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TitreDateDurée
Netflix Backs Out of Warner Bros Bid, WPP’s AI Pivot, and the Shift Toward Performance Marketing04 Mar 202600:21:21

Netflix has stepped away from its bid for Warner Bros, clearing the path for Ellison and raising questions about consolidation in streaming, valuation logic, and what this means for consumers and advertisers.

In this episode, Kelly and Sean revisit the streaming saga and discuss how further consolidation could affect subscription pricing, content availability, theatrical releases, and advertiser strategy.

They also examine WPP CEO Cindy Rose’s announcement that the company is “no longer a holdco,” introducing the multi-year Elevate 28 strategy. With a focus on AI integration, structural realignment, and outcomes-based models, the move signals a broader shift in how agency groups define value. But what does an outcomes-driven future mean for brand creativity, performance measurement, and platform power?

The conversation expands to The Trade Desk’s earnings reaction, the tension between revenue growth and market expectations, and what’s happening inside the DSP ecosystem.

Sean closes with a “data delight” examining the long-term shift from brand to performance marketing. The data shows performance spend rising significantly faster than digital alone—suggesting a deeper strategic shift in advertiser behavior.

Key topics include:

  • Netflix exiting the Warner Bros bidding process
  • Streaming consolidation and advertiser implications
  • WPP’s Elevate 28 strategy and AI-backed restructuring
  • Outcomes-based agency models and platform incentives
  • The Trade Desk earnings reaction and DSP competition
  • NBA expansion into Europe and streaming distribution
  • Brand vs. performance marketing data trends (2017–2025 shift)


 Chapters

00:00 Introduction and Headline Grab Bag
01:00 Netflix Withdraws from Warner Bros Bid
03:24 Streaming Consolidation and Consumer Impact
05:42 WPP’s Elevate 28 and Agency Restructuring
08:31 Outcomes-Based Models and Platform Incentives
12:07 The Trade Desk Earnings Reaction
14:29 NBA European Expansion and Streaming Strategy
17:17 Brand vs. Performance Marketing Data Trends
20:13 How to Access Guideline Data


For access to the data discussed in this episode or to learn more about Guideline’s market insights, contact press@guideline.ai.

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Ep 6: Why Podcast Advertising Is Growing Faster Than the Rest of Media25 Feb 202600:21:03

Podcasting isn’t just a format — it’s becoming a major force in advertising.

Digital audio has grown more than 2.5x faster than the overall media market since the pandemic, and podcasts now account for nearly 30% of digital audio ad revenue. Even more striking: 77% of incremental digital audio growth is coming specifically from podcasts.

In this episode of Media Monitor, Kelly and Sean unpack what’s driving that momentum.

They discuss:

• Why consumers listen to podcasts (and what that means for advertisers)
 • The surprising resistance to AI-generated podcasts
 • Why only 22% of listeners want AI influencing podcast content
 • How video podcasts are reshaping monetization
 • Why TV budgets are shifting into podcast advertising
 • Pharma’s growing presence in the space
 • Insurance brands quietly pulling back
 • The economics of podcast production vs traditional streaming content
 • How Netflix, FAST channels, and streamers are using podcasts as low-cost content engines
 • Whether podcasts are becoming the “reality TV” model of the next media cycle

They also explore how 400,000 new podcasts per quarter are entering the market — and why consumers are still tuning in.

If you work in media, advertising, audio, or streaming, this episode explains not just where podcasting is today — but why it may be one of the most resilient formats in the industry.


Chapters

00:00 Podcast rhythm and listener shoutouts
 01:00 Why people listen to podcasts (2025 research)
 05:00 Digital audio growth vs total media market
 08:30 AI in podcasts vs audiobooks vs music
 12:00 5 trillion hours of streamed audio annually
 14:00 Where podcast ad growth is coming from
 16:00 TV budgets shifting into podcasting
 18:30 Pharma’s expansion in podcast ads
 20:00 Insurance brands pulling back
 22:00 Video podcasts and CTV economics
 25:00 Romance novels and AI-generated audio
 27:30 The future of podcast monetization


If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Ep 5: What the January Jobs Report Reveals About Marketing and Agency Hiring18 Feb 202600:18:45

The January jobs report came in stronger than expected, with 130,000 jobs added — nearly double what economists predicted. But a closer look reveals that most of that growth came from healthcare, raising questions about what the numbers actually signal for other industries.

In this episode, Kelly and Sean dig into what the latest labor data means for advertising and marketing. They examine whether agency hiring is keeping pace with broader economic growth, explore correlations between ad spend and job postings, and discuss what forward booking data might reveal about where the industry is headed.

They also tackle the bigger question looming over the labor market: how much of today’s hiring slowdown is cyclical… and how much could be tied to AI? From job revisions and offshoring to creative automation and “AI DR” culture pushback, this episode connects economic data to real-world industry implications.

Key topics include:

Why the January jobs report surprised economists
 How healthcare skewed overall job growth
 Differences between Bureau of Labor Statistics and ADP payroll data
 What marketing job postings reveal about industry health
 The correlation between ad spend and hiring trends
 How forward booking data may predict labor shifts
 AI’s potential impact on creative and agency roles
 Whether we’re approaching an AI “takeoff” moment

Chapters:

00:00 Introduction and shared government roots
 02:30 January jobs report breakdown
 05:30 Why economists are skeptical of the numbers
 08:20 Marketing job postings and industry health
 12:15 Correlation between ad spend and hiring
 16:00 Forward booking data as a leading indicator
 19:40 AI, offshoring, and creative job disruption
 24:30 AI DR and cultural pushback
 27:45 Valentine’s Day + Super Bowl crossover

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Ep 4: Publicis Q4 Performance, Olympic Ad Growth, and the Super Bowl Attention Battle11 Feb 202600:23:16

Publicis closed out 2025 with strong fourth-quarter earnings, the Winter Olympics officially kicked off with unprecedented levels of coverage, and Super Bowl weekend arrived with a familiar twist: counterprogramming aimed at siphoning attention away from the halftime show. In this episode, Kelly and Sean switch up the format with a rapid-fire review of the biggest media headlines shaping the industry right now.

The conversation unpacks what Publicis’ results do—and don’t—say about the health of advertising overall, why Olympic ad revenue growth can’t be separated from the explosion in programming hours and distribution, and how alternative Super Bowl programming fits into a long history of attention battles. Along the way, they connect these stories back to broader themes around media fragmentation, monetization, and how advertisers navigate moments of peak cultural focus.

Key topics include:

Publicis’ Q4 earnings and what they signal for agency holding companies
 Why strong agency performance doesn’t always reflect industry-wide health
 How Olympic advertising revenue has grown alongside massive increases in programming
 The shift from limited broadcast coverage to thousands of hours of Olympic content
 Why comparing Olympic ad revenue across decades can be misleading
 The history of Super Bowl halftime counterprogramming
 How alternative programming competes for attention during major live events

Chapters:

00:00 Introduction to Media Monitor
 01:10 Media morsels and episode format overview
 02:40 Publicis Q4 earnings and industry implications
 10:30 Holding company growth vs margin pressure
 15:20 Winter Olympics advertising and content scale
 23:40 Expansion of Olympic coverage across streaming
 29:30 Super Bowl weekend and counterprogramming history
 36:10 Alternative halftime shows and audience attention
 41:30 Wrap-up and what to watch next week

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Ep 3: TikTok Uninstalls Are Rising and What It Means for Advertisers04 Feb 202600:17:56

TikTok saw a sharp increase in app uninstalls in late January, and that trend could have real implications for advertisers. In this episode, Kelly and Sean break down what’s driving the spike, how different age groups are responding, and why this matters for media budgets.

They revisit the last major period of TikTok uncertainty, when ad dollars were pulled and reallocated to other platforms, and compare it to what’s happening now. The conversation covers audience behavior shifts, advertiser risk tolerance, and where budgets are most likely to move if instability continues.

Key topics include:

  • The reported surge in TikTok uninstalls and why it’s happening
  • Differences in behavior between Gen Z and millennial users
  • What happened to ad budgets during the last TikTok scare
  • Why Reddit and Instagram benefited from past reallocations
  • How content moderation, privacy changes, and short-form video trends factor in.

Chapters:

00:00 Introduction to Media Monitor

01:42 Hosts Reconnect at Company Summit

02:30 TikTok's Uninstall Surge and Its Impact

04:19 Focus Groups on TikTok Usage

06:46 Historical Context of TikTok's Challenges

11:41 Advertisers' Response to TikTok Instability

15:15 Engagement and Closing Remarks


If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Ep 2: ChatGPT Ads Explained, What They Mean for Digital Advertising28 Jan 202600:31:41

Advertising often reveals where the economy is heading before the headlines do. 

In this episode of Media Monitor, we break down one of the biggest advertising developments in years: OpenAI officially testing ads inside ChatGPT.

