Sitemap - 2023 - Madison and Wall
Madison & Wall 2023 In Review: Most Popular Posts of the Year
Madison and Wall: Saturday Summary
Agency Holdcos: In-Housing's Limited Threat While Other Factors = Bigger Risks To Growth
Amazon+Diamond, TV Sports Advertising and The Benefits of Reach
Madison and Wall: Saturday Summary
Future of TV Advertising: The Debate About Decline and Pathways To Growth
Media Company M&A: Catalysts and Consequences
Madison and Wall: Saturday Summary
ANA’s Programmatic Study, The "Tsunami of Crap" and The Future Of The Open Web
Roku: Reaction to its 2024 Prediction
Meta's >$7bn China-US Cross-Border Ad Revenue Boost
Madison and Wall: Saturday Summary
In Europe, Google, Meta and Digital Platforms Gain Share of Wallet Vs. TV Advertising, As in US
US Video Spend Up 2.0% in 3Q23 With $ Shifting From Pay TV To Streaming
Madison and Wall: Saturday Summary
US E-Commerce 3Q23 Sales Growth Up 7.8%, Commerce Media Ad Revenue Up ~23%
Snap, Amazon, the Growing Importance of E-Commerce-Related Advertising and Industry Implications
Dentsu's -6% 3Q23 Decline And An Exploration of Divergent Agency Trends
Ad Tech 3Q23: 17% Revenue Growth. Reviewing Current Trends, Future Opportunities
Madison and Wall: Saturday Summary
Disney FY4Q23/CY3Q23 Results: Ad Trends Better Than Peers; Industry-wide US Pay TV Subs Fall 7%
Top 100 Marketer CEO and CFO 3Q23 Commentary
Madison and Wall: Saturday Summary
Fox, Paramount, Sinclair, Roku, BCE, M6, TF1, Pinterest and More 3Q23 Results
Advertising Growth: Driven By Large Businesses, Not SMBs
Madison and Wall: Saturday Summary
Comcast and Amazon Ad Results Show Contrasting Trends For TV and Digital Advertising
Meta's 3Q23: 21% CC Ad Growth Led By Advantage+ and Chinese Advertisers
Why TV Advertising Struggles To Grow (And What To Do About It)
Google, Microsoft, Snap and Spotify Validate Expectations for 3Q23 Ad Industry Acceleration
Volte-Face: Challenges in International Streaming for Disney and Viaplay
Madison and Wall: Saturday Summary
IPG, Havas Post Contrasting Results Illustrating Mixed Trends For Agencies in 3Q23
P&G, L'Oreal and Nestle Earnings: Read-Throughs For Advertising
Netflix Accelerates, Positions Itself to Take More Consumer Spend Share from Traditional Pay TV
Omnicom 3Q23 Headline Organic Growth +3.3%, Most Growth From Principal Trading
Total US TV (Incl. Streaming/CTV) Ad Time To Fall, Estimated 24% Decline Between 2023 and 2027
Madison and Wall: Saturday Summary
Publicis 3Q23 Results Reinforce Positive Expectations for Industry
PepsiCo, LVMH 3Q23 Results: New Data and Commentary From Key Advertisers
Media Agency Survey: Key Trends and Implications for Holdcos
Madison and Wall: Saturday Summary
3Q23 Agency Trends: Independents Flat, But Largest HoldCos Likely Poised To Grow By More
Madison and Wall: Saturday Summary
Linear TV and Streaming Viewing Shares in 2025
Madison and Wall: Saturday Summary
Amazon Prime Video Ad-Free: No Change To Long-Term Challenges for Ad-Supported TV
IPG, WPP News on KINESSO, Nexus Illustrate Key Industry Trends
2023 Quarterly Growth Benchmarks for US Advertising
Drivers of Television Consumption and Future Implications
Tech Advertising Category Analysis, Impact on Agency Revenues
Madison and Wall: Saturday Summary
Disney/ABC Divestiture Considerations
US Retail Sales Up 2.9% in August, But Ad Spending By Retailers Likely Up ~5%
Madison and Wall: Saturday Summary
Marketer Commentary From Nestle, Unilever, Mondelez, Colgate, Kimberly-Clark and Clorox
Netflix, Comcast, Warner, Paramount and Charter: Ad-Relevant Issues From This Week's Investor Events
$360 Billion US Ad Industry To Grow 5.0% In 2023, 4.3% In 2024*
Madison and Wall: Saturday Summary
Madison and Wall: Saturday Summary
Madison and Wall: Saturday Summary
US E-Commerce Grows 7.7% in 2Q23, Retail Media Up By Much More
An Interview With Richy Glassberg, CEO of Safeguard Privacy
Top 100 Marketer CEO and CFO 2Q23 Commentary
2Q23 Advertising: Digital Up, TV Down. Industry Solid And Positioned to Improve
Madison and Wall: Saturday Summary
Large Agency HoldCos Grew ~3% Organically in 2Q23
Warner Bros. Discovery, P7S1 and BCE Declines Illustrate State of TV Advertising in 2Q23
Delivering on Advertising: Uber, Just Eat and Other Retail-Adjacent Media Take Share of Ad Spend
Madison and Wall: Saturday Summary
More 2Q23 Ad Data: Meta's China-Driven Growth, Comcast, Havas, ITV, JC Decaux and More
Meta's Rapid Ad Growth Trends Suggest Faster-Than Expected Industry-Wide Expansion in 2023
Marketers + Media Owners (Alphabet, LVMH, Microsoft, Unilever, etc.) Generally Posting 2Q23 Growth
Agency Holding Companies: Client Concentration Analysis
Madison and Wall: Saturday Summary
The French Connection: Publicis Reports 2Q23 While Vivendi Moves On Viaplay
Netflix 2Q23 Results; Readthroughs For Advertising
Omnicom's 2Q23 Results: Growth Decelerates, Principal-Based Trading Leads
Nielsen's The Gauge June 2023 Data: More Streaming Implies Less Ad Reach
Advertising Growth in 2Q23: Positive Early Signs
Madison and Wall: Saturday Summary
John McCain's Dream, Media Industry's Nightmare
An Interview With NBCUniversal’s Krishan Bhatia
Madison and Wall: Saturday Summary
Ad Tech Headcount Growth Slows, But Too Much Focus on Efficiency Could Cede Opportunity
Meta's Threads: A Catalyst For Competition in Micro-Blogging?
