Unfiltered Media

Kelly Williams in Cannes 2025


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In this episode, the conversation digs into the resurgence of the UK's premium TV marketplace, the linear-to-streaming transition, and why importing US assumptions into the UK market is a mistake. The guest also outlines the business's five-pillar proposition and the big bet on reaching small and mid-sized advertisers through Universal Ads.

  • The UK TV market returned to growth last year, driven by digital, big events, and the streamers entering the market — with established players also growing.
  • Streaming is described as the current growth engine of the business, as it manages the transition from linear viewing.
  • A five-pillar proposition: mass reach, addressability at scale with significant data, creative solutions, outcome measurement, and revenue diversification (YouTube, interactive and gaming, affiliate marketing).
  • Why the UK is "subtly, very, very different" from the US — a long-established, well-funded free TV market.
  • The SME and mid-size brand opportunity: ~3 million advertisers in the UK vs. the ~8,000 the business deals with — with "hard to buy" as the key barrier.
  • Universal Ads (with FreeWheel/Comcast) positioned as a buying platform for the "fat end of the long tail," built for someone with a credit card rather than the media agency world.
  • On collaboration vs. competition: broadcasters still compete for agency and big-advertiser business, but expect more collaboration — and possible consolidation — over the next five to ten years.
  • 2026 optimism tied to content: ITV becoming lead broadcaster for the Six Nations in Q1, and the biggest-ever World Cup (expanding from 32 to 48 teams).
  • Asked to put a figure on market growth, the guest offered "Plus five" before declining to predict further.
Key takeaways
  • The UK premium TV market is back in growth, led by digital and big events, with established players also up.
  • Streaming is the named growth engine as the business manages the linear-to-streaming transition.
  • The proposition rests on five pillars: mass reach, addressability with data, creative solutions, outcome measurement, and revenue diversification.
  • The biggest opportunity is the SME and mid-size 'fat end of the long tail' — ~3M UK advertisers vs. ~8,000 currently served — held back because TV is hard to buy.
  • Universal Ads (FreeWheel/Comcast) is a collaborative buying platform built for a credit card, not the agency world; broadcasters still compete on agency and big-advertiser business.
  • 2026 is expected to be strong on the back of the Six Nations (ITV as lead broadcaster) and an expanded 48-team World Cup; growth guidance floated at 'Plus five.'
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Unfiltered MediaBy Justin Lebbon & Ian Whittaker