Unfiltered Media

Justin Lebbon and Ian Whittaker unpack two S&P demotions: Trade Desk's slide out of the S&P 500 as Amazon and Google squeeze the DSP market, and Nike's exit from the S&P 100 after a brand-eroding pivot to performance and DTC.

Ian Whittaker unpacks his report "A Risk Too Far", arguing the UK's DTT switch-off should be pushed from 2034 to 2044 — on national resilience, household access, and the commercial hit to broadcasters. Justin Lebbon pushes back.

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.