We explore what this move means for advertisers, media companies, and brands trying to understand where digital budgets are shifting. Using real advertising data, we compare ChatGPT’s ad rollout to past platform launches and unpack realistic growth scenarios.

Topics covered include:

  • Why advertising data signals economic change early
  • How ChatGPT ads will work across free and low-cost tiers
  • Early pricing signals and CPM expectations
  • Lessons from TikTok’s explosive ad growth
  • What Meta’s ad maturity tells us about long-term potential
  • Why Hulu offers a cautionary first-mover comparison
  • How competition from Google, Gemini, and others could shape the market

Chapters:

00:00 Introduction to Media Monitor

00:43 Weekly Market Breakdown

02:19 OpenAI's Ad Announcement

03:23 Analyzing the Impact of Ads on ChatGPT

06:08 Scenario Analysis: TikTok's Explosive Growth

19:46 Scenario Analysis: Meta's Steady Growth

26:10 Scenario Analysis: Hulu's First Mover Advantage

30:44 Conclusion and Future Insights

If you work in advertising, media, or marketing, this episode offers a clear-eyed look at what ChatGPT ads could mean today and where the opportunity may land over the next several years.

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Ep 1: Why Svedka Is Betting on AI, Nostalgia, and a Super Bowl Ad21 Jan 202600:15:19

Why would a vodka brand spend close to $9 million on a Super Bowl ad at a time when alcohol sales are slowing and advertising budgets are under pressure?

In this episode, Kelly Sweeney and Sean Wright break down Svedka Vodka’s first-ever Super Bowl commercial and what it reveals about where advertising, culture, and brand strategy are heading.

The conversation looks at why Svedka is leaning into AI-assisted creative, early-2010s internet nostalgia, and influencer-driven activation—while many brands are pulling back. Sean also walks through the real math behind Super Bowl advertising, explaining what return on ad spend actually looks like at that scale and why brands often treat the Super Bowl as a cultural signal rather than a direct sales play.

This episode covers:

  • How AI is being used quietly inside major brand campaigns
  • Why nostalgia marketing has shifted from the 1990s to the mid-2000s
  • What a Super Bowl ad really costs—and what it takes to justify it
  • Why influencer culture is replacing traditional celebrity endorsements
  • How meme creation has become a modern success metric for advertising

They also discuss broader Super Bowl advertising trends, the decline of liquor ads, rising NFL unit rates, and why brands continue to place massive bets on the biggest stage in media—even when the numbers don’t pencil out cleanly.

If you’re interested in brand strategy, advertising economics, or how culture drives marketing decisions, this episode offers a clear, grounded look at what’s actually happening behind the scenes.

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Podcast Theme Music Track22 Dec 202500:02:37

This music Track will be officialy used by Media Monitor for all his content.

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Ep 8: Out-of-Home Advertising Trends: Why the U.S. Lags Global Markets11 Mar 202600:16:32

Kelly and Sean examine global trends in out-of-home advertising, why the U.S. market trails international growth, and which industries are driving recent spending increases.


Kelly and Sean begin the episode with a light conversation about long-running broadcast partnerships after a Western Australia news anchor duo set a Guinness World Record for more than 40 years and 10,000 broadcasts together.

The discussion then shifts to the topic of out-of-home advertising and why the format continues to generate mixed reactions among U.S. marketers despite strong growth in many international markets.

Using Guideline data, Sean explains how the U.S. market compares globally and why the share of out-of-home spending is significantly lower than in countries such as China and the United Kingdom. While the U.S. represents roughly 70% of total advertising spend in Guideline’s dataset, it accounts for only about 40% of out-of-home spending—suggesting the channel is more mature and widely adopted internationally.

Kelly and Sean also explore structural reasons behind the difference, including geography, population density, transportation habits, and the pace of digital billboard adoption.

Although out-of-home represents a smaller portion of the U.S. media mix, the format is still projected to grow in the coming year. The growth is being driven primarily by digital placements and by industries that benefit from location-based targeting.

Key topics include:

  • The role of out-of-home advertising in the global media mix
  • Why the U.S. market trails other regions in adoption
  • Geographic and infrastructure factors affecting reach
  • The importance of digital out-of-home inventory growth
  • Industries currently increasing investment in the channel
  • How localized advertising strategies influence spending

Sean also highlights emerging spend patterns from industries such as insurance and legal sports betting, which increasingly rely on geographic targeting and regulatory considerations when placing out-of-home campaigns.


If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Ep 9: Programmatic Advertising Benchmarks: DSP Trends, CTV Growth, and What’s Changing in 202618 Mar 202600:17:30

Kelly and Sean break down Guideline’s new quarterly programmatic benchmark report, explain how DSPs fit into the media buying ecosystem, and share the latest trends in programmatic, CTV, and streaming.

Programmatic advertising plays a growing role in digital media buying, but it is still one of the more misunderstood parts of the industry. In this episode, Kelly and Sean use Guideline’s newly announced quarterly programmatic benchmark report as a starting point for a practical discussion on what programmatic actually is, how DSPs work, and what the latest benchmark data suggests about the market.

They begin by defining programmatic at a high level: automated buying and selling of digital media, often built around audience targeting, pricing efficiency, and near real-time optimization. From there, Sean explains why this episode focuses specifically on DSPs, or demand-side platforms, which are the tools buyers use to purchase programmatic inventory.

The conversation then turns to the benchmark findings. Sean shares that programmatic saw very strong growth through 2024, though the pace slowed through 2025 as the market matured and economic pressure weighed on ad spend. They discuss how much of that activity is tied to streaming and connected TV, and why the growth pattern looks different now that most large streaming platforms already offer ad-supported products.

They also look at category-level movement, with telecom, insurance, and quick-service restaurants increasing programmatic spend, while categories such as alcohol, toys, and games have pulled back. Kelly and Sean then walk through the current split between programmatic and direct buying, why programmatic has remained near 30% of market activity, and why Sean expects that share to move higher in 2026.

The episode closes with a closer look at buying methods inside the programmatic ecosystem, including private marketplaces, programmatic guaranteed, and the open marketplace, along with a request for listener feedback on where the programmatic series should go next.


Key topics include:

  • What programmatic advertising means in practice
  • How DSPs function in digital media buying
  • Why Guideline launched a quarterly programmatic benchmark report
  • Growth trends in programmatic across 2024 and 2025
  • The link between programmatic growth and streaming / CTV
  • Which advertiser categories are increasing or reducing spend
  • The current split between programmatic and direct buying
  • Private marketplaces, programmatic guaranteed, and open marketplace buying


Chapters

00:00 Spotify reviews and why the episode topic matters
00:50 Guideline’s new programmatic benchmark report
02:22 What programmatic advertising means
03:48 DSPs and how programmatic buying works
06:01 Global programmatic growth trends
08:40 Categories gaining and losing spend
11:05 Programmatic vs direct buying share
12:28 Sean’s 2026 outlook
13:07 Private marketplaces, guaranteed deals, and open marketplace
16:13 Invitation for listener feedback on the series


If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Ep 10: TV vs Streaming in 2025: Cord Cutting, Live Sports Growth, and What’s Next for 202625 Mar 202600:20:23

Six years after COVID reshaped media consumption, the TV industry is still adjusting to the changes that followed. In this episode, Kelly and Sean walk through how the balance between linear TV and streaming flipped, what has happened since, and what the data suggests for the year ahead.


They start by revisiting the inflection point during COVID, when streaming usage overtook cable for the first time. Since then, the gap has widened significantly, with most households now relying on streaming while traditional TV continues to decline.


The conversation then moves into how that shift has impacted content investment. Sean highlights how cable networks briefly increased spending on new shows during the early COVID period, before pulling back and relying more heavily on repeat programming. This change in content strategy has played a role in how audiences engage with TV today.


A major focus of the episode is live sports. As other types of programming decline, live sports have become a much larger share of linear TV revenue, now representing a significant portion of the ecosystem. Kelly and Sean discuss why sports remain one of the few formats that consistently bring viewers back to traditional TV.


They also examine advertiser behavior, including which categories are still investing in linear TV and which have reduced their spend. Restaurants, financial services, and certain retail-driven campaigns continue to rely on TV’s reach, while categories like pharmaceuticals are starting to pull back after years of heavy investment.


On the streaming side, the discussion turns to a less obvious trend: while streaming continues to grow, not all dollars leaving TV are being reinvested there. Sean explains how only a portion of linear TV spend is shifting into streaming, contributing to slower growth and signs of stabilization.
The episode closes with a look ahead to 2026, focusing on rising subscription costs, shifting consumer behavior, and the growing complexity of managing multiple streaming services. Kelly shares a practical example of how consumers are beginning to cycle through subscriptions rather than maintaining them year-round.


