The DOJ’s proposal to unwind Google’s ad stack could reshape digital advertising—potentially leveling the playing field for advertisers and giving publishers more leverage
On today’s podcast episode, we discuss why Google is now keeping third-party cookies, who’s most likely to buy Chrome if they have to sell it, and the impact of AI Overviews so far. Join Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Principal Analyst Yory Wurmser. Listen everywhere and watch on YouTube and Spotify.
Following Google’s second antitrust loss in under a year, Google is at a crossroads. The recent ruling that Google maintains an illegal monopoly on ad tech, combined with last year’s ruling of antitrust practices in online search, could reshape digital advertising.
Apple Q2 revenues grow 5% YoY, but Services are slightly below expectations: Despite revenue gains, tariffs and an antitrust case could cause the tides to turn.
Meta revenues up 16% YoY in Q1: The company started the year off on a positive note, but tariffs could foreshadow strife.
President Donald Trump’s shifting stance on tariffs has created a volatile environment for both consumers and retailers. With some Chinese goods facing tariffs as high as 245% and a blanket 10% on most imports, the market is seeing rapid shifts in consumer behavior, supply chains, and strategic planning.
Google’s core businesses remain strong in Q1: Browser scrutiny and AI search shifts could test the foundation of its power
CTV ads reach less than 20% of households: The findings indicate that advertisers need a more strategic approach to capitalize on CTV’s massive potential.
YouTube shows virtual influencers are gaining traction: While the technology promises innovation, not all consumers are buying in.
Only 30% of ad industry professionals have fully-scaled AI across their media campaign cycles, according to January data from the Interactive Advertising Bureau (IAB).
Google AI Overviews decrease CTRs: A new study bolsters claims that Google controls both the search experience and the advertising ecosystem.
YouTube’s Shorts push favors quick hits over deep engagement, leaving influencers to balance reach with revenue in an uncertain ad economy.
Retailers are feeling the ripple effects of new tariffs as consumers brace for higher prices. While some shoppers accept the trade-off, many are already adjusting their habits—from cutting back on fast food to seeking out deals. To stay competitive, brands must focus on value, transparency, and smart messaging. Here are five key stats on how tariffs are shaking things up.
Streaming grew in March, but tariffs could threaten the CTV ecosystem: Despite upward trends, the CTV ad market could become stagnant in the year ahead.
Vizio boosts Walmart’s retail media edge: New beta program brings exclusive connected TV inventory under Walmart’s direct control.
On today’s podcast episode, we discuss how March Madness viewership stacked up this year, if women’s college basketball was able to sustain the bump from the ‘Caitlin Clark effect’, and how viewers of women’s sports are both different and the same. Join Senior Director of Podcasts and host Marcus Johnson, Analyst Paola Flores-Marquez, Vice President of Content Paul Verna, and Vice President of Inclusive Insights Charlene Polite Corley. Listen everywhere and watch on YouTube and Spotify.
Tariffs may reduce US social media ad spend by $10 billion in 2025, or 10% versus our existing forecast.
BeReal launches its US ad business: The platform is looking to capitalize on TikTok’s uncertain future in the US.
Markets rally, but marketers hold their applause: Trump’s tariff pause could still keep ad execs on edge, given market volatility and long-term planning risks.
41% of US advertisers expecting budget cuts due to tariffs plan to cut from social media, while 24% plan cuts to linear TV and gaming, per February 2025 from the Interactive Advertising Bureau (IAB).