Media Intelligence

In episode 53, we dive into the latest earnings reports from tech giants like Meta and Microsoft, analyze Comcast's performance amidst industry shifts, and explore the luxury sector's outlook with a focus on China's recovery. Meta is leveraging its massive user base to monetize AI investments, with tools like Advantage+ showing strong growth (70% YoY growth). Microsoft continues to expand, driven by LinkedIn and a booming AI business (175% YoY increase). Comcast faces challenges in broadband but sees potential in mobile and a steady media division. LVMH's performance and advertising spend provide insights into the luxury sector's trajectory. We also discuss the impact of interest rate decisions by the ECB and the Fed, analyzing their potential effects on economic growth and the advertising landscape. Plus, we'll touch on the US GDP's 2.3% annual growth in Q4 2024, driven by a 4.2% increase in consumer spending, and the overall economic outlook for 2025. NEXT WEEK: We'll break down earnings from Spotify, Alphabet, and others, plus share our weekend plans. -- Discover GroupM's latest This Year Next Year Forecast here: https://www.groupm.com/this-year-next-year-2024-global-end-of-year-forecast/ If you are GroupM client or part of WPP, reach out to business.intelligence@GroupM.com for the full report.

In episode 52, we dive into the latest earnings reports from Netflix, luxury brands, and CPG giants like P&G, exploring key takeaways for advertisers and marketers. Netflix had a strong quarter, but is their content spend enough to stay ahead of the competition? The luxury sector shows mixed results, with China's uneven recovery a major concern. CPG companies are shifting focus from pricing to volume growth as inflation falls. Plus, we discuss the impact of AI, with companies like LG betting on "affectionate intelligence" to make AI more user-friendly. NEXT WEEK: We break it all down and preview next week's big earnings from LVMH, Meta, Microsoft, and more! -- View the latest This Year Next Year from GroupM: https://www.groupm.com/this-year-next-year-2024-global-end-of-year-forecast/?utm_source=spotify

GroupM's Amanda Grant sits down with PubMatic's Emma Newman to discuss the importance of realising our responsibility across the supply chain and how we can co-innovate to deliver it. Recorded Live from The GroupM Rooftop on Day 4 of Cannes Lions 2024⁠ Stay connected with GroupM on LinkedIn GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com.

Product-based strategies are revolutionizing commerce media, bringing it to the masses like never before. GroupM's Sam Bukowski sits down with Michael Balabanov from Criteo to dissect this transformative shift. Recorded Live from The GroupM Rooftop on Day 4 of Cannes Lions 2024 Stay connected with GroupM on LinkedIn GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com.

The future of marketing is integrated and omnichannel. EssenceMediacom's Kristin Gower sits down with Omar Carrion, Senior Director of Integrated Marketing Communications & Omnichannel at Kellanova LATAM, and Stephanie Stopulos, VP of Media at Target to talk about navigating this new commerce landscape. Recorded Live from The GroupM Rooftop on Day 4 of Cannes Lions 2024 Stay connected with GroupM GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com.

Microsoft's Rukmini Iyer discusses AI in ad tech, focusing on privacy, data clean rooms, and hyper-personalization. They explore the role of AI in advertising efficiency, ethical practices, and content analysis, emphasizing the need for agility and user relevance in the evolving tech landscape.

Elliot Millard, Chief Strategy & Planning Officer at Wavemaker in the UK talks to Susan Jurevics, Chief Brand & International Officer at Audible, Jaap Tuinman, VP Global Media, Omnichannel & MarTech at PlayStation, and Stephanie Fried, CMO at Fandom, about the power (and responsibility) of representation and inclusivity in entertainment. Recorded Live from The GroupM Rooftop on Day 2 of Cannes Lions Follow GroupM on LinkedIn for more content GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com.

An opportunity to go a little deeper into The Influenceables, a Wavemaker consumer behaviour research project. From food to beauty, auto to entertainment the research reveals how new media has transformed the decision journey for shoppers and how shared cultural moments have transformed consumption. With Stuart Bowden, Lilia Fuse, Felipe Thomaz and Alex Brownsell. Recorded Live from The GroupM Rooftop on Day 4 of Cannes Lions 2024 ⁠⁠Stay connected with GroupM⁠ GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business.

Live from the GroupM Rooftop on Day 3 of Cannes Lions 2024, GroupM's Chief Operating Officer in the UK Luke Bozeat, Paul Nasser, RVP, Agency Partnerships at IAS in EMEA, and Anja Spielmann, Global Brand Experience Director at Mars, talk strategies for navigating the interplay between advertising on the open web, social platforms, and premium publishers. Recorded Live from The GroupM Rooftop on Day 3 of Cannes Lions 2024 Stay connected with GroupM⁠ GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com.

Matt Bourn of the Advertising Association joins Kunal Nagpal of InMobi, and Sargi Mann, Global Practices Lead at GroupM to discuss what it takes to build a more responsible future for media. Recorded Live from The GroupM Rooftop on Day 3 of Cannes Lions 2024 ⁠⁠See more content from GroupM⁠ _ GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and T&Pm, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com.