026: regulation, labor negotiations, mega-deals, and sports/election cycles00:00-CES recap: robots, smart homes and health tech03:29-Macro backdrop: jobs, inflation and retail context05:39-Next-gen TVs and hardware ecosystems09:23-Autos, energy tech and AI infrastructure13:10-Creators, fandom and sports at CES14:50-Top 25 global media owners and consolidation18:22-Smart glasses boom and new ad surfaces20:49-2026 outlook: deals, sports, elections and AI26:16-Advertising Intelligence framework and earnings preview

    27 min

  3. 12/08/2025

    8.8% growth, AI, & the $1.14T ad market: WPP Media’s TYNY Dec 2025 forecast

    Host Kate Scott-Dawkins is joined by Jeff Foster and Nidhi Shah to break down WPP’s newly released global advertising forecast across 60+ markets and every major media channel. Discover why 2025 global ad revenue is now projected to grow 8.8% to $1.14 trillion, how AI is driving a shift toward “intelligence” advertising, and what the milestone of commerce surpassing TV ad spend means for brands worldwide. We explore: The rise of proactive, AI-powered advertising and the $400B expanded search opportunity by 2026.Category shifts, including retail media’s slowing growth amid consolidation, and the emergence of financial services, travel, and gaming networks.Regional trends in North America, LATAM, EMEA, China, and India.Sector-specific insights for automotive, technology, and media entertainment.Key challenges — from concentrated consumer spending, to diminishing retail media returns, to the threat of “agentic shopping.”Whether you’re a marketer, media buyer, or brand strategist, this episode delivers actionable intelligence to prepare for the evolving advertising landscape in 2025 and beyond. See the forecast here: https://www.wppmedia.com/news/report-this-year-next-year-december-2025

    21 min

  4. 11/13/2025

    Amazon’s 315M Prime Video ad viewers, Tubi hits profitability, & Disney boosts sports ad sales

    Earnings season meets forecast crunch time | Kate Scott‑Dawkins, Jeff Foster, and Nidhi Shah break down the latest media and marketing shifts: European broadcasters in decline, OOH gains from travel rebound, Amazon’s surge in cloud and streaming ads, Tubi’s early AVOD profitability, and the mixed fortunes at Peacock, Paramount+, Warner Bros. Discovery, and Disney. From sports rights battles to identity‑based targeting and looming M&A moves, the team unpacks what’s driving TV and streaming ad revenues — and what brands and advertisers need to know now. Listen for:• Trends in linear TV vs. streaming ad revenue growth• Why sports rights remain top-tier ad inventory• AVOD’s profitability milestone and what’s next• How consolidation could reshape the media buying landscape 00:00 – Introduction and forecast season overlaps02:27 – European broadcaster earnings, consolidation moves, and OOH trends09:35 – Amazon earnings: Cloud, advertising, Prime Video reach, and sports rights15:03 – Fox earnings: Tubi’s growth, early profitability, and login strategy18:52 – Comcast: Peacock’s subscriber trends, ad revenue, and M&A speculation21:11 – Paramount/Skydance: Ad revenue decline, price hikes, and theatrical expansion24:32 – Warner Bros. Discovery: Revenue and ad declines, streaming subs, strategic options26:07 – Disney highlights and advertiser implications27:30 – Forecast wrap‑up and upcoming focus areas

    29 min

  5. 10/24/2025

    Netflix’s $11B+ Q3, Spanish TV struggles, & OpenAI’s bold browser move

    This week, Kate Scott-Dawkins, Nidhi Shah, and Jeff Foster discuss Netflix’s 17% growth and plans to expand its ad business, Spanish-language broadcasters facing declines, political ad trends, luxury sector resilience, and a flood of AI news — from OpenAI’s browser to Samsung’s AI TVs — plus Google’s cancer research breakthrough. Chapters 00:00-Introduction01:18-Netflix Q3 earnings and Brazilian tax impact09:25-Legacy broadcasters and Spanish-language media declines13:48-Political advertising trends and brand implications17:42-Luxury sector resilience and market recovery19:06-AI announcements from OpenAI, Samsung, and Google28:23-Next week’s preview and closing remarks Links: This Year Next Year MidYear Forecast 2025: https://www.wppmedia.com/news/tyny-midyear-2025How Google's Gemma model helped discover a new potential cancer therapy pathway: https://blog.google/technology/ai/google-gemma-ai-cancer-therapy-discovery/How Humans Decide research: https://www.wppmedia.com/news/how-humans-decide

