AI, Data, And Media Hyper-Personalization: The Marriage Of Media And AI-Powered CRM Feat. VML, NewtonX, & Salesforce Media Intelligence podcast

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Full Stream Ahead 27:07

7 days ago27:07

27:07

In this episode, Kate Scott-Dawkins and Jeff Foster break down Netflix's latest earnings report. They highlight the impressive 13% revenue growth and discuss Netflix's bold ambition to hit a $1 trillion market cap. They also look at how advertising revenue, a strong market, and smart content investments can help the company grow. Kate and Jeff discuss the potential of AI to reduce production costs. They take a closer look at the ongoing antitrust trials involving Meta and Google and what these cases could mean for the media world in the future. 00:00 – Introduction & Podcast Preview • Kate and Jeff welcome listeners and outline the topics for the week. 00:40 – Netflix Earnings Overview • Discussion of Netflix’s 13% revenue growth, the missing subscriber count, and overall earnings call highlights. 02:00 – Ad Revenue Goals & Forecasting • They cover the leaked goal of reaching a $1 trillion valuation and $9 billion in ad revenue by 2030, plus initial strategy insights. 03:30 – Live Events & Video Podcasts • Conversation about Netflix’s strategy around live events (NFL games, Oscars, etc.) and the evolution of video podcasts. 06:00 – Market Trends & Margins • Analysis of Q1 dynamics, pricing adjustments, margin strength, and resilient consumer behavior in home entertainment. 09:42 – Ad Revenue Modeling Details • A detailed walkthrough of the modeling assumptions—from a small ad revenue base in 2024 to the ambitious 2030 target. 17:12 – AI & Content Innovation • Discussion on how AI is reshaping film production (e.g., de-aging effects) and its potential cost-saving impacts. 19:21 – Tech Trials & Antitrust Updates • Coverage of antitrust trials affecting Meta (Instagram/WhatsApp) and Google’s ad tech practices, plus implications for future strategy. 25:20 – Weekend Recommendations & Wrap-Up…

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1, 2, 3, 4... I Declare a Trade War 24:56

16 days ago24:56

24:56

In this episode, Kate Scott-Dawkins, Jeff Foster, and Nidhi Shah explore the escalating US-China tariff situation, its impact on industries like automotive and technology, and how businesses are navigating uncertainty. They also discuss the resilience of the financial services sector, shifts in consumer behavior, and the broader implications for globalization and advertising trends. Disclaimer: Since recording this episode, a 90-day pause on tariffs has been announced, along with adjustments to tariffs on China. While these developments may temporarily ease tensions, the topics discussed—such as long-term impacts on industries, consumer behavior, and globalization—remain highly relevant. Key Topics Discussed: US-China Tariffs: Impacts on key industries like autos, apparel, and tech. Globalization Under Strain: Challenges to specialization and self-sufficiency. Financial Services Resilience: Growth despite inflation and economic uncertainty. Advertising Trends: Small business challenges and the rise of "Made in America" messaging. Sports Advertising: Super Bowl, World Cup, and Olympics sustaining demand. Chapters: 00:00 - Disclaimer 00:16 - Episode Overview and Tariff Discussion 02:18 - US-China Tariffs: Impacts and Retaliation 05:45 - Industry-Specific Challenges: Autos, Tech, and Apparel 09:51 - Globalization Under Strain and Manufacturing Shifts 12:00 - Small vs. Large Business Responses to Tariffs 15:25 - Impact on Sports and Live Event Advertising 19:30 - Financial Services Sector Resilience and Outlook…

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How WPP, GroupM, and InfoSum Are Redefining Data Intelligence 5:59

