Host Kate Scott-Dawkins is joined by Jeff Foster and Nidhi Shah to break down WPP’s newly released global advertising forecast across 60+ markets and every major media channel.

Discover why 2025 global ad revenue is now projected to grow 8.8% to $1.14 trillion, how AI is driving a shift toward “intelligence” advertising, and what the milestone of commerce surpassing TV ad spend means for brands worldwide.

We explore:

• The rise of proactive, AI-powered advertising and the $400B expanded search opportunity by 2026.
• Category shifts, including retail media’s slowing growth amid consolidation, and the emergence of financial services, travel, and gaming networks.
• Regional trends in North America, LATAM, EMEA, China, and India.
• Sector-specific insights for automotive, technology, and media entertainment.
• Key challenges — from concentrated consumer spending, to diminishing retail media returns, to the threat of “agentic shopping.”

Whether you’re a marketer, media buyer, or brand strategist, this episode delivers actionable intelligence to prepare for the evolving advertising landscape in 2025 and beyond.

See the forecast here: https://www.wppmedia.com/news/report-this-year-next-year-december-2025

Earnings season meets forecast crunch time | Kate Scott‑Dawkins, Jeff Foster, and Nidhi Shah break down the latest media and marketing shifts: European broadcasters in decline, OOH gains from travel rebound, Amazon’s surge in cloud and streaming ads, Tubi’s early AVOD profitability, and the mixed fortunes at Peacock, Paramount+, Warner Bros. Discovery, and Disney. From sports rights battles to identity‑based targeting and looming M&A moves, the team unpacks what’s driving TV and streaming ad revenues — and what brands and advertisers need to know now.

Listen for:
• Trends in linear TV vs. streaming ad revenue growth
• Why sports rights remain top-tier ad inventory
• AVOD’s profitability milestone and what’s next
• How consolidation could reshape the media buying landscape

00:00 – Introduction and forecast season overlaps
02:27 – European broadcaster earnings, consolidation moves, and OOH trends
09:35 – Amazon earnings: Cloud, advertising, Prime Video reach, and sports rights
15:03 – Fox earnings: Tubi’s growth, early profitability, and login strategy
18:52 – Comcast: Peacock’s subscriber trends, ad revenue, and M&A speculation
21:11 – Paramount/Skydance: Ad revenue decline, price hikes, and theatrical expansion
24:32 – Warner Bros. Discovery: Revenue and ad declines, streaming subs, strategic options
26:07 – Disney highlights and advertiser implications
27:30 – Forecast wrap‑up and upcoming focus areas

This week, Kate Scott-Dawkins, Nidhi Shah, and Jeff Foster discuss Netflix’s 17% growth and plans to expand its ad business, Spanish-language broadcasters facing declines, political ad trends, luxury sector resilience, and a flood of AI news — from OpenAI’s browser to Samsung’s AI TVs — plus Google’s cancer research breakthrough.

Chapters

00:00-Introduction
01:18-Netflix Q3 earnings and Brazilian tax impact
09:25-Legacy broadcasters and Spanish-language media declines
13:48-Political advertising trends and brand implications
17:42-Luxury sector resilience and market recovery
19:06-AI announcements from OpenAI, Samsung, and Google
28:23-Next week’s preview and closing remarks

Links:

• This Year Next Year MidYear Forecast 2025: https://www.wppmedia.com/news/tyny-midyear-2025

• How Google's Gemma model helped discover a new potential cancer therapy pathway: https://blog.google/technology/ai/google-gemma-ai-cancer-therapy-discovery/
• How Humans Decide research: https://www.wppmedia.com/news/how-humans-decide