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Key Question: What is the outlook for digital audio and podcasts across various metrics, channels, and platforms? Key Stat: Spotify will have over 50 million more listeners than its next closest digital audio competitor in 2024. Listener growth will be relatively slow for every major audio platform, with iHeartRadio鈥檚 4.5% bump leading the pack. Executive Summary.

Our take: Including creators in its campaign can help Visa make the most of its ad spend. Sponsored content from influencers can be a strong tool in generating brand awareness, and it鈥檚 especially impactful for reaching younger audiences, which Visa is targeting with this campaign.

Search, social, and customer ratings and reviews are the most influential channels for driving foot traffic and sales, according to SOCi鈥檚 Local Visibility Index 2024.

Privacy concerns are growing, with Fuzzy Panda claiming AppLovin is misusing Meta鈥檚 ad data to boost its ecommerce advertising鈥攕omething the company expects to be a major 2025 growth driver, which could trigger regulatory scrutiny from the FTC and California privacy regulators. Our take: AppLovin is under pressure, but investors and advertisers should wait for more information.

WBD grows streaming profits as TV revenues decline: It added 6.4 million Max subscribers, but TV ad declines and cord-cutting continue.

Walmart looks to make it easier for advertisers to buy its display ads: Walmart Connect鈥檚 new API should help it attract more ad dollars from smaller brands and marketplace sellers.

This deck provides an in-depth analysis of the home furnishings sector in ecommerce, including forecasts for sales growth, digital ad spending, and KPIs. It also highlights consumer shopping behaviors, spending trends, and the growing influence of social media.

Instacart projects healthy order growth thanks to Uber partnership, affordability initiatives: But profitability is under pressure as ad growth slows and basket sizes shrink.

Social commerce is gaining momentum in the UK鈥攚ith sales set to double by 2028鈥攁s major brands join TikTok and as more people shop on social platforms.

The continuing problem of made-for-advertising (MFA) sites and a number of reports from industry activist group Adalytics highlighting brand safety failures has put a spotlight on how DSPs are responding. 11% of worldwide website ad spend went to MFA sites, per a December 2024 Pixalate study.

They made Advantage Plus shopping campaigns a big focus in the last quarter of the year. It overlaps with the holiday season and a big cyber five period and they saw price per ad jump a pretty significant amount. I think it was 14%. Just shows that there's strong demand for this ad format among retailers or eCommerce brands. Yeah, I think that AI is really helping this company out a lot.

VIZIO鈥檚 SmartCast OS will enhance Walmart鈥檚 retail media network, offering brands a more precise way to target shoppers using Walmart鈥檚 first-party data. Streaming ads will enable Walmart to reach consumers beyond its website and stores, positioning it as a more competitive ad partner against Amazon and Google.

Companies large and small will net hundreds of billions in US incremental ecommerce and digital ad dollars in the next two years. Who will be the big winners?

Post-relisting, TikTok skyrocketed past US rivals in downloads, reclaiming its dominance while RedNote, once a rising competitor, struggles to keep users.

TMN ad spending will represent a fraction of total digital ad spending. TMN ad spending as a share of digital ad spending is set to increase modestly, from 0.7% in 2024 to 0.8% in 2026. While commerce media will continue to be dominated by ad spending on RMNs, TMNs make up a distant second tier, ahead of ad spending within the still-nascent financial media network (FMN) cohort.

AppLovin is setting its sights on ecommerce: Executives plan to attract spenders and grow revenues with a slew of ad product launches.

Amazon鈥檚 play: Amazon鈥檚 ecommerce channel ad revenues, which are included within retail media spend, will approach $30 billion this year, accounting for 76.2% of all ecommerce channel ad spending in the US, according to our forecast.