22 days ago5:59

5:59

WPP has acquired InfoSum, the world’s leading data collaboration platform, in a major step forward for its AI-driven data capabilities. InfoSum will join GroupM, WPP’s media investment group, to create a new generation of privacy-first, AI-enhanced marketing solutions powered by the industry’s most secure and scalable data infrastructure. This acquisition allows WPP clients to unlock the full potential of their first-party data while connecting securely with data providers and media partners. By integrating InfoSum’s patented cross-cloud technology into WPP Open, clients can build, train, and deploy custom AI models faster than ever—delivering smarter insights, better audience targeting, and measurable campaign improvements across the entire marketing ecosystem. With access to InfoSum’s extensive global data network—including signals from leading media platforms, retailers, and identity partners—WPP is redefining marketing intelligence and helping clients move beyond outdated identity-based solutions. This is “Intelligence Beyond Identity,” where privacy, performance, and innovation come together to shape the future of marketing. Learn more about this exciting partnership and what it means for WPP, GroupM, and their clients with Brian Lesser, Evan Hanlon, and Lauren Wetzel. ⁠https://www.groupm.com/newsroom/wpp-acquires-infosum-in-major-investment-in-its-ai-driven-data-offer/⁠…

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The Rise of Retail Media and YouTube’s TV Takeover 29:10

28 days ago29:10

29:10

In this episode hosts Kate Scott-Dawkins, Jeff Foster, and Nidhi Shah are joined by special guest Aisha Khan, Head of Client Engagement for GroupM Global Commerce. Their discussion covers advertising trends among the top media sellers, retail media innovation, economic impacts on advertising, and YouTube’s growing dominance in TV viewing. Note: As a group, the top 25 accounted for 72% of total advertising in 2024, up from 68% in 2023. If we exclude China (and the China-based ad sellers) concentration went up from 63% to 66%. 00:00-Introduction 01:13-Top 25 Media Sellers: Winners and Trends 08:44-Retail Media Deep Dive with Aisha Khan 19:10-YouTube’s TV Takeover and Nielsen Data 24:33-UK Economy, Advertising Insights, and European Media Consumption 30:14-Weekend Plans and Pop Culture Wrap-Up Some links: GroupM's This Year Next Year 2024 End of Year Report: https://www.groupm.com/this-year-next-year-2024-global-end-of-year-forecast/ Thanks for tuning in! If you enjoyed this episode, don’t forget to hit the follow button, and rate us on your favorite podcast platform. And we’d love to hear from you—drop a comment or share your thoughts with us on LinkedIn.…

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Advertising Over Ice: How Tariffs May Shake Up Spending 23:19

6 weeks ago23:19

23:19

In this week's episode of This Week, Next Week , Kate Scott-Dawkins, Jeff Foster, and Nidhi Shah dive into the latest developments shaping media, entertainment, commerce, and economics. From the impact of potential U.S. tariffs on European alcohol imports to the evolving creator economy, we break down how these shifts are influencing advertisers and consumers alike. 00:00 - Introduction & Topics Overview 01:10 - Alcohol Tariffs: Europe vs US Trade Tensions 04:30 - Impact of Tariffs on Alcohol Advertising Budgets 08:15 - Spotify's Loud and Clear Report: Artist Royalties 11:45 - Music Streaming Trends: Growth and Challenges 14:20 - The Creator Economy: MrBeast and Media Upfronts 17:05 - Defining the Creator Economy 20:40 - Recommendations: Playground Book, Big Technology Podcast 23:10 - Roblox, AI, and Gaming Innovation Some links: GroupM's This Year Next Year 2024 End of Year Report: https://www.groupm.com/this-year-next-year-2024-global-end-of-year-forecast/ Thanks for tuning in! If you enjoyed this episode, don’t forget to hit the follow button, and rate us on your favorite podcast platform. And we’d love to hear from you—drop a comment or share your thoughts with us on LinkedIn.…

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Beige is the New Black 27:29

