From Macro to Micro: Decoding the Media Dollars

Media Intelligence

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.

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NEXT WEEK: We'll breakdown Google earnings, Super Bowl, earnings from DoorDash, Airbnb, and other CPGs.

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Discover GroupM's latest⁠This Year Next Year⁠Forecast 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 [email protected] for the full report.