Key topics include:

  • How COVID accelerated the shift from TV to streaming
  • The current split between cable and streaming households
  • Changes in content investment and reliance on repeat programming
  • Why live sports are becoming central to linear TV
  • Which advertiser categories are still investing in TV
  • Why some categories are pulling back
  • The relationship between TV ad spend and streaming growth
  • Subscription pricing trends and consumer behavior
  • Predictions for TV and streaming in 2026


Chapters
00:00 Six years after COVID and the shift in TV
00:56 Why TV is the focus this week
02:01 How streaming overtook cable
04:17 Changes in TV content investment
06:42 The growing role of live sports
08:59 Which advertisers still use TV
11:09 Categories reducing TV spend
12:37 Streaming growth and reinvestment gap
14:37 Predictions for 2026
16:58 Subscription fatigue and changing behavior
19:22 Final thoughts and wrap-up

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Meta & YouTube Lawsuit: Will Social Media Finally Face Consequences?08 Apr 202600:13:50

A recent jury verdict against Meta and Google has reignited a long-running debate: are social media platforms simply hosting content, or are they designed in ways that can cause harm?

In this episode, Kelly and Sean break down the case, the broader legal context, and what it could mean for the advertising industry.

The ruling found that platform design—features like endless scroll and autoplay—played a role in addictive behavior and worsening mental health for a young user. It’s part of a growing wave of over 2,000 similar cases targeting how these platforms operate, not just the content they host.

But here’s the key question: will anything actually change?

Looking back over the past decade, both Meta and YouTube have faced repeated controversies—from data privacy issues to concerns about youth safety. Despite this, advertising spend has continued to grow. Sean shares data showing that across dozens of major scandals, platform revenue and ad spend not only held steady—they increased.

So why does advertising remain resilient?

The answer comes down to scale, targeting, and efficiency. These platforms still offer unmatched reach and performance, making them difficult for advertisers to replace.

That said, this moment may still be different. The volume of legal cases, combined with growing public scrutiny, suggests potential pressure ahead. Kelly and Sean outline two key indicators to watch:

  • Monthly active users – Are audiences starting to pull back?
  • Ad pricing (CPMs) – Are costs rising due to shifting demand or platform changes?

They also touch on how evolving AI-driven ad tools may impact pricing and performance, adding another layer to watch.

The episode closes with a simple takeaway: history suggests stability—but the scale of what’s happening now makes this worth monitoring closely.


Key Topics:

  • The Meta & YouTube lawsuit explained
  • Why this case focuses on platform design, not content
  • The rise of addiction-related social media lawsuits
  • What history tells us about scandals and ad spend
  • Why advertisers continue to invest despite controversies
  • The role of reach, targeting, and efficiency in platform dominance
  • The “tobacco moment” comparison
  • Two key indicators to watch: users and pricing
  • How AI tools may impact ad costs and performance
  • What could actually trigger change in the industry


Chapters:

00:00 Intro & spring break check-in
00:46 Meta & YouTube lawsuit overview
01:36 Platform design and addiction claims
03:00 Scale of legal cases and context
03:49 History of scandals in social media
06:28 What the data shows (no change in ad spend)
07:38 Why this moment feels different
08:38 Advertiser behavior explained
10:22 What to watch: users and CPMs
12:27 Final takeaways
13:08 Closing thoughts


If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Ep 11: How Oil, LNG, and Unemployment Impact Ad Spend (What to Watch in 2026)01 Apr 202600:21:07

Economic headlines are everywhere—but how do they actually impact advertising?

In this episode, Kelly and Sean unpack three key indicators—oil prices, liquid natural gas (LNG), and unemployment—and explain how each one connects to ad spend, media planning, and category performance.

They start with oil, often treated as a leading economic signal. While rising oil prices affect everything from transportation to manufacturing, the impact on advertising isn’t immediate. Sean explains why ad spend typically lags behind economic shifts, sometimes by several months, due to the long cycle of campaign planning and execution.

From there, the discussion moves into which industries are most sensitive to oil-related changes. Travel, restaurants, personal care, and automotive brands tend to react faster than others, making them useful signals when tracking broader market shifts.

The conversation then shifts to LNG, which is closely tied to oil production but behaves differently in terms of global supply and pricing. While LNG volatility can influence certain sectors, its impact on advertising tends to be more indirect and limited to specific categories like insurance, restaurants, and alcohol.

Finally, Kelly and Sean focus on unemployment—highlighting it as the most important metric to watch. Unlike oil or gas, unemployment reflects broader economic health and has a much stronger and more immediate relationship with advertising budgets. Even small increases can trigger meaningful changes across multiple industries.

They close by discussing what to expect in the coming months, including how major events like the World Cup may temporarily mask underlying trends in ad spend.


Key Topics

  • Why oil prices don’t immediately impact advertising
  • The lag effect between economic shifts and ad spend
  • Which industries react fastest to rising costs
  • How LNG differs from oil in economic influence
  • The connection between unemployment and advertising budgets
  • Why unemployment is a stronger predictor than oil or gas
  • Categories most sensitive to economic pressure
  • How major events can distort short-term data trends
  • What to expect in advertising through 2026


Chapters

00:00 Intro and NYC client presentations
01:14 Why economic indicators matter for advertising
03:03 Oil prices and advertising lag explained
06:40 Industries most affected by oil changes
10:04 Oil price thresholds and impact scenarios
11:21 LNG explained and its role in the economy
14:08 LNG-sensitive industries
16:03 Why unemployment matters most
17:52 Categories affected by rising unemployment
19:23 Outlook for Q2–Q3 and World Cup impact
20:18 Final takeaways


If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Media Headlines Breakdown: OpenAI Lawsuit, iHeart & SiriusXM, Social Media Bans, and Amsterdam Ads06 May 202600:20:47

In this episode, Kelly and Sean step back from deep dives and return to a broader format—reviewing several major headlines shaping the media and advertising landscape right now.


They begin with the ongoing legal dispute involving OpenAI, exploring how the lawsuit connects to broader questions about business strategy, monetization, and rising competition in the AI space. The conversation highlights a shift from early expectations to a more competitive and financially driven environment.


From there, the discussion moves into audio, with reported talks between SiriusXM and iHeartMedia. Kelly and Sean examine what a potential merger could mean for the future of radio, podcasting, and the growing role of digital audio platforms.
The episode also revisits Australia’s social media restrictions nearly a year after implementation. While the policy aimed to limit youth access, early data suggests limited impact on advertising performance, raising questions about how effective these measures are in practice.


Finally, they touch on Amsterdam’s proposed restrictions on certain types of advertising in public spaces. This opens a broader conversation about how regulation may begin influencing not just where ads appear, but what can be promoted at all.


Throughout the episode, the focus remains on translating headlines into practical insights—what’s happening, why it matters, and what to watch next.

Key Topics Covered
OpenAI lawsuit and evolving AI business dynamics
Early signals from OpenAI advertising activity
SiriusXM and iHeartMedia merger discussions
Podcasting’s growing role in audio strategy
Australia’s social media restrictions after one year
Why ad spend hasn’t shifted as expected
Amsterdam’s restrictions on certain ad categories
How regulation could shape future advertising models

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Sports Advertising Trends 2026: Streaming Growth, NFL, NBA, and Olympics Insights29 Apr 202600:21:14

 

Kelly and Sean break down how advertising is evolving across major sports—from the Olympics to the NFL and NBA—and why streaming continues to reshape how brands reach audiences. 

 

In this episode, Kelly and Sean take a closer look at how advertising is shifting across the sports landscape in early 2026, using recent data and real-world examples to unpack what’s changing and why. 

They begin with a lighter moment on sports viewing habits before moving into a structured breakdown of major events and leagues, including the Olympics, NFL, NBA, and NHL. From there, the conversation focuses on one consistent theme: streaming is expanding quickly, while traditional TV remains steady but slower-growing. 

The Olympics serve as a strong example, with streaming now accounting for a significantly larger share of ad revenue compared to prior years. At the same time, linear TV still plays a meaningful role, showing that audience behavior is evolving rather than fully shifting. 

Kelly and Sean also discuss how advertisers are adapting their buying strategies. One standout approach is multi-sport programmatic buying, where brands target audiences across a range of sports content instead of focusing on a single league. This method offers flexibility and efficiency while still capturing engaged viewers. 

The episode closes with a look at which industries are increasing investment in sports—such as tech and pharma—and which are showing more caution, along with a brief outlook on what upcoming global events may mean for the market.  

Key Topics Covered 

  •  How sports remains one of the strongest areas for live viewing 
  •  Growth in streaming vs traditional TV across major events 
  •  Olympics advertising trends and shifting viewer behavior 
  •  NFL, NBA, and NHL ad performance insights 
  •  The rise of multi-sport programmatic buying 
  •  Why streaming bundles are becoming more common 
  •  Category trends: tech, pharma, retail, and auto 
  •  What to expect heading into the World Cup

  

 Want deeper insights into sports and advertising trends? Reach out at press@guideline.ai

 to learn more. 