7 weeks ago27:29

27:29

In this episode, Kate, Jeff, and Nidhi dive into the latest developments shaping economics, media, technology, and entertainment in 2025. From tariffs impacting trade to the evolution of streaming platforms and AI innovation, we explore how industries are navigating uncertainty and embracing change. Highlights include insights from the US Federal Reserve Beige Book , Oscars viewership trends, YouTube’s app redesign, and updates from the Morgan Stanley TMT Conference. Segments (00:00) Introduction (00:28) Global Economics Overview (01:32) Beige Book Insights (02:45) US Consumer Spending Trends (03:30) Tariffs and Price Increases (05:02) F1 Viewership Insights (07:13) European Media Owners Report (08:55) Linear TV Trends in Europe (09:56) Germany's Cable TV Shift (11:00) Streaming vs. Linear TV (14:52) Out-of-Home Advertising Growth (15:32) Programmatic Advertising in OOH (16:18) YouTube’s Redesign & Aggregation (17:04) The Battle for the Living Room (19:41) Morgan Stanley TMT Conference Highlights (20:10) Fox’s DTC Strategy (22:31) Netflix’s Ad Business Growth (24:00) Disney’s Focus on Advertising (24:34) Warner Bros. Content Strategy (25:55) Weekend Plans & Closing Remarks Some links: GroupM's This Year Next Year 2024 End of Year Report: https://www.groupm.com/this-year-next-year-2024-global-end-of-year-forecast/ US Federal Reserve Beige Book: https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20250305.pdf Thanks for tuning in! If you enjoyed this episode, don’t forget to hit the follow button, and rate us on your favorite podcast platform. And we’d love to hear from you—drop a comment or share your thoughts with us on LinkedIn.…

1
The 10% Economy 31:09

8 weeks ago31:09

31:09

This week, Kate and Jeff tackle the latest in advertising and media, from the challenges of tracking sports sponsorships to the shifting dynamics of CPG spending. They discuss how top earners are driving nearly half of U.S. consumer spending, the growing importance of streaming ad revenue, and why content budgets are skyrocketing. Plus, what does Walmart’s dominance mean for big brands? Dive into the data and trends shaping the industry. 5 Key Takeaways: Sponsorship Challenges : Sports sponsorships are becoming more critical as traditional ad reach declines, but reliable data on sponsorship deals remains elusive. CPG Spending Trends : Personal care brands are increasing ad spend faster than food and beverage companies, with a focus on premiumization and value-based strategies. The 10% Economy : The top 10% of earners now drive nearly 50% of U.S. consumer spending, reshaping retail and advertising strategies. Streaming Growth : Platforms like Paramount+ and Max report strong subscriber growth and narrowing losses, with streaming ad revenue rising significantly. Content Budgets Soar : Media giants like Comcast and Disney lead in content spending, while Warner Bros. Discovery shifts focus to leveraging its IP catalog over acquiring costly sports rights. Some links: GroupM's This Year Next Year 2024 End of Year Report: https://www.groupm.com/this-year-next-year-2024-global-end-of-year-forecast/ Thanks for tuning in! If you enjoyed this episode, don’t forget to hit the follow button, and rate us on your favorite podcast platform. And we’d love to hear from you—drop a comment or share your thoughts with us on LinkedIn.…

1
License to Stream 24:26

9 weeks ago24:26

24:26

This week, Kate, Jeff, and Nidhi dive into the latest trends shaping media, advertising, and entertainment. From retail media’s rapid growth to the integration of AI in sports, and the ongoing battle for dominance in streaming content, the team covers it all. They also explore the critical role of storytelling in building brands and share their weekend viewing plans. NEXT WEEK : Earning seasons continues with eBay, Home Depot, Danone, and more! Thanks for tuning in! If you enjoyed this episode, don’t forget to hit the follow button, and rate us on your favorite podcast platform. And we’d love to hear from you—drop a comment or share your thoughts with us on LinkedIn. -- Discover GroupM's latest ⁠⁠⁠ This Year Next Year ⁠⁠ ⁠ Forecast here: https://www.groupm.com/this-year-next-year-2024-global-end-of-year-forecast/…

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Big Game, Big Ads, and We’re AppLovin’ It 43:28

