From Tubi to tariffs: Disney, Fox and commerce media ad trends
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From Tubi to tariffs: Disney, Fox and commerce media ad trends
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This week, Kate Scott-Dawkins is joined by Jeff Foster, Nidhi Shah, and special guest Aisha Khan to break down the latest Q2 earnings reports from major media and commerce players.
They talk about Disney’s NFL-ESPN deal, Fox’s Tubi success, Warner Bros. Discovery’s struggles, and the booming growth of retail media.
Plus, they explore how tariffs are affecting businesses, AI’s growing role in advertising, and the blending of streaming and commerce.
00:00 - Introduction
01:38 - Disney’s NFL-ESPN Deal and Speculation on ESPN’s Future
04:36 - Fox’s Tubi Growth and Political Ad Revenue Highlights
07:27 - Warner Bros. Discovery’s Struggles with Streaming and Linear Declines
10:27 - Retail Media’s Explosive Growth: Mercado Libre, Shopify, and More
14:06 - Tariffs and Their Impact on Retailers and Consumers
16:14 - AI’s Role in Advertising and Commerce Trends
19:22 - Shopify’s Expansion and Success with Larger Clients
21:41 - Snap’s Underperformance and Digital Advertising Trends
22:12 - Closing Thoughts and Preview of Next Week’s Topics
Mid-Year Global Advertising Forecast Update: https://www.wppmedia.com/news/tyny-midyear-2025?utm_medium=podcast&utm_content=episode_72_description