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Madison and Wall

Insights About the Business of Advertising, Ad-Supported Media and Related Technologies

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues355Founded4 years agoLast Issue8 days ago
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Latest Issues

M&W SATURDAY SUMMARY: Ad Budget Silos + Meta, Netflix, Comcast and Omnicom 3Q26 Results + F1 and More

Podcasts:

On this week’s M&W Podcast Luke and James review our work of the week! Separately, on Agency Business from Madison & Wall and FusionFront Media, Olivia and Brian interview Bulletproof’s Gush Mundae.


Weekly Work:

Ad Budge...

8 days ago

What Formula 1 Can Teach Us About the Economics of Modern Media

Formula 1 has a lot going for it as a spectator sport. Young drivers, wealthy personalities jetting between Monaco and race weekends, a Netflix show that dramatizes everything happening behind the scenes, and races around the world. For som...

9 days ago
5

An Interview With Adform’s John Piccone

John, you are regional President for the Americas for the Danish company Adform, a global ad tech company, but you also spent a lot of time working in France earlier in your career. An important question to start this interview with: which...

13 days ago
6

M&W SATURDAY SUMMARY: Publicis+Havas 3Q26 Results, Accenture’s Investor Day, Rakuten Expands Global TV Business + More Examples of Media Sales Consolidation in Germany, Japan and China

Podcasts:

On this week’s M&W Podcast Luke and James review our work of the week!

Separately, we featured D.A. Davidson analyst Gil Luria for a full hour webinar on the evolution of AI beyond advertising (contact us for access to the repla...

15 days ago
4

M&W SATURDAY SUMMARY: Apple’s Privacy Push, Amazon’s UK TV Strategy, New Independent Agency Data, Skydance’s Scale Meets Industry Problems and More

Podcasts:

On this week’s M&W Podcast Luke and James review our work of the week! Separately, on Agency Business from Madison & Wall and FusionFront Media, Olivia and Brian discuss the week’s news.


Weekly Work:

Apple’s Privacy Push...

22 days ago
4

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  • Madison and Wall

    Strategic financial analyst of global advertising, technology and marketing services businesses, informed by relationships with investors as well as media company, marketing, agency and ad tech practitioners.

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