Show notes
This week, Kate Scott-Dawkins is joined by Jeff Foster, Nidhi Shah, and special guest Aisha Khan to break down the latest Q2 earnings reports from major media and commerce players. They talk about Disney’s NFL-ESPN deal, Fox’s Tubi success, Warner Bros. Discovery’s struggles, and the booming growth of retail media. Plus, they explore how tariffs are affecting businesses, AI’s growing role in advertising, and the blending of streaming and commerce.00:00 - Introduction01:38 - Disney’s NFL-ESPN Deal and Speculation on ESPN’s Future04:36 - Fox’s Tubi Growth and Political Ad Revenue Highlights07:27 - Warner Bros. Discovery’s Struggles with Streaming and Linear Declines10:27 - Retail Media’s Explosive Growth: Mercado Libre, Shopify, and More14:06 - Tariffs and Their Impact on Retailers and Consumers16:14 - AI’s Role in Advertising and Commerce Trends19:22 - Shopify’s Expansion and Success with Larger Clients21:41 - Snap’s Underperformance and Digital Advertising Trends22:12 - Closing Thoughts and Preview of Next Week’s TopicsMid-Year Global Advertising Forecast Update: https://www.wppmedia.com/news/tyny-midyear-2025?utm_medium=podcast&utm_content=episode_72_description