— Topic —
3 receipts tracked • 100% industry hit rate
WPP, Publicis, Omnicom, IPG, Havas, Stagwell, Dentsu.
— Filed —
RECEIPT #KAWAJA
NOV 14, 2024
PREDICTION BY
Terry Kawaja“2025 is going to be an excellent year for digital advertising. ... All of these things are leading to a much stronger 2025.”
FOLLOW-UP
The prediction came true as digital ad spending surged past $750 billion worldwide in 2025, confirmed by multiple reports (eMarketer, Oberlo, Dentsu), indicating significant growth. M&A activity also showed a rebound, as noted by IAB's outlook.
ORIGINAL SOURCE
Beet.TVRECEIPT #KAWAJA
MAY 19, 2014
PREDICTION BY
Terry Kawaja“The recent flurry of media M&A activities, including the AT&T DirecTV deal, means that the big players are lining up their assets in advance of the inevitable convergence of TV and digital video.”
FOLLOW-UP
AT&T-DirecTV closed 2015; Disney-Fox 2019; WarnerMedia-Discovery 2022; converged TV/CTV is now the dominant ad-buying narrative. Kawaja called the structural arc a decade early.
ORIGINAL SOURCE
Beet.TVRECEIPT #KAWAJA
JUN 23, 2014
PREDICTION BY
Terry KawajaParaphrase: Fragmentation happens, so get used to it.
FOLLOW-UP
Fragmentation continued exactly as Kawaja predicted: the LUMAscapes kept growing (martech alone hit 14,106 logos in 2024), and the consolidation buyers were told to stop waiting for never arrived at the long-tail level.
ORIGINAL SOURCE
Beet.TV (Cannes Lions)