Agencies Swear The Tariff Recession Isn't A Thing; Netflix Licenses Spotify Video Podcasts, Ads Included | AdExchanger
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Agencies Swear The Tariff Recession Isn't A Thing; Netflix Licenses Spotify Video Podcasts, Ads Included | AdExchanger
"Take Publicis Groupe, which exceeded analyst forecasts ye t again with an organic YoY growth rate of 5.7% for the quarter. As reported on Tuesday , the agency also raised its annual guidance a second time, to between 5% and 5.5% for the year. On the call with investors, CEO Arthur Sadoun that all those long-feared, tariff-induced cuts in client spending haven't materialized - and that instead, there's been an "acceleration in client demand" for the AI products and services."
"Video Saved The Podcast Star The multi-year licensing agreement initially centers on 16 podcasts, most of which are produced by Spotify-owned The Ringer, including "The Bill Simmons Podcast" and "The Rewatchables," as well as some Spotify Studios-produced shows. These podcasts will stream concurrently on Spotify and Netflix starting in early 2026 - and notably, they will no longer stream on YouTube."
Publicis Groupe posted 5.7% organic year-over-year growth for the quarter and raised annual guidance to between 5% and 5.5%. CEO Arthur Sadoun reported that anticipated tariff-driven client spending cuts did not materialize and that client demand for AI products and services accelerated. Spotify secured a multi-year licensing deal centering on 16 podcasts to stream concurrently on Spotify and Netflix beginning early 2026, removing those shows from YouTube. Host-read ad spots will remain on Netflix across subscription tiers, while Netflix ad placements and revenue-sharing terms remain unclear. Video ads deliver higher CPMs, prompting Spotify's video push amid growing digital audio ad spend.
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