Google growth & CPG resilience despite tariff hits to autos

Kate, Jeff, and Nidhi chat about the latest earnings from big names like Google, ITV, and Televisa Univision. They dive into how AI is driving ad growth, why digital formats are taking over, and how consumer spending is holding up despite tariffs and other challenges.

They also explore what’s happening in the auto world with EVs, how brands like Coca-Cola and LVMH are staying strong, and why ESPN’s NFL deal could shake things up. Plus, hear how legacy media is juggling linear TV and streaming.

00:00-Introduction
01:25-Google Earnings and AI Investments
07:40-European Media Owners: Challenges and Digital Shifts
12:05-Televisa Univision and Sports Media Updates
18:11-Automotive Industry: GM, EVs, and Tariff Impacts
26:29-Luxury and CPG Trends: LVMH, Nestle, and Coca-Cola
32:08-Looking Ahead: Upcoming Earnings and Economic Signals

Mid-Year Global Advertising Forecast Update: https://www.wppmedia.com/news/tyny-midyear-2025