    30 min

  6. 10/17/2025

    Walmart + OpenAI commerce push, luxury rebounds, & Netflix + Spotify deal

    This week on the WPP Media Intelligence Podcast, Kate Scott-Dawkins, Nidhi Shah, and Jeff Foster are diving into the big stories shaping media, marketing, and the economy right now. The IMF has bumped up its global growth forecast, China’s trade numbers are surprising everyone, and luxury brands like LVMH are showing early signs of recovery. Banks are riding high on AI investments, IPO activity is picking up, and connected TV continues to gain traction with advertisers. We also get into some fascinating moves in the AI and commerce space — Walmart teaming up with OpenAI for conversational shopping, Perplexity hitting pause on ads, and Netflix joining forces with Spotify to bring video podcasts to streaming audiences. And with US midterms on the horizon, political ad spend is already looking like it could smash records. Whether you’re in media, marketing, finance, or tech, this episode is packed with insights on where growth is coming from, what’s changing fast, and how brands can stay ahead. 00:00-Introduction & Global Economic Outlook02:59-China’s Trade Data and Luxury Sector Recovery06:08-Bank Earnings, AI Investments, and Advertising Trends11:41-Perplexity AI Pauses Ads & Future of AI Search16:13-Walmart Partners with OpenAI for Conversational Commerce23:17-Netflix and Spotify Video Podcast Partnership27:13-Political Advertising Trends & Closing Remarks

    30 min

  7. 10/10/2025

    Ad-free social feeds, AI billions, & the global EV race

    How privacy rules, AI growth, and EV competition are reshaping advertising In this episode of the Media Intelligence Podcast, the team unpacks the week’s biggest stories in media, marketing, and global business. From Europe’s push toward ad-free social media to AI’s economic boom and the worldwide EV race, they explore how regulation, consumer values, and technology are reshaping advertising strategies. Regional insights from WPP’s global forecast and the impact of major sports events round out a packed agenda. Key Topics Discussed Europe’s “consent or pay” social media models and regulatory push on privacy, youth safety, and mental health.Global sentiment on banning social media for children under certain ages.Potential long-term advertising impacts if younger generations delay or avoid social media adoption.PepsiCo’s Q3 performance, cost optimization, and brand refresh toward healthier products.Dell’s AI-driven growth, PC sales trends, and the Windows 10 end-of-support upgrade cycle.China’s goal to produce one-third of the world’s cars by 2030 and its EV export strategy.Tesla’s pricing changes and the challenges of EV adoption in the U.S.Economic bifurcation affecting auto sales and marketing messaging.Digital addressable advertising now comprising ~80% of total ad spend.Regional insights from WPP’s “This Year, Next Year” forecast: EMEA, APAC, and LatAm trends.The advertising boost from the 2026 FIFA World Cup and Winter Olympics.Gen Z’s shifting values and what they mean for brands and hiring managers. Chapters 00:00 Introduction & Europe’s Ad-Free Social Media Models 05:25 PepsiCo Earnings & Healthier Snacking Trends 09:50 Dell’s AI Growth & Hardware Market Insights 14:55 China’s Auto Ambitions & Global EV Competition 19:46 Economic Divide, Auto Marketing & Addressable Ads 22:25 Global Ad Forecast Insights: EMEA, APAC & LatAm 25:44 Sports Events Driving Future Ad Spend 27:13 Closing Thoughts & What’s Next

    28 min

  8. 09/26/2025

    TikTok’s $14B valuation, Netflix collab with AB InBev, & OpenAI's ad ambitions

    On this week’s Media Intelligence Podcast, Kate Scott-Dawkins, Jeff Foster, and Nidhi Shah from WPP Media’s Business Intelligence team discuss some of the week’s biggest media and marketing stories. Topics include TikTok’s $14B valuation and what it means for the platform’s future, the latest UK inflation data, rising streaming subscription prices, Netflix’s new partnership with AB InBev, and OpenAI’s plans to introduce advertising. The team looks at how these developments could affect brands and advertisers as we head into Q4. Key Topics TikTok’s $14B valuation and U.S. ban updateUK inflation trends and global economic signalsNetflix teams up with AB InBev for native advertisingStreaming service price hikes compared to cable costsComcast spinout Versant’s revenue declineAffiliate TV station consolidation in the U.S. and EuropeOpenAI’s push toward ad monetization with Pulse Chapters 00:00 – Introduction & TikTok valuation update02:21 – UK and global economic outlook11:55 – Netflix and AB InBev partnership15:27 – Streaming price hikes vs cable costs20:01 – Comcast spinout Versant revenue trends23:23 – Affiliate TV station ownership and consolidation28:14 – OpenAI moves toward advertising Links: WPP Media's Mid-Year Global Advertising Forecast Update: https://www.wppmedia.com/news/tyny-midyear-2025

    33 min
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Ratings & Reviews

5
out of 5
4 Ratings

About

Welcome to Media Intelligence, the official podcast from WPP Media, WPP’s global media collective. 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 to Media Intelligence by WPP Media.

Information

  • Creator
    WPP Media
  • Years Active
    2021 - 2026
  • Episodes
    112
  • Rating
    Clean
  • Copyright
    © WPP Media
  • Show Website
    Media Intelligence