If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Programmatic Advertising Part 2: SSP Trends, CTV Growth, and What Q1 Data Shows22 Apr 202600:19:00

In part two of their programmatic advertising series, Kelly and Sean shift from the demand side to the supply side, breaking down what SSPs are, how they function, and what the latest Q1 data says about where programmatic is heading.

They begin with a practical explanation of the supply-side platform: the technology publishers use to make ad inventory available to buyers in the programmatic marketplace. If DSPs help advertisers buy, SSPs help publishers sell. From there, the conversation moves into one of the more striking shifts in the market — the growing role of programmatic in connected TV.

Sean explains how streaming inventory has moved away from direct sales and toward a more automated buying model. Just a few years ago, only a minority of CTV dollars flowed programmatically. Today, many platforms are approaching a much more balanced split, and some are already heavily programmatic.

Kelly and Sean then zoom out to the broader Q1 picture. They discuss how programmatic growth has moderated from the very high levels seen a year ago, why that slowdown makes sense, and what factors are contributing to it — from market maturity to slower expansion in ad-supported streaming inventory.

The episode also touches on category-level changes, with pharmaceuticals standing out as a notable growth area, and closes with a look at the biggest DSP players globally, including DV360, Trade Desk, and Amazon.


Key topics include:

  • What an SSP is and how it works
  • The relationship between DSPs and SSPs
  • Why CTV inventory is shifting toward programmatic
  • The move from direct buying to automated buying in streaming
  • What Q1 data says about global programmatic growth
  • Why programmatic growth has slowed from prior highs
  • Category-level changes, including pharma growth
  • Market share shifts among major DSPs
  • What to watch for in the rest of the year


Chapters

00:00 Intro and spring break recap
01:25 Why this is part two of the programmatic series
01:55 What an SSP is
04:32 Supply-side trends in programmatic
06:13 Why CTV is moving toward programmatic
08:56 Platform-level shift in streaming inventory
12:06 Q1 programmatic growth trends
14:19 Category changes in Q1
15:11 Major DSP market share shifts
16:16 Outlook for the rest of the year
17:49 Closing thoughts and what’s next

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Retail Media Networks Explained: Why Amazon, Walmart & Uber Are Winning Ad Dollars15 Apr 202600:21:09

Retail media networks have quietly become one of the most important forces in advertising.

In this episode, Kelly and Sean break down what retail media actually is, why it’s growing, and where it may be heading next.

At its core, a retail media network allows retailers to sell advertising using their own customer data—whether that’s on their website, app, or even in-store screens. Companies like Amazon, Walmart, and Target are leading the way, using shopper behavior to deliver highly targeted ads.

But the real story is in the growth.

Retail media accounted for roughly 15% of total U.S. media growth last year, making it one of the most impactful drivers in the industry.

So why is it working?

Two major factors:

  • High purchase intent – Ads reach consumers already in buying mode
  • Closed-loop measurement – Platforms can directly connect ad exposure to purchases

From an advertiser perspective, that combination is hard to ignore.

The episode also explores how the space is evolving:


Key trends shaping retail media

  • Amazon continues to dominate, driving about 40% of retail media ad revenue
  • Traditional retailers like Walmart, Kroger, and Target remain strong
  • New entrants—like Uber, Instacart, and airlines—are entering the space
  • Over 50 large-scale retail media networks now exist in the U.S.

At the same time, signs of maturity are starting to appear:

  • Fewer new network launches in 2026
  • Slowing user growth as adoption approaches saturation
  • Increased competition for the same audiences

So where does growth come from next?

Sean outlines three emerging directions:

  1. Offsite advertising – Using retail data to sell ads beyond owned platforms
  2. Audience matching & data partnerships – Expanding targeting capabilities
  3. Continued expansion from existing players – Rather than new entrants

The takeaway: retail media isn’t slowing—but it is changing.


Key Topics

  • What retail media networks are (simple explanation)
  • Why brands are shifting budgets into retail media
  • Amazon’s dominance and growth outlook
  • The rise of Walmart, Kroger, and big-box players
  • New entrants like Uber, Instacart, and airlines
  • Why closed-loop attribution is driving adoption
  • The rapid growth in retail media networks (50+ in the U.S.)
  • Signs of market maturity and saturation
  • What’s changing in 2026
  • Future growth drivers: offsite, data partnerships, audience targeting


Chapters

00:00 Intro & Trader Joe’s story
03:10 What is a retail media network?
05:38 Why retail media is growing
08:01 Key advantages: targeting + attribution
09:49 Major players (Amazon, Walmart, grocery)
11:18 Growth of new entrants (Uber, Instacart, airlines)
12:22 Market saturation & slowing expansion
13:37 User growth limits
14:46 Future growth strategies
19:04 Key takeaways
19:29 Closing thoughts

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Auto Advertising Slows While Pharma Faces a Major Shift12 May 202600:21:04

This week, Kelly and Sean take a category-focused approach, diving into two major sectors shaping the advertising market: automotive and pharmaceutical advertising.


The episode begins with a conversation around Sean’s recent car purchase, which quickly opens into a broader discussion about the state of the auto industry. They examine how automotive advertising—historically one of the largest categories in media—is now facing slower growth, changing consumer priorities, rising vehicle costs, and uncertainty around electric vehicle adoption.


The discussion highlights:

  • Why automotive ad spend is dropping below historic benchmarks
  • The evolving role of EV advertising
  • Why affordability may matter more than technology upgrades
  • How companies like Slate Auto and BYD could reshape consumer demand
  • Why legacy automakers are reducing spend
  • Kelly and Sean then shift into pharmaceutical advertising, a category that remains heavily concentrated in the United States. They discuss the unique nature of direct-to-consumer pharma ads, the rise of GLP-1 marketing, and the major patent expirations expected to reshape spending patterns across the category.

Additional topics include:

  • Why TV pharma spending is declining
  • The growth of digital pharma campaigns
  • The impact of blockbuster GLP-1 drugs
  • What “patent cliffs” mean for advertising budgets
  • Emerging wellness and alternative health advertising trends
  • The episode closes with reflections on consumer behavior, category evolution, and what these shifts could mean for advertisers moving into 2027.


Key Topics Covered

  • Automotive advertising trends in 2026
  • Why auto ad spend is declining globally
  • Electric vehicle adoption and marketing challenges
  • BYD and Slate Auto disruption potential
  • Pharma advertising trends in the US
  • GLP-1 advertising growth
  • Patent expirations and pharma spend pressure
  • Digital vs traditional pharma advertising
  • Emerging wellness advertising trends


If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Upfronts, Streaming & Why TV Advertising Is Starting to Look Like Cable Again20 May 202600:16:59

What are the TV Upfronts, and why do they still matter in the streaming era?

In this episode, Kelly and Sean break down how television advertising, streaming platforms, and digital media buying continue to evolve in 2026. From traditional TV Upfronts to modern NewFronts, they explain why streaming services are increasingly adopting strategies that resemble the cable television model many thought had disappeared.

The conversation covers the economics behind streaming advertising, why advertisers still reserve inventory months in advance, how connected TV (CTV) changed media buying, and why consumers may now be paying for “cable with extra steps.”

Kelly and Sean also discuss:

  •  The difference between Upfronts and NewFronts 
  •  Why streaming platforms are leaning harder into advertising 
  •  How ad-supported subscriptions are reshaping viewer behavior 
  •  The growth of connected TV (CTV) advertising 
  •  Why programmatic and digital media buying continue to evolve 
  •  The changing economics of streaming platforms 
  •  Why consumers are returning to ad-supported viewing options 
  •  The future of television advertising and media strategy 

If you work in advertising, media, streaming, digital strategy, or marketing analytics, this episode offers a practical breakdown of where the industry is heading next.

Key Topics Covered
  •  TV Upfronts explained 
  •  How streaming advertising works 
  •  Connected TV (CTV) growth 
  •  Why streaming is starting to resemble cable 
  •  Programmatic TV advertising 
  •  Ad-supported subscription models 
  •  Digital media buying trends 
  •  Streaming platform economics 
  •  Consumer viewing behavior 
  •  The future of television advertising 

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Why Publicis Bought LiveRamp — Identity Data, AI & the Future of Advertising27 May 202600:21:31

Publicis just made one of the biggest advertising acquisitions in years — purchasing identity platform LiveRamp in a $2.54 billion all-cash deal.


But this story is much bigger than a merger announcement.
In this episode, Kelly and Sean break down why identity data has become one of the most valuable assets in modern advertising, how the industry evolved after the decline of third-party cookies, and why AI-powered marketing increasingly depends on high-quality consumer data.


The conversation explores:
Why LiveRamp became strategically valuable
How identity graphs actually work
The shift away from traditional cookie tracking
Why advertisers are obsessed with audience targeting
The growing tension between personalization and privacy
How AI is reshaping advertising infrastructure
Why Publicis sees this as a long-term power play
The future of audience targeting, retail media, and ad tech
Kelly and Sean also debate the consumer side of the equation:
Is personalized advertising genuinely helpful… or increasingly invasive?


