Earnings season meets forecast crunch time | Kate Scott‑Dawkins, Jeff Foster, and Nidhi Shah break down the latest media and marketing shifts: European broadcasters in decline, OOH gains from travel rebound, Amazon’s surge in cloud and streaming ads, Tubi’s early AVOD profitability, and the mixed fortunes at Peacock, Paramount+, Warner Bros. Discovery, and Disney. From sports rights battles to identity‑based targeting and looming M&A moves, the team unpacks what’s driving TV and streaming ad revenues — and what brands and advertisers need to know now.
Listen for:
• Trends in linear TV vs. streaming ad revenue growth
• Why sports rights remain top-tier ad inventory
• AVOD’s profitability milestone and what’s next
• How consolidation could reshape the media buying landscape
00:00 – Introduction and forecast season overlaps
02:27 – European broadcaster earnings, consolidation moves, and OOH trends
09:35 – Amazon earnings: Cloud, advertising, Prime Video reach, and sports rights
15:03 – Fox earnings: Tubi’s growth, early profitability, and login strategy
18:52 – Comcast: Peacock’s subscriber trends, ad revenue, and M&A speculation
21:11 – Paramount/Skydance: Ad revenue decline, price hikes, and theatrical expansion
24:32 – Warner Bros. Discovery: Revenue and ad declines, streaming subs, strategic options
26:07 – Disney highlights and advertiser implications
27:30 – Forecast wrap‑up and upcoming focus areas