10 weeks ago43:28

43:28

This week, we dive into the highlights of Super Bowl LIX, which achieved a record-breaking 127.7 million viewers across various platforms, including FOX and Tubi. We analyze the implications of this viewership surge for advertisers and discuss how Tubi's simulcast set new streaming records with 15.5 million peak concurrent viewers . We also explore the growing interest in sports beyond football, focusing on the Rugby Six Nations and its increasing viewership in the UK. Our discussion extends to the performance of European broadcasters, where mixed results reveal shifting dynamics in advertising revenue, particularly in the face of rising digital consumption. On the economic front, we unpack the latest GDP growth figures from the UK and the U.S., highlighting how inflation continues to impact consumer behavior and retail sales. Additionally, we cover Fox's strategic acquisition of Red Seat Ventures, aimed at enhancing its connection with audiences through right-leaning podcasts and live events. Google’s impressive turnaround in ad revenue is also examined, with YouTube emerging as a dominant player in TV consumption. Key Takeaways: Record Super Bowl Viewership: Super Bowl LIX attracted 127.7 million viewers, marking a significant increase in audience engagement. Tubi's Streaming Success: The platform's simulcast reached 15.5 million peak concurrent viewers, setting new streaming records for the event. Rugby Six Nations Growth: Increasing viewership in the UK indicates a broader interest in sports beyond football. Mixed Results for European Broadcasters: Shifting dynamics in advertising revenue highlight the importance of digital consumption. Economic Insights: The UK shows modest GDP growth while inflation impacts consumer behavior and retail sales in the U.S. Fox's Strategic Acquisition: The purchase of Red Seat Ventures aims to connect with audiences through right-leaning podcasts and live events. Google's Ad Revenue Turnaround: YouTube reported record ad revenue, solidifying its position as a leader in TV consumption. NEXT WEEK : Earning seasons continues with Etsy, Cinemark, Booking, Block and more! Thanks for tuning in! If you enjoyed this episode, don’t forget to hit the follow button, and rate us on your favorite podcast platform. And we’d love to hear from you—drop a comment or share your thoughts with us on LinkedIn. -- 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.…

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From Macro to Micro: Decoding the Media Dollars 34:49

11 weeks ago34:49

34:49

This week, we decode the earnings from some of the largest sellers and buyers of advertising including Amazon, Disney, Fox, Snap, Mondelez, and Uber. Plus we look at economic news from Europe and the U.S. and expected implications for advertising growth, including the tariffs now on hold for Canada and Mexico. NOTE : There was simply too much to cover in one podcast, so we'll tackle Google's results along with the Super Bowl next week. Key earnings insights include: Amazon : Continues to thrive with significant advertising growth driven by its streaming services. Fox : Successfully balances traditional cable and streaming, leveraging political and sports advertising. Disney : Faces challenges with a slight dip in Disney+ subscribers but maintains profitability in its streaming segment. We also discuss the performance of major advertisers like Estee Lauder and Capri, who are navigating uneven recovery in the luxury sector, alongside steady growth from CPG giants like Colgate-Palmolive and Mondelez. Digital endemic companies such as PayPal and Uber show robust revenue growth, with PayPal focusing on AI and partnership scaling, while Uber expands its services into less dense areas. Finally, we touch on Shein's strategic re-entry into India, reflecting broader shifts in global trade dynamics, and the evolving advertising landscape that demands innovative strategies for brands to stay relevant. NEXT WEEK : We'll breakdown Google earnings, Super Bowl, earnings from DoorDash, Airbnb, and other CPGs. -- 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.…

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[Deep]Seeking rationale on AI investment 25:05

12 weeks ago25:05

25:05

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.…

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Is it enough? 19:35

13 weeks ago19:35

19:35

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…

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Responsible Investment in the Supply Chain Evolution 12:11

44 weeks ago12:11

12:11

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.…

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Bringing Commerce Media to the Masses via Product Based Strategies 17:50

44 weeks ago17:50

17:50

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.…

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Navigating the New Era of Commerce feat. Kellanova & Target 22:11

44 weeks ago22:11

22:11

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.…

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Media Intelligence « » AI, Data, and Media Hyper-Personalization: The Marriage of Media and AI-Powered CRM feat. VML, NewtonX, & Salesforce

AI, Data, and Media Hyper-Personalization: The Marriage of Media and AI-Powered CRM feat. VML, NewtonX, & Salesforce

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AI, Data, and Media Hyper-Personalization: The Marriage of Media and AI-Powered CRM feat. VML, NewtonX, & Salesforce