A senior, data-driven podcast on media, advertising and ad-tech — TV, streaming, ad-spend and the markets behind them. Hosted by Justin Lebbon and Ian Whittaker.
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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.
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.
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.
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
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.
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.
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.
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 a
Most agencies remain constrained by legacy structures, short-term KPIs, and slow-moving processes. But a new generation of independent agencies is proving there's another way. In this episode, we speak with Ali Reed, Chief Growth Officer at Brainlabs, about why the future of marketing belongs to bold, agile, AI-powered businesses. Drawing on more than 25 years of experience, Ali explains her move from traditional agency networks to Brainlabs and discusses how independent agencies are using AI to accelerate innovation, deepen client relationships, and drive sustainable growth.
This episode features a discussion with Erez Levin, a prominent speaker and writer in the advertising industry, focusing on the concept of quality media. The conversation explores the challenges of defining and valuing quality in a landscape dominated by major platforms and unlimited impressions. Erez introduces the "quality trifecta," which includes media quality, creative quality, and audience/data quality, emphasizing the importance of assessing these dimensions to drive effective advertising outcomes. The discussion also touches on the industry's shift from deterministic models to more pro
This episode explores the fundamental shift from efficiency to dominance in digital advertising. Ian shares why the traditional ad tech model is at a crossroads, with many players facing margin squeeze or consolidation, while a few with true differentiation may thrive. You’ll discover how the biggest platforms - from Google to Amazon - are the real gatekeepers not only selling vast quantities of media but also controlling the pipes. We also debate: The real drivers behind the market’s skepticism with ad-tech stocks, referencing TTDHow AI could overturn ad tech economics and bring true efficien
Justin Lebbon is joined by Guideline’s Chief Insights & Analytics Officer, Sean Wright, for a deep dive into where advertising money is really flowing and why the biggest platforms continue to dominate despite mounting scandals and industry criticism. Using Guideline’s unique data tracking major agency and brand spend, they explore Meta’s resilience, the rise of Amazon in the DSP wars, the collapse in streaming CPMs, and why traditional TV companies may be undermining themselves through aggressive programmatic strategies and cost-cutting. The conversation also examines whether broadcasters can
An in-depth analysis of the latest quarterly results from Google, Meta, and Amazon, exploring their growth, AI investments, and implications for the advertising and media industry.
This week we discuss NBCU’s attack on Nielsen and why audience measurement has become a high-stakes power play influencing valuations, revenues, and market sentiment. This isn’t just about metrics and currency; it’s about who controls the narrative, and the money. We also explore the rise of retail media, set to hit $190 billion by 2026, and how retailers are using high-margin ad businesses to grow revenues. We also question the impact of of this media, where the budget is coming from and how marketers should measure it. Plus, we examine agency performance with Q1 results from Havas and Public
The episode kicks off with a discussion on the evolving landscape of advertising agencies, particularly focusing on Accenture's innovative approach to agency models. We delve into how traditional cost-plus models are becoming unsustainable in the age of AI, and how Accenture's shift towards a subscription-like service could redefine client offerings. We explore the challenges and opportunities this presents for traditional agency holdcos, emphasizing the need for agencies to adapt to a focus on business outcomes rather than just media buying efficiency. We look at macroeconomic trends, includi
Fresh from Future TV Sydney and a trip to New Zealand, we break down the TV industry’s comeback playbook with examples from out-of-home to broadcasters rebuilding momentum by collaborating and building what buyers want. We unpack the flawed “premium vs cheap” debate, why premium might be the wrong word to use and new agency models reflecting on Accenture’s back-to-basics remuneration structure. Plus: the growing chaos in measurement. From Nielsen’s controversies to fractured currencies, we explore why unified frameworks are now critical to stability. Finally, we zoom out to the bigger picture
Most brands think premium media is about content. It isn’t. It’s about environment. In this episode, we unpack what “premium” really means in a world of unlimited impressions and AI-generated noise and why the fight over its definition is really a fight for ad budgets. They explore how trust, transparency, and attention - not just content - are now the real drivers of effectiveness and long-term brand value. From the rise of AI “slop” to the growing divide between traditional media and platforms, this is a clear-eyed look at what’s changing and what it means for advertisers.
This week we examine the economic impact of the Middle East conflict, how geopolitical uncertainty is influencing financial markets, and what it could mean for the media and advertising industry. We also dig into the surprisingly weak long-term growth of many major global companies, using data from Michael Farmer and others to explore why so many large firms appear to be struggling to generate meaningful expansion.
Feature-rich episode this week, starting with feedback from global broadcasters following Justin Sampson’s interview last week. We then focus on M&A activity, looking at developments around ITV and Sky, while Ian explains the financial framework behind Paramount’s proposed acquisition of WBD. We also discuss content strategies and why broadcasters need to stop talking about cost-cutting- and the signal that sends to the market — before reflecting on the All3Media/Banijay merger. Finally, we examine the BBC’s public comments acknowledging that it cannot make money working with social platforms.
Ian and Justin are joined by Barb’s outgoing CEO Justin Sampson to discuss the growing pressures facing industry measurement currencies as media consumption fragments and digital platforms reshape the market. Hot off the heels of the Google debacle, the conversation explores the importance of independent, jointly governed measurement systems, the balance between innovation and stability in audience metrics, and the risks opacity creates for advertisers and media owners. They also examine the future role of JICs, the influence of WFA cross-media measurement principles, and whether existing curr
In this episode of Media Unfiltered, Justin Lebbon and Ian Whittaker unpack the shifting deal landscape in global media, from the evolving Netflix–Warner–Paramount dynamics to the conspicuous silence around Sky–ITV. They dig into what Q4 results really reveal about the agency business, examine why music continues to outperform in a digital-first world, and debate what diversification actually means for broadcasters navigating structural change.
This week we examine investor nerves around the colossal levels of capital being poured into AI, and whether those investments will truly pay off without fundamental change across gaming, software, and agency businesses. We also look at signs of advertisers returning to TV, following positive financial signals from NBCUniversal and Fox in the US, before closing with a discussion on the importance of independent oversight after Google’s legal action against Kantar.
This episode covers the recent news that Google employed a 'cease and desist’ tactic to force Barb and Kantar Media to stop the viewership measurement of YouTube on TV screens. We secured private commentary from advertisers and agencies while discussing implications for YouTube around transparency. Does it even matter today? Are clients happy with the data and feedback loop they get from YouTube to worry about it? How should broadcasters and JICs around the world respond?
This podcast explores the turbulent financial world in 2026 reflecting on the impact it may have on media and marketing. Much to the surprise of our hosts, 2025 was a strong year for ad spend with the main victors being the platforms. What will happen in 2026? Will brands begin to resist the ease and appeal of the platforms? Will governments step up efforts to support local media and curb the dominance of the platforms? The financial outlook is messy and traditional global pacts are being tested, how will this impact global media and advertising.
A senior TV ad-sales leader makes the case that the UK's premium TV market is back in growth — led by streaming — and why the UK landscape is fundamentally different from the US. Plus the SME opportunity via Universal Ads, and where the market heads in 2026.
