The Great Ad Spend Shift: Why Meta, Amazon & programmatic are reshaping media

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 regain control of pricing, measurement, and premium positioning before ad tech commoditizes the entire ecosystem.

00:00 Introduction to Media Unfiltered Podcast
02:15 The Impact of Major Platforms on Ad Spend
05:06 Meta's Scandals and Their Effect on Ad Spend
10:50 Cost-Cutting in Media and Its Consequences
13:36 The DSP Wars: Trends and Market Dynamics
23:25 Shifts from Linear to Streaming
25:23 Pricing Pressures in Advertising
27:45 The Future of TV and Streaming
30:10 Digital CPMs and Market Comparisons