If you work in advertising, media, marketing, analytics, retail media, ad tech, or AI strategy, this episode offers one of the clearest explanations yet of where the industry is heading next.

Key Topics Covered

  • Publicis acquisition of LiveRamp
  • Identity graphs explained
  • The future of digital advertising
  • Life after third-party cookies
  • AI and advertising data
  • Consumer identity targeting
  • Retail media growth
  • Personalized advertising
  • Privacy vs personalization
  • Data collaboration platforms
  • Advanced audience targeting
  • Programmatic advertising trends
  • The future of ad tech
  • Customer identity infrastructure


If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


NFL Advertising Hits Record Highs: What’s Driving Nearly $6 Billion in Revenue?03 Jun 202600:27:00

The NFL continues to dominate live sports advertising.

In this episode, Kelly and Sean break down Guideline’s latest NFL Advertising Report, examining the trends, categories, teams, and schedule changes shaping one of the most valuable advertising properties in the world.

The NFL generated nearly $6 billion in advertising revenue last season, marking another record year of growth. Kelly and Sean discuss what is fueling that growth, how playoff matchups impact revenue, why certain teams consistently attract advertiser dollars, and what the league's newest scheduling changes could mean for advertisers in the upcoming season.

The conversation also explores:

  • Why NFL advertising continues to outperform expectations
  • How playoff games drive major revenue increases
  • The impact of streaming, Netflix, and special-event games
  • Why the Dallas Cowboys remain an advertising powerhouse
  • How celebrity culture influences sports viewership
  • The surprising category spending trends shaping the NFL
  • Why financial services became the NFL’s biggest advertiser category
  • What international expansion means for league revenue
  • New schedule changes and their advertising implications
  • Predictions for the upcoming NFL season

Whether you're an advertiser, marketer, media planner, sports executive, or simply interested in the business behind professional sports, this episode provides a data-backed look at how the NFL continues to drive massive audience attention and advertising investment.

Key Topics Covered
  • NFL advertising revenue
  • NFL media economics
  • Sports advertising trends
  • NFL playoffs advertising
  • Super Bowl advertising
  • Financial services advertising
  • Auto advertising trends
  • Sports media strategy
  • NFL international expansion
  • Streaming and NFL viewership
  • Sports sponsorship trends
  • Live sports advertising
  • NFL schedule changes
  • Sports media planning

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


AI, IPOs & Advertising: What Happens When AI Giants Go Public?10 Jun 202600:27:20

AI continues to dominate headlines—but is the advertising industry becoming more cautious?

In this episode of Media Monitor, Kelly and Sean examine a series of major developments shaping the future of artificial intelligence and advertising. From Anthropic’s IPO plans and OpenAI’s advertising strategy to the surprising shift in AI conversations at Cannes Lions, the discussion explores how the industry’s perspective on AI may be evolving.

The conversation covers:

  • Anthropic’s reported IPO ambitions and trillion-dollar valuation discussions
  • xAI, OpenAI, and the growing competition among AI leaders
  • What public markets may expect from AI companies
  • Why advertising revenue is becoming increasingly important
  • OpenAI’s early advertising performance
  • The challenges of monetizing generative AI platforms
  • How AI conversations have changed at Cannes Lions
  • Why AI panel discussions have declined compared to last year
  • The growing debate around human creativity versus AI-generated content
  • The Pope’s recent comments on artificial intelligence
  • Business leader enthusiasm versus employee concerns about AI adoption
  • The emerging challenge of “AI slop” in the workplace
  • Predictions for AI advertising over the next several years

As AI companies move toward public markets and face increasing pressure to generate revenue, advertisers, agencies, and marketers will need to understand how these platforms evolve—and what role advertising will play in their future.

Key Topics Covered
  • Artificial intelligence
  • AI advertising
  • OpenAI advertising strategy
  • Anthropic IPO
  • xAI valuation
  • AI monetization
  • Cannes Lions 2026
  • Generative AI
  • AI adoption
  • Advertising technology
  • Marketing innovation
  • Workplace AI trends
  • AI business models
  • AI search advertising
  • Future of advertising

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


How The New York Times Is Winning in Advertising (While Everyone Else Struggles)17 Jun 202600:14:56

Most media companies are fighting declining advertising revenue.

The New York Times is moving in the opposite direction.

In this episode of Media Monitor, Kelly and Sean launch a new deep-dive series by examining one of the most successful media businesses today. Using Guideline's advertising intelligence alongside The New York Times' public financial reporting, they break down where the company's advertising growth is really coming from—and why it continues to outperform much of the industry.

Topics include:

  • Why New York Times advertising revenue grew 29%
  • The role of direct advertising versus programmatic
  • How podcast advertising has become a meaningful revenue driver
  • Why sports content continues to outperform expectations
  • What The Athletic acquisition is contributing
  • The surprising return of print advertising
  • Why subscriptions and advertising work together
  • Lessons publishers and marketers can apply to their own businesses

Whether you're a marketer, publisher, agency leader, or media executive, this episode offers a practical look inside one of the industry's strongest advertising businesses.

Key Takeaways
  • New York Times advertising revenue trends
  • Podcast sponsorship growth
  • Sports media monetization
  • Print advertising performance
  • Direct advertising strategy
  • Subscription business expansion
  • Publisher revenue diversification
  • Media business strategy

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


NBA Finals, Fox + Roku & World Cup Ads: The Biggest Media Stories This Week24 Jun 202600:20:44

Sports, streaming, and advertising continue to reshape the media landscape—and this week delivered plenty to discuss.


In this episode of Media Monitor, Kelly and Sean introduce a new weekly headlines segment before diving into Guideline's early advertising data from the NBA Finals and FIFA World Cup.


They discuss what the Fox and Roku partnership means for connected TV, why Tubi has become one of streaming's biggest success stories, and how advertisers are following audiences across broadcast and streaming platforms.


The conversation also covers Meta's latest AI copyright lawsuit and why it could have broader implications for generative AI companies.


Later, they examine why this year's NBA Finals generated dramatically higher advertising revenue than previous seasons and what early World Cup pricing suggests about the future of premium live sports.


In this episode:

  • Fox's acquisition of Roku and what it means for streaming
  • Why Tubi continues to outperform expectations
  • Meta's AI copyright lawsuit and its potential impact
  • NBA Finals advertising revenue reaches new highs
  • Why streaming is becoming central to sports broadcasting
  • Early World Cup advertising trends and pricing
  • The growing value of premium live sports for advertisers
  • What marketers should watch over the coming months


Whether you work in advertising, media, marketing, or simply enjoy understanding how major media businesses operate, this episode provides practical insights into one of the busiest weeks in the industry.

What You'll Learn
✔ Why Fox's Roku deal matters beyond streaming
✔ How Tubi became one of FAST television's biggest success stories
✔ Why advertisers spent dramatically more during the NBA Finals
✔ How streaming is changing sports broadcasting
✔ What early World Cup advertising trends reveal
✔ Why Meta's AI lawsuit deserves attention
✔ Where premium advertising inventory is heading


Articles referenced in the episode:

https://www.404media.co/judge-rules-blacked-com-can-sue-meta-for-scraping-its-porn/

https://digiday.com/future-of-tv/future-of-tv-briefing-fox-finds-its-programmatic-identify-in-roku/

https://www.adweek.com/convergent-tv/the-3-biggest-questions-from-fox-and-rokus-22-billion-deal/



If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Why Meta Wants Prediction Markets | The $50M Advertising Opportunity Nobody Saw Coming01 Jul 202600:21:05

Prediction markets are rapidly moving from niche platforms into the mainstream—and advertisers are following.


In this episode of Media Monitor, Kelly Sweeney and Sean Wright examine why companies like Meta are investing in prediction market technology, what the rise of platforms like Polymarket and Kalshi signals for the future, and how sports betting has quietly become one of advertising's fastest-growing categories.


Using Guideline's advertising intelligence, they reveal how brands are spending over $50 million annually advertising on betting platforms, why alcohol, telecom, and quick-service restaurants are dramatically increasing investment, and what this shift means for marketers planning future campaigns.


The discussion also covers Meta's new prediction market initiative, OpenAI's reported IPO delay, AI advertising trends, and why advertisers are increasingly treating prediction markets as brand-safe environments.
If you work in advertising, media, marketing, streaming, or digital strategy, this episode offers practical insights into one of the industry's fastest-changing sectors.

