On today’s podcast episode, we discuss how advertisers are faring amid the current economic backdrop of tariffs, inflation, and a government shutdown; how the digital ad triopoly is changing; and the biggest ad spending milestones this year and in 2026. Join Senior Director of Podcasts and host Marcus Johnson, along with Senior Director of Forecasting Oscar Orozco and Principal Analyst Yory Wurmser. Listen everywhere, and watch on YouTube and Spotify.

Warner Bros. Discovery has entered a pivotal stage in its takeover fight, with Netflix, Comcast, and Paramount Skydance submitting second-round bids and political forces shaping the odds. Comcast is preparing an offer near $27–$28 per share for WBD’s studio and streaming divisions—topping Paramount’s $25-per-share bid—while WBD CEO David Zaslav reportedly wants something closer to $30. Netflix faces new White House antitrust concerns, Comcast faces political hostility, and Paramount Skydance holds the most favorable political backing. The stakes are massive: whichever buyer prevails will redefine the balance of power across premium streaming, theatrical franchises, and high-value CTV inventory.

On today's podcast episode, we discuss the unofficial list of retail moves we're most thankful for. This month—because it's Thanksgiving Eve—host Suzy Davidkhanian, Arielle Feger, Becky Schilling, and Emmy Liederman (aka The Committee) have put together a very unofficial list of the top eight retailers they're watching, based on strategies, launches, and collaborations we’re genuinely thankful for — the moves that made us smile, surprised us, or gave us hope for where retail is heading. In this episode, Committee members Suzy Davidkhanian and Emmy Liederman will defend their list against Senior Analyst Zak Stambor and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

On today’s podcast episode, we discuss what makes Dollar General Media Network unique, how it's approaching measurement, and what it’s focusing on for next year. Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Sarah Marzano, and Vice President and General Manager of DG Media Network, Austin Leonard. Listen everywhere, and watch on YouTube and Spotify.

The IAB’s 2025 Creator Economy report shows creator marketing has become a full-fledged media channel—one projected to reach $37.1 billion in spend next year, growing 26% YoY and outpacing the broader ad market by a factor of four. Nearly half of advertisers now call creators a must-buy, yet workflows remain fragmented across budgets, discovery tools, and measurement systems. With AI accelerating both production and complexity, the report lays out the emerging mandate: treat creator marketing as its own discipline with centralized budgets, standardized vetting, unified measurement, and formal AI governance. For marketers, real performance now requires real structure.

Walmart and Target closed their recent earnings calls on sharply different footings, but with a surprisingly shared vision for the immediate future.

On today’s podcast episode, we discuss the three big questions surrounding Amazon in Q3 and beyond: What Amazon's corporate layoffs tell us about how AI is actually affecting the broader job market. Is Amazon’s new “Help Me Decide” feature a significant stepping stone toward agentic AI? And could Amazon’s AI smart glasses for delivery workers be a Trojan horse for broader smart-glasses adoption? Join Senior Director of Podcasts and host Marcus Johnson, along with Analyst Rachel Wolff. Listen everywhere, and watch on YouTube and Spotify.

On today’s podcast episode, we discuss whether Coca-Cola’s AI holiday ad is a bold move forward or a soulless shortcut—and, when everything can be generated, whether authenticity becomes the new premium. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, Principal Analyst Sky Canaves, and Analyst Arielle Feger.

A federal judge handed Meta one of its biggest legal wins in years, ruling that its Instagram and WhatsApp acquisitions do not violate US antitrust law. The decision leaned heavily on how TikTok and YouTube now compete for the same user attention Meta once dominated—proof, the court said, that the company cannot be considered a monopoly. The ruling arrives just as Reels accelerates across Instagram and platforms converge on short-form video and AI-driven discovery. For marketers, the outcome underscores a simple reality: user attention sits across the big three video platforms, and planning must follow that distribution.

At Web Summit, design leaders Joseph Lebus and Max Ottignon argued that sameness—not disruption—is the real threat facing brands in the AI era. As production accelerates, they warned, imitation becomes easier and distinctiveness becomes harder. With nearly 40% of digital video ads expected to be AI-generated next year, differentiation demands intentional judgment rather than automated output. Many marketers already rely on AI for creative tasks, but efficiency alone risks flattening brand expression. The future of creative advantage lies in context, immersion, and originality—areas where taste, curiosity, and human perspective still outperform machines.

Bluesky’s growth is defying social media convention. COO Rose Wang told EMARKETER the platform’s momentum comes not from algorithmic reach but from conversation and community. “People are coming for the discussion and staying for the connection,” she said. Bluesky, now past 40 million users, is attracting audiences fleeing top-down platforms and gravitating toward participatory, user-led spaces. Custom feeds and decentralized moderation let culture form organically, giving advertisers a glimpse into early-stage cultural formation. For marketers, Bluesky’s appeal isn’t reach—it’s relevance. As Wang put it, “People still want to gather.” In a fragmented ecosystem, that’s a powerful foundation.