Total Ad Spend Grows While TV Ad Revenue Declines, Illustrated By General Mills and Corus
Madison and Wall: Saturday Summary
Madison and Wall: Saturday Summary
Google's Ad Tech Business Faces More Pressure As EC Issues Statement of Objections
US Retail Sales Up 2.8% in May 2023, Related Ad Spend Likely Up More
US Agency Revenue Forecast And Industry Overview
Madison and Wall: Saturday Summary
Do Ad Budgets Correlate With Marketer Profit Margins? Not Really
Publishing: Is The Best Way To Make A Billion To Start With Two?
Madison and Wall: Saturday Summary
Agencies: Catching Up On Key Industry Financial Trends
Madison and Wall: Saturday Summary
Agencies and AI: Ongoing Investments in People Limit Risks From Technology
Agencies and Principal-Based Trading: New Omnicom Disclosures Help Industry Analysis
Media and Business Demographics
US Audio Ad Revenues Fell -5% in 1Q23; Growth Needs To Emerge Beyond Advertising
Madison and Wall: Saturday Summary
New Netflix Data: Implications For Subscriber and Ad-Free TV Consumption Trends
Emerging Ad Channels Driving Incremental Growth
Out-of-Home Advertising: Top 4 Grew 4.7% Organically in 1Q23, Ongoing Growth to Come
Madison and Wall: Saturday Summary
Chocolate Industry: A Brief Review of Current Business Trends
Ad Tech Beats Ad Platform Growth, Helped By Digital Media's Complexity
Global Ad Growth Was ~+3% During 1Q23 Despite Difficult Comparables
Top 100 Marketer CEO and CFO 1Q23 Commentary
Pay TV's $100 Billion Funding Source for an Ad-Free Streaming Future
Madison and Wall: Saturday Summary
DoubleVerify: Counter-Points and More Points
WGA Strike: Marketers Will Change Ad Strategies Regardless of Duration and Outcome
Madison and Wall: From The Archives, May 2023 Edition
Madison & Wall: Saturday Summary
Global Agencies Grew ~4% Organically in 1Q23
A Conversation with Roku’s Dan Robbins about the TV Upfronts
Google, Microsoft and Spotify Slow, But Still Grow Ad Businesses in 1Q23
Madison & Wall: Saturday Summary
TV Upfronts: How To Predict Price Changes
Agency Organic Growth Remains Strong in 1Q23
Level-Setting Ad-Supported Streaming Share (But Emphasizing Critical Advantage Of Incremental Reach)
Media Industry Concentration: Detailed List of Largest Sellers of Advertising
Agencies: Top 25 Privately-Held Agencies Decelerated from Double-Digit Growth in 2022 to 4% In 1Q23
Media Industry Concentration and How To Analyze It
Madison and Wall: From The Archives, April 2023 Edition
The Death of TV Advertising: A Brief History and Future Expectations
Streaming Content Cost Analysis: $1 Billion+ Per Percentage Point of US TV Consumption
Digital Advertising: “Year” of Efficiency or “Years” of Efficiency?
The Impact of Inflation On Advertising
Streaming Services: Can Everybody Win?
Economic Growth and Advertising: Downturn? What Downturn?
For Ad Tech, A Funny Thing Happened on the Way to The Recession
Salesforce, Focus and The Pursuit of Opportunities in AdTech and MarTech
Madison and Wall: From The Archives
CPG Trends From CAGNY For Ad Industry
Warner Bros. Discovery’s HBO Max vs. Viaplay
Agencies' Reversal of Fortune Explained
Scale and Growth in Advertising, Media and Technology
CPG and E-Commerce Trends Relevant to Marketers During 4Q22 (Part 2)
The Trade Desk 4Q22 Results: Critiquing Comments on Walled Gardens, Connected TV, Upfronts and More
CPG Advertising + DTC/E-Commerce Trends During 4Q22 (Part 1)
Disney and Fox Streaming And Advertising Trends During 4Q22
Madison and Wall: A Chinese Balloon And The National-Local Advertising Divide
Madison and Wall: Big Tech, Not So Big Ad Growth