In this episode

  • Why Meta is entering prediction markets
  • The rise of Polymarket and Kalshi
  • How prediction markets differ from traditional sports betting
  • Why advertisers spent more than $50 million on betting platforms
  • Which industries are investing the fastest
  • What Guideline's advertising data reveals
  • OpenAI's reported IPO delay and AI advertising trends
  • Why prediction markets are becoming more attractive to brands


Articles referenced in this episode:

https://www.nytimes.com/2026/06/25/technology/openai-ipo-artificial-intelligence.html

https://www.nytimes.com/2026/06/23/technology/meta-prediction-markets-app.html


If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Why Brands Pay Millions for World Cup Sponsorships | The Hidden Value of Sports MarketingWhy Brands Pay Millions for World Cup Sponsorships | The Hidden Value of Sports Marketing08 Jul 202600:23:01

Why are brands willing to spend millions sponsoring global sporting events?

In this episode of Media Monitor, Kelly Sweeney and Sean Wright examine the economics behind sports sponsorships during the FIFA Club World Cup and explain why sponsorship continues to outperform many traditional brand marketing investments.

They discuss why companies are paying premium prices for World Cup advertising, how sponsorship drives brand awareness in an increasingly crowded media environment, and why marketers continue shifting budgets toward high-profile live events.

The conversation also covers:

  •  Why Ford and IBM are hiring employees back after aggressive AI workforce reductions 
  •  Meta's expansion into cloud computing 
  •  The surprising history of Hidden Valley Ranch and why the World Cup could introduce ranch dressing to millions of international consumers 
  •  Why sponsorship spending continues to grow while traditional brand budgets become more constrained 
  •  How brands measure sponsorship success beyond immediate sales 

Whether you work in advertising, media buying, sponsorship, or brand strategy, this episode offers valuable perspective on where marketing investment is heading.

In this episode:

  •  Why sponsorship spending is accelerating 
  •  The economics behind World Cup advertising 
  •  Ford and IBM rethink AI workforce reductions 
  •  Meta's newest AI business strategy 
  •  Hidden Valley Ranch's unexpected marketing opportunity 
  •  Brand awareness versus performance marketing 
  •  Why marketers continue investing in major sporting events


Articles Refrenced in this episode:
https://www.cnbc.com/2026/07/01/employers-who-laid-off-workers-for-ai-are-reversing-their-decisions.html


https://rb.gy/l4kuog

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


What Advertisers Should Buy Now—and What Can Wait in Q429 Jul 202600:25:18

When should advertisers lock in Q4 media—and where could waiting actually pay off?

In Episode 28 of Media Monitor, Kelly Sweeney and Sean Wright use Guideline’s forward-booking, ad spend, and pricing data to look ahead at the Q4 advertising market and assess where demand is building, where prices are rising, and where buyers may still have room to wait.

Sean frames the discussion as a media version of buy, sell, or hold.

Retail media is one area where the data points toward buying earlier. After six consecutive quarters of price growth, demand remains strong heading toward the holiday period, when retailers face some of their heaviest advertising activity of the year.

Programmatic CTV is showing similar pressure, with demand and pricing moving higher. Direct-buy CTV, however, tells a somewhat different story, with flatter conditions and some indications that buyers could find opportunities later.

Traditional television presents another contrast. Scatter pricing is declining, spend is softening heading into Q4, and—with the exception of major properties such as the NFL—advertisers may have more flexibility around when they commit.

Then there’s social. Spend continues to grow while pricing has been declining, creating a different buying dynamic in a channel where inventory is far less constrained.

Kelly and Sean also discuss digital out-of-home, the potential effect of U.S. midterm election spending on local media and CTV inventory, and what these shifts could mean for planners building Q4 media strategies now.

Before getting into the data, they cover several media and technology headlines, including OpenAI’s agreement with Yelp, the decline in referral traffic as AI increasingly answers searches directly, machine-readable web content, Google’s regulatory pressure in Europe—and Jimothy, the unusually round raccoon that somehow made its way into the conversation.

In this episode:

• What Guideline’s forward-booking data indicates about Q4 advertising
• Why retail media may become more expensive as the holidays approach
• Rising demand and pricing for programmatic CTV
• Why direct-buy CTV is showing a different pattern
• Falling TV scatter pricing and what it could mean for buyers
• How U.S. midterm election spending could affect local advertising inventory
• Why social ad spend can rise while pricing falls
• Continued momentum in out-of-home advertising
• OpenAI’s agreement with Yelp and the changing economics of web traffic
• How AI-generated search answers are affecting publisher referral traffic
• Google, European regulation, and the growing pressure on big tech
• What the rise of bot traffic could mean for the future of the open web

Media Monitor breaks down what’s happening across media and advertising and explains what the data may mean for brands, agencies, publishers, and the wider industry.


Form to be filled: 

https://forms.cloud.microsoft/pages/responsepage.aspx?id=lw2afVEDz0GH7zXijD1lOQJDmVFO33JHi7Vy8ZqFLdxUOFo0QVZYNjlTSTgwSlUxMDVUV1VRQUkwNS4u&route=shorturl

Referenced articles:
https://www.nbcnews.com/tech/tech-news/bot-web-traffic-overtaken-human-web-traffic-data-shows-rcna348522

https://www.mediapost.com/publications/article/416762/openai-licenses-content-from-yelp-seems-to-be-bui.html

https://www.nytimes.com/2026/07/21/style/jimothy-raccoon-seattle-videos.html

https://www.reuters.com/world/google-hit-with-1-billion-eu-fine-first-under-landmark-rules-2026-07-23/

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Media Monitor's Conversations at Cannes: Metrics that Matter with Preeti28 Jul 202600:11:24

AI is giving marketers faster access to data and insights. But having more data doesn’t automatically lead to better decisions.

In this episode of Media Monitor's Conversations at Cannes, Guideline Chief Product Officer Steve Silvers sits down with Preeti Croke of Analytic Partners to discuss how AI is changing marketing measurement, why ROI requires more context than a single number, and what happens when marketing, finance, and analytics aren’t working from the same definition of success.

Preeti shares how Analytic Partners is using AI through tools such as Ask Genome to make insights more accessible and decisioning AI to support scenario planning in an increasingly uncertain market.

The conversation then turns to a bigger measurement challenge: despite the amount of data available to marketers, marketing investment can still be perceived as less data-driven than other business decisions.

The issue may not be a lack of data. It may be a lack of shared language.

Steve and Preeti discuss why CMOs, CFOs, finance teams, and analytics leaders need to agree on the business outcomes they are trying to influence before deciding which metrics matter. They also discuss why measurement should account for far more than advertising alone, from competitive conditions and pricing to broader economic and market forces.

In this conversation:

• How Analytic Partners is applying AI to marketing intelligence
• What Ask Genome brings to ROI benchmarking and decision-making
• Why scenario planning is becoming more useful in uncertain markets
• The disconnect between having data and making data-driven marketing decisions
• Why marketing and finance need a shared definition of success
• Moving beyond KPIs that don’t connect to business outcomes
• Why Analytic Partners uses “commercial analytics” rather than simply marketing mix modelling
• How non-marketing factors can influence business performance
• Why finance should be part of the measurement conversation from the beginning

Media Monitor: Conversations at Cannes is a special summer series featuring conversations with media and advertising leaders about the ideas shaping the future of the industry.

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Why Advertising Growth Is Slowing Despite a Huge Year for Media22 Jul 202600:23:46

The first half of 2026 delivered the Olympics, a resurgent NBA Finals, the FIFA World Cup, and continued growth across streaming and digital media. Yet advertising spend grew just 4% year over year—well below the roughly 10% growth Guideline has historically seen in comparable event-heavy years.

In this episode of Media Monitor, Kelly Sweeney and Sean Wright break down what Guideline’s data says about the first half of 2026, where advertising dollars are moving, which categories are gaining or cutting spend, and why major tentpole events haven’t been enough to produce a stronger market.

They examine continued weakness among automakers, growth from AI and SaaS advertisers, social media’s strong first half, CTV’s continued gains, the shift of World Cup dollars from linear television toward streaming, and the surprising resilience of out-of-home advertising.

Sean also looks ahead to the second half of 2026, including the effects of softer consumer spending, inflationary pressure, political advertising, and the early testing of AI search as a new advertising channel.

Plus: why advertisers may be able to use AI to move faster, while consumer behavior still moves at the “speed of human.”

What You’ll Hear

  •  Why U.S. advertising grew only about 4% in the first half of 2026
  •  How major tentpole events contributed roughly 1.2–1.3 percentage points of market growth 
  •  Why automaker advertising remains under pressure 
  •  How AI and SaaS companies are supporting software ad growth 
  •  Why social advertising grew roughly 14%
  •  What’s driving CTV and streaming growth 
  •  How World Cup ad spending has shifted dramatically from linear TV toward streaming 
  •  Why out-of-home continues to gain despite weakness across other traditional formats 
  •  How consumer spending pressure could affect advertising in the second half 
  •  Why AI-search advertising still appears to be in a test-and-learn phase 
  •  Why faster advertising technology cannot make consumers make decisions faster 

Chapters:

00:00 Welcome and Banter

00:20 Lighting Nerd Out

01:51 Film Lighting Origins

03:40 Family Pool Drama

04:15 Elle TV Recommendation

05:49 First Half Ad Market

08:27 Upfronts Quiet Signal

09:27 Category Winners Losers

12:08 Media Mix Shifts

15:02 Out of Home Surge

17:02 Second Half Outlook

19:36 AI Search Ad Tests

22:28 Speed of Human Wrap

23:35 Closing and Subscribe

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


3 Common Threads That Kept Coming Up | Conversations at Cannes15 Jul 202600:21:30

Welcome to the first episode of Media Monitor: Conversations in Cannes — a special mini-series featuring industry leaders sharing their predictions for the future of media, advertising, AI, data, and marketing.