On today’s podcast episode, we discuss the three big questions surrounding Google in Q3 and beyond: How much of a competitor to Google Chrome is OpenAI’s new browser, Atlas? What’s the main takeaway from the remedies hearings about Google’s ad tech business? And what’s the significance of Google’s first $100 billion quarter? Join Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Principal Analyst Yory Wurmser. Listen everywhere, and watch on YouTube and Spotify.

Microsoft is turning to lifestyle creators to make Copilot a cultural player, not just a productivity tool. TikTok stars like Alix Earle, Brigette and Danielle Pheloung, and Brandon Edelman are showing Copilot in real-life contexts—beauty, fashion, and self-improvement—garnering millions of views and repositioning the AI assistant for Gen Z and women users. Consumer CMO Yusuf Mehdi calls Microsoft a “challenger brand” in AI assistants, with 150 million users compared with ChatGPT’s 800 million weekly. The influencer pivot signals a shift toward utility-driven marketing—content that demonstrates value in everyday life rather than selling aspiration.

On today’s podcast episode, we discuss why measurement is harder than it used to be, how the metrics advertisers use to evaluate their spend are changing, and what marketers can—and should—do to navigate this transition effectively. Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Max Willens, Nielsen's Head of Performance Marketing Alison Gensheimer, and SVP and Head of Advertisers and Agencies Matthew Devitt. Listen everywhere, and watch on YouTube and Spotify.

The Trade Desk posted another strong quarter, with revenue up 18% to $739 million and EBITDA margins above 40%, but CEO Jeff Green’s focus remains philosophical. On the Q3 call, Green said the company’s “AI-first” Kokai platform and new tools—Open Ads, Deal Desk, Audience Unlimited, and Trading Modes—position TTD as the infrastructure layer of an open, transparent internet. CTV now accounts for half of total revenue, with Disney and Hearst partnerships lifting publisher yields by 23%. Yet Green acknowledged the open web’s challenges, calling the vision “more aspirational than factual” as walled gardens tighten control.

On today’s podcast episode, we discuss the main factors leading marketers to cut spending at the moment, how advertisers are adapting their approach to measurement, and what is happening in the industry as more marketers begin to embrace the opportunity to shift spend at a higher velocity. Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Max Willens, Nielsen's Head of Performance Marketing Alison Gensheimer, and SVP and Head of Advertisers and Agencies Matthew Devitt. Listen everywhere, and watch on YouTube and Spotify.

LiveRamp CEO Scott Howe says marketers are now fighting a “war for signals”—a race to collect, clean, and connect data fast enough to prove every dollar’s impact. Speaking alongside Q2 earnings of $200 million (up 8%), Howe described marketing’s new reality as “precision and proof.” LiveRamp’s clean room tech now lets brands merge data across partners like Netflix, Uber, and PayPal to tie spend directly to transactions. With AI acceleration and data collaboration redefining performance, Howe says growth depends less on scale and more on signal speed: “Access to better data gets the flywheel going—and determines who wins.”

In this podcast episode, we discuss what makes this season unique for the beauty category, what “creating magic” looks like during the holidays when every brand is fighting for attention, and how brands can build real loyalty when discounts dominate the conversation. Listen to the discussion with Vice President of Content and host, Suzy Davidkhanian, Principal Analyst, Sky Canaves, and Head of Marketing for Bluemercury, Minyi Su.

Spotify’s Q3 2025 results show a company redefining success around efficiency and engagement rather than scale. Revenue rose to $4.62 billion, with 713 million monthly active users and 281 million premium subscribers, up 12% YoY. Gross margin reached 31.6% as AI integration, subscription pricing, and product diversification drove profitability. The company’s upcoming leadership transition—Daniel Ek to executive chairman, Gustav Söderström and Alex Norström to co-CEOs—signals continuity through maturity. While ad sales grew just 7%, Spotify’s dominance in user time and audio engagement positions it as the anchor of digital audio. The next chapter: sustainable margins, smarter growth, and steady leadership.

StackAdapt is overhauling programmatic out-of-home advertising with tools that let buyers see exactly where their ads will appear. The new platform experience includes real-world map views, screen previews, and venue-level pricing, solving one of OOH’s biggest pain points: visibility. VP of Inventory Development Gregory Joseph said the update responds directly to advertiser demand for proof of placement and transparency. As agencies push for unified reporting across CTV, mobile, and OOH, StackAdapt’s approach gives digital buyers the data and validation they expect. For advertisers, it marks a turning point—OOH can finally be planned, measured, and optimized alongside digital media.