Show notes
Kate, Jeff, and Nidhi chat about the latest earnings from big names like Google, ITV, and Televisa Univision. They dive into how AI is driving ad growth, why digital formats are taking over, and how consumer spending is holding up despite tariffs and other challenges.They also explore what’s happening in the auto world with EVs, how brands like Coca-Cola and LVMH are staying strong, and why ESPN’s NFL deal could shake things up. Plus, hear how legacy media is juggling linear TV and streaming.00:00-Introduction01:25-Google Earnings and AI Investments07:40-European Media Owners: Challenges and Digital Shifts12:05-Televisa Univision and Sports Media Updates18:11-Automotive Industry: GM, EVs, and Tariff Impacts26:29-Luxury and CPG Trends: LVMH, Nestle, and Coca-Cola32:08-Looking Ahead: Upcoming Earnings and Economic SignalsMid-Year Global Advertising Forecast Update: https://www.wppmedia.com/news/tyny-midyear-2025