Recorded during Cannes Lions, these conversations brought together executives from across the advertising ecosystem to discuss where the industry is headed next.

Before releasing those interviews, Kelly Sweeney and Sean Wright step back to identify the biggest themes that consistently emerged across every conversation.

Three major ideas stood out.

🤖 AI is becoming a human-led tool.

The conversation around AI has matured. Rather than replacing marketers and creative teams, industry leaders are focused on using AI to help people work faster, think better, and execute more efficiently while keeping human creativity at the center.

🎯 The Addressable Audience

The ability to reach the right people, at the right time, with the right message has become one of the industry's biggest competitive advantages. Better audience intelligence, first-party data, and smarter targeting are reshaping how brands build meaningful customer relationships.

📊 Metrics That Matter

The industry is moving beyond tracking KPIs simply because they exist. Today's marketing leaders are asking a more important question: Which metrics actually predict business growth? The conversations repeatedly emphasized measuring outcomes that create meaningful results instead of chasing vanity metrics.

Throughout the episode, Kelly and Sean share highlights from conversations with leaders across media, advertising, retail media, analytics, and technology, including executives from Rumble, Albertsons Media Collective, WPP, Analytic Partners, Prisma, and more.

If you work in advertising, media, analytics, brand marketing, or digital strategy, this episode offers a preview of the biggest ideas you'll hear throughout the Media Monitor: Conversations in Cannes series.


In This Episode

  • Introducing Media Monitor: Conversations in Cannes
  • The biggest themes from Cannes Lions
  • Why AI is becoming a creative partner instead of a replacement
  • The growing value of addressable audiences
  • Finding the right customer with better data
  • Why marketers are rethinking measurement
  • Moving beyond vanity metrics
  • Predictions for the future of media and advertising


Connect with Guideline

Questions or feedback?

📩 press@guideline.ai


If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Media Monitor’s Conversation at Cannes| Why AI Still Needs a System of Record| Drew Kane31 Jul 202600:14:51

AI may be reshaping media planning and buying, but not every business problem requires an AI solution.

In this episode of Media Monitor: Conversations at Cannes, Guideline Chief Product Officer Steve Silvers speaks with Drew Kane, Chief Product Officer for Prisma at Mediaocean, about media workflow automation, agentic buying, and why trusted systems of record become even more valuable as machines make more decisions.

The conversation begins with Prisma’s role as a financial, contractual, and workflow system supporting the media industry from planning through payment. Drew explains how Mediaocean’s wider portfolio—including Prisma, Innovid, and Protected Media—helps agencies and advertisers manage creative workflows, buying, verification, and financial accountability.

Steve and Drew then discuss the new integration between Guideline’s MediaTools and Prisma.

While information has moved between the two platforms for years, the new API integration reduces manual work and helps keep planning and execution data synchronised. Objectives and budgets can flow more directly from MediaTools into Prisma, with actualised results moving back through the workflow.

The result is less friction, fewer manual errors, and more time for teams to focus on business outcomes.

Their discussion then turns to AI.

At Cannes, many companies are trying to apply AI to nearly every workflow. Drew argues for a more disciplined approach: begin with the business outcome, then choose the appropriate technology. Sometimes that means an AI agent. Sometimes it means an MCP-enabled workflow. And sometimes a deterministic API is still the better answer.

Steve and Drew also examine the emerging world of buyer and seller agents, where systems could identify inventory, exchange campaign requirements, and accelerate media transactions. But as the number and speed of automated decisions increase, so does the need for governance.

Someone still has to track what was approved, where the money went, what changed, and whether the advertiser received the expected value.

That is where systems of record become essential.

In this conversation:

• What Prisma does across the media planning-to-payment workflow
• The partnership between Guideline and Prisma
• How the MediaTools and Prisma API integration reduces manual work
• Why business outcomes should determine the technology used
• Why not every form of automation needs AI
• The difference between APIs, MCP connections, and AI agents
• How buying and selling agents could change media transactions
• Why agent orchestration may matter more than individual agents
• The continued role of human approval in automated workflows
• Why auditability becomes more important as AI scales decision-making
• How systems of record track media spend, approvals, and outcomes
• The convergence of linear television, digital video, and broader video investment
• Why media efficiency must ultimately translate into effectiveness


Media Monitor: Conversations at Cannes is a special series featuring leaders across advertising, media, measurement, and technology discussing the ideas shaping the future of the industry.

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Media Monitor’s Conversation at Cannes| AI Won't Replace Human Creativity| Jonathan Anastas (Rumble)31 Jul 202600:11:20

Jonathan Anastas, Chief Marketing Officer, at Rumble, joins Media Monitor: Conversations at Cannes to discuss why AI won't replace human creativity—but instead make it even more valuable.


Following Rumble's acquisition of Northern Data and the launch of Quake AI, Jonathan explains how creators can use AI to build businesses, why video is becoming the next frontier for AI training, and why human ideas remain the competitive advantage in an AI-powered world.

Media Monitor: Conversations at Cannes brings together leaders from across media, advertising, technology and AI to discuss where the industry is heading.


In this episode, Steve Silvers, Chief Product Officer at Guideline, sits down with Jonathan Anastas, Chief Marketing Officer at Rumble, to discuss one of the biggest questions facing the industry:
Will AI replace human creativity—or make it more valuable than ever?


The conversation follows Rumble's acquisition of Northern Data and the launch of Quake AI, exploring how the company sees AI becoming a platform that helps creators build businesses rather than replacing the people behind them.


Jonathan explains why the future belongs to creators who combine original thinking with AI-powered execution, why video is becoming the next major training asset for AI models, and why authentic human ideas remain the ingredient AI cannot generate on its own.


They also discuss:
• Why Rumble acquired Northern Data and launched Quake AI
• The vision of creators becoming AI-powered businesses
• Why human creativity becomes more valuable as AI advances
• AI as an accelerator—not a replacement—for creative work
• Why video is becoming the next major AI training resource
• The decline of text as the primary source for training large language models
• AI-generated content versus human-led storytelling
• What marketers can learn from previous technology disruptions
• Why businesses that ignore AI risk falling behind
• The importance of authentic human connection in an AI-first world
• Why face-to-face relationships become even more valuable as automation increases


Whether you're a marketer, publisher, creator, media executive or technology leader, this conversation offers a thoughtful perspective on how AI is reshaping creativity, advertising and digital business.


Media Monitor: Conversations at Cannes features conversations with industry leaders recorded during Cannes Lions, exploring the ideas shaping the future of media and advertising.

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Ep 29: YouTube, AI Search & the Ad Inventory Gap in Women’s Sports05 Aug 202600:24:30

YouTube, AI search, data centers, and women’s sports may look like separate stories. Together, they reveal how quickly media distribution and advertising access are changing.


In this episode of Media Monitor, Kelly Sweeney and Sean Wright begin with NBCUniversal’s decision to bring more Peacock programming into YouTube Premium.


The partnership gives Peacock access to YouTube’s large global subscriber base while helping YouTube strengthen its premium content offering. Kelly and Sean discuss what the deal may mean for streaming bundles, subscriber growth, and the increasingly blurred line between traditional television and user-generated video.


The conversation then moves to the open web.

Digital publishers are reporting weaker referral traffic as AI-generated search summaries answer more questions without sending users to the original source. Sean compares those reports with Guideline’s UK advertising data and considers why major publishers with strong brands and original reporting may be holding up better than smaller sites built around search traffic.


They also discuss what could be lost if niche websites can no longer support themselves through advertising.


Next, Kelly and Sean turn to Meta’s Hyperion data center in Louisiana, a project reportedly valued at roughly $50 billion. They discuss how technology companies are financing large AI infrastructure projects, why those investments can be difficult to track, and how rising capital expenditures are influencing investor reactions.


The episode closes with a different kind of inventory problem: brands want to advertise around women’s sports, but there may not be enough programming available.


Live games are gaining attention, yet the surrounding content—documentaries, studio shows, interviews, and other lower-cost inventory—has not grown at the same pace. That creates an opening for publishers and media companies able to build quality programming around women’s leagues and athletes.


In this episode:

  • What the Peacock and YouTube Premium partnership could mean for streaming
  • Why premium platforms are leaning on bundles and distribution partnerships
  • The difference between YouTube Premium and YouTube TV
  • How AI search summaries are reducing publisher referral traffic
  • Why branded publishers may be more resilient than smaller search-driven sites
  • What declining traffic could mean for niche websites and the open web
  • Meta’s Hyperion data center in Louisiana
  • How large AI infrastructure projects are being financed
  • Why AI spending is drawing closer investor attention
  • Growing advertiser demand around women’s sports
  • Why the shortage is bigger than live-game inventory
  • The opportunity in documentaries, shoulder programming, and studio coverage


Media Monitor breaks down what is happening across media and advertising and explains what it means for brands, agencies, publishers, and technology companies.


Follow and subscribe wherever you get your podcasts. New episodes every Wednesday.

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Media Monitor’s Conversation at Cannes| The Agentic Future of Media Buying with WPP’s Devon DeBlasio09 Aug 202600:18:18

AI agents may automate more of media buying, but WPP’s Devon DeBlasio believes people still need to remain at the helm.


In this installment of Media Monitor: Conversations at Cannes, Guideline Chief Product Officer Steve Silvers sits down with Devon DeBlasio of WPP to discuss how agentic systems could change advertising—from buying media and building audiences to influencing how brands appear inside AI-generated recommendations.


WPP has committed to helping develop standards for agentic buying, working with organizations including IAB Tech Lab and Prebid. Devon explains why common protocols and guardrails matter as buyer agents, seller agents, and MCP-enabled systems begin interacting across the advertising ecosystem.

A central question runs through the discussion:
Which decisions should an AI agent be allowed to make, and which should still require human approval?
Devon describes WPP’s “human at the helm” approach, particularly when actual media dollars are being committed. AI can identify signals, generate potential audiences, surface insights, and automate parts of a workflow, while experienced people remain responsible for decisions with financial consequences.

The conversation then turns to audience strategy. With large pools of historical performance data and increasingly capable models, agencies may be able to create more tailored growth audiences instead of relying as heavily on standardized audience segments.

Steve and Devon also look at a newer question for marketers: What happens when the entity you need to influence is an AI agent?

Consumers are increasingly asking systems such as ChatGPT, Gemini, and Claude for product recommendations. That creates a new brand challenge around how a company appears inside AI-generated responses, which signals shape those recommendations, and how marketers might influence brand perception in an agentic environment.

The discussion closes with data literacy. Natural-language interfaces may make sophisticated analytics accessible to more marketers, but easier access to data does not remove the need for consistent measurement, shared definitions, sound governance, and human judgment.

In this episode:

  • What agentic media buying means for advertisers
  • Why WPP is helping develop standards for agentic buying
  • WPP’s “human at the helm” philosophy
  • Where AI automation ends and human approval begins
  • Why WPP is beginning its agentic buying work with CTV
  • How buyer and seller agents could interact
  • How AI could create more tailored growth audiences
  • The role of historical performance data
  • Moving beyond standardized audience segments
  • What “influencing algorithms” could mean for marketers
  • How brands appear inside ChatGPT, Gemini, Claude, and other LLMs
  • The emerging relationship between AI discovery and brand perception
  • AI agents as a new layer between brands and consumers
  • How natural-language interfaces change data analysis
  • Why common definitions and standards still matter
  • Why human judgment remains part of automated media buying

Media Monitor: Conversations at Cannes is a special summer series featuring conversations with leaders across media, advertising, data, and technology.


Also subscribe to the regular Media Monitor podcast, released Wednesdays, for analysis of the data and trends shaping the media market.


If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


Media Monitor’s Conversation at Cannes| Is Advertising Losing Sight of What Actually Works?09 Aug 202600:23:18

Advertising has more data, targeting, platforms and measurement than ever. Yet one question keeps surfacing: Are those capabilities actually helping marketers build stronger businesses?


In this installment of Media Monitor: Conversations at Cannes, Guideline Chief Product Officer Steve Silvers sits down with Justin Lebbon for a candid discussion about where media investment is flowing—and what those shifts could mean for advertisers, publishers and the wider media ecosystem.


The conversation begins with the growing concentration of media spend among a small number of global platforms.


Justin argues that this concentration has consequences beyond advertising efficiency. As more money moves away from local publishers, less funding remains for journalism, locally produced entertainment and the businesses supporting content production. Canada, New Zealand and other markets provide examples of what can happen when large portions of digital advertising revenue leave the local media economy.


That leads Steve and Justin into a broader conversation about social platforms.
Social media remains valuable for communication, discovery and community, yet concerns around transparency, content quality, younger users and advertiser accountability continue to grow. They discuss emerging regulation, restrictions on social media access for children, and a question advertisers may increasingly face:
Do you actually know what your media investment is accomplishing—and where your advertising is appearing?

From there, the conversation turns toward effectiveness.

Years of increasingly granular attribution and performance measurement have encouraged marketers to optimize around clicks, CPMs, conversions and other immediately measurable outcomes. Justin argues that this can create a short-term feedback loop in which marketers optimize what is easiest to measure rather than what creates future demand.

Advertising, in his view, should help businesses and categories grow.
The economic environment adds another dimension. Higher capital costs and greater pressure on profitability mean marketing investments face closer examination from finance teams. If marketers cannot demonstrate how advertising contributes to business growth, the risk is bigger than a reduced media budget: leadership may begin questioning the investment itself.

Steve and Justin close by discussing a possible shift back toward fundamentals—better marketing education, stronger measurement, quality media, demand generation and creative work that connects with people.

The tools have changed. The fundamental business question has not:

What is the advertising supposed to accomplish?


In this episode:

  • Why media spend is increasingly concentrated among major platforms
  • What that concentration means for local publishers
  • The economic role of local media
  • Why locally produced journalism and entertainment need sustainable funding
  • Transparency across digital and social advertising
  • Growing scrutiny of social platforms
  • Social media and younger audiences
  • Why advertisers should test the incremental impact of platforms
  • The limitations of bottom-of-funnel measurement
  • How cheap CPMs can distort media decisions
  • Brand building versus performance marketing
  • Why attribution can create false confidence
  • The economic pressures changing marketing decisions
  • AI-generated content and declining content quality
  • Why advertising effectiveness matters beyond individual platforms
  • The role of marketing education
  • Why demand creation is returning to the conversation
  • The relationship between media quality, creative quality and business growth

Media Monitor: Conversations at Cannes is a special summer series featuring conversations with leaders across media and advertising.


Also subscribe to the regular Media Monitor podcast, released Wednesdays, for data-driven discussions about where the media market is heading.

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


What Ad Spend Concentration Can Tell Us About What Comes Next |E3012 Aug 202600:15:51

Advertising spend can be growing while the market underneath it is becoming more fragile.

In this episode of Media Monitor, Kelly Sweeney gives Sean Wright a new goal: create an index important enough to have his name attached to it.

Sean may already have a starting point.

Inspired by a discussion of market concentration and monopoly measurement, Sean applies similar mathematical thinking to Guideline’s advertising data to ask a different question:

How much of advertising growth is being driven by only a small number of categories?

Guideline tracks 89 advertising subcategories. Rather than looking only at the headline growth rate for the market, Sean examines how widely that growth is distributed.

If many categories are contributing, the market appears more balanced.

If one or two categories account for a disproportionate share of incremental spending, the headline number may hide more risk than it reveals.

Sean explains that early analysis suggests the concentration of advertising growth may be strongly associated with what happens in the market roughly 11 to 12 months later.

That creates potential applications for agencies, publishers, advertisers, and anyone trying to assess the health of advertising demand.

The current picture provides an interesting example: advertising growth is concentrated among relatively few categories, while spending declines are spread across a broader group.

For Sean, that combination suggests more risk beneath the headline growth number than the topline figure alone would indicate.

Kelly and Sean discuss how a concentration index could help agencies think about negotiations, publishers assess revenue exposure, and industry leaders get a faster read on market conditions without having to interpret dozens of category trends individually.

The conversation also introduces the idea of publishing the new indicator as a recurring Guideline market measure—with the final name still very much up for debate.

And, naturally, Jimothy the raccoon makes another appearance.

In this episode:

• How market concentration can reveal risk that topline ad growth misses
• The economic index that inspired Sean’s advertising analysis
• Why growth concentrated in a few categories can make the market less stable
• Why diversified advertising growth can indicate healthier conditions
• What concentrated gains and broad-based declines may signal today
• How the model could help agencies, publishers, and advertisers
• Using advertising category data for strategic decision-making
• Why a single index could simplify dozens of category trends
• The potential predictive relationship between concentration and future ad spend
• How publishers can assess dependence on a limited set of advertisers
• Why diversification matters for advertising revenue
• The early plans for a recurring Guideline advertising concentration index
• The debate over what the index should actually be called

Media Monitor breaks down what’s happening across media and advertising and explains what the data actually means.

If you’d like access to the benchmark report or want to suggest a topic for the next part of the programmatic series, reach out to press@guideline.ai.

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.


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