Unfiltered Media

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The DSP Squeeze and Nike's Doom Loop

Episode 27

Friday, September 11, 2026 • Duration 22:53

Justin Lebbon and Ian Whittaker unpack two S&P demotions: Trade Desk's slide out of the S&P 500 as Amazon and Google squeeze the DSP market, and Nike's exit from the S&P 100 after a brand-eroding pivot to performance and DTC.

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A Risk Too Far: Why UK Terrestrial TV Shouldn't Switch Off in 2034

Episode 26

Wednesday, September 2, 2026 • Duration 33:00

Ian Whittaker unpacks his report "A Risk Too Far", arguing the UK's DTT switch-off should be pushed from 2034 to 2044 — on national resilience, household access, and the commercial hit to broadcasters. Justin Lebbon pushes back.

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Meta in Court, Disney v. FCC and the Paramount/WBD Wrangling

Episode 25

Friday, August 21, 2026 • Duration 27:01

Justin Lebbon and Ian Whittaker unpack the escalating collision of politics, tech and media law — from four state AGs suing Meta, to Disney suing the FCC, to the state AG challenge to the Paramount/WBD deal.

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James Rooke on how can TV compete and win against the platforms

Episode 24

Monday, August 10, 2026 • Duration 27:35

Comcast Advertising president James Rooke argues premium video is inherently performative and can win share back from the big platforms — if TV makes itself as easy to buy as social and proves outcomes via incrementality.

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The Politics Episode: Paramount/WBD stalls, AI's charm offensive and Burnham's UK

Episode 23

Wednesday, July 29, 2026 • Duration 24:58

Ian Whittaker and Justin Lebbon dissect the politics stalling the Paramount/Warner Bros Discovery deal, the tech-titan PR push on AI, and how a Burnham government could reshape UK media and social-platform policy.

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Summer Summary - Q2 updates: Google, Netflix, Comcast and AI Investment

Episode 22

Friday, July 24, 2026 • Duration 23:29

Justin Lebbon and Ian Whittaker run through Q2 results — Alphabet, Comcast, Netflix, Havas and Publicis — and unpack why soaring AI CapEx is spooking investors plus ad investment figures remain resilient despite the war and political uncertainty

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Market reaction to Sky ITV Deal; NBCU/Comcast; Future consolidation

Episode 21

Monday, July 13, 2026 • Duration 29:20

Justin Lebbon and Ian Whittaker unpack the agreed Sky–ITV deal, the likely regulatory path, whether ITV Studios gets bought, and why Comcast is splitting off NBCUniversal — plus the collaboration-not-just-consolidation lesson from Norway.

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Rita Ferro on Disney’s advertising strategy and competing with Big Tech

Episode 20

Friday, July 10, 2026 • Duration 29:15

Disney's global ad president Rita Ferro talks trust and premium inventory, competing with Big Tech on value not price, the "mid-market" growth tier, live/fandom monetisation, and how AI is reshaping ad operations.

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NBCUniversal's Marshall: Universal Ads, BravoCon & the Measurement Mess

Episode 19

Thursday, July 2, 2026 • Duration 20:21

NBCUniversal's Mark Marshall talks to Justin Lebbon about a blockbuster sports year, the new Performance Insights Hub, Universal Ads' push into the "messy middle," diversification via events like BravoCon, and why the US measurement fight makes the whole TV industry look bad.

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Analysing SpaceX, Roku/Fox deal, Revenue urgency for AI

Episode 17

Wednesday, June 17, 2026 • Duration 21:17

Most investors overlook the game-changing signals from SpaceX's recent IPO; Elon Musk's space empire is shaping the future of tech, media, and capitalism itself.

In this pre-Cannes episode, we unveil how SpaceX's valuation and Musk’s control are rewiring the investment landscape, impacting everything from AI advancements to media giants' strategies. We also discuss the real implications behind billion-dollar deals like Roku’s buyout by Fox, and why media companies are trapped between short-term survival and long-term innovation. And why the cost to compete has major impacts on valuations.

We also discuss:

The forces driving SpaceX’s soaring valuation and what it signals for AI and space exploration.
Why media giants are consolidating, and the risks of ceding control to a handful of monopolistic players
Has Fox overpaid for Roku and why we might think that; market reaction to the deal.
How current tech valuations are creating a 'performative capitalism' style over substance that may reshape markets
The looming squeeze on traditional media's revenues amid AI hype and advertising shifts

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Unfiltered Media – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Unfiltered Media – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify