蘑菇AV

On today鈥檚 podcast episode, we discuss why Google is now keeping third-party cookies, who鈥檚 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.

This is the first installment of our 鈥淯K Ad Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

This is the first installment of our 鈥淯K Ad Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.鈥�

Brazil鈥檚 digital economy is rapidly evolving, fueled in part by ecommerce growth. Our three-report collection explores key trends and opportunities shaping Brazil鈥檚 commerce landscape in 2025.

The top two desired search innovations consumers are looking for are real-time search results with up-to-the-minute information (38%) and more relevant product recommendations (34%), per an October 2024 survey from adMarketplace, Veridata, and TEAM LEWIS.

Organizations will prioritize governance in 2025 as they ramp up genAI investments in pursuit of business transformation.

Google鈥檚 visual intelligence upgrade puts real-time discovery in users鈥� hands, opening doors for brand integration and premium engagement.

It's made recent just general search initiatives and search ad initiatives. So early this year it launched an image search feature for TikTok shop. So directly linked to the products that people will be searching for, which I think was pretty smart. And then in September, so a few short months ago, it introduced the its TikTok search ads campaign.

Approximately two-thirds (66.9%) of Amazon鈥檚 $45 billion in retail media revenues come from on-site search ads fueled by the company鈥檚 vast ecommerce dominance. Furthermore, Amazon鈥檚 diminishing YoY growth rates in retail media signal that the ecommerce giant is reaching the limitations of on-site monetization.

Digital鈥檚 share of total media ad spending will hit almost 78% in 2024 and exceed even this high number in some industries. This report looks at some factors that correlate with an industry鈥檚 digital spending.

Inside Puma鈥檚 biggest campaign to date: The 鈥淕o Wild鈥� campaign takes a multichannel approach and could help Puma exceed its 2025 expectations.

Marcus Johnson (13:27):. ... because Google's share of the search ad revenue pie has been heading in the wrong direction for a while, way before the announcement of SearchGPT, dipping below 50% for the first time this year, according to our estimates. So, from 2022 to 2026, we expect Google's share to fall eight points, from 55% to 47%, that's of the search ad revenue pie in the US, by 2026.

Video ad spending continues to outpace overall digital ad spending and will power the fastest-growing ad-supported media.

This is the second installment of our quarterly 鈥淎d Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

Chegg is suing Google, claiming AI Overviews steal its content and cut its traffic. The case highlights fears that AI-driven search is eroding content creators鈥� business models.

Why it matters: Although Google鈥檚 share of search advertising revenues dropped below 50% for the first time this year, the company remains the ad goliath all challengers must contend with. Google鈥檚 declining digital ad share is partly due to competitive pressures from the likes of Amazon and TikTok.

How can ad buyers calibrate their ad spending and budget allocations against average for their industry, and how can publishers and solution providers assess whether their ad revenues are in line with industry trends?

How can ad buyers calibrate their B2B ad spending and budget allocations against the market, and how can publishers and solution providers assess whether their ad revenues are in line with industry trends?

Social search ads and genAI players like ChatGPT and Perplexity also pose a threat to traditional search ad revenues. But Google isn鈥檛 going away. 鈥淕oogle鈥檚 status as the default search engine across most major browsers and devices will help protect its dominance,鈥� Mitchell-Wolf said. 3. Retail media will face growing pains.

In January, the most interesting retailers capitalized on New Year鈥檚 trends like resolutions, lower-alcohol consumption, and an influx of holiday returns. Poshmark and Sephora introduced new partnerships, while Amazon and Temu increased their own retail media-related offerings. Here are the eight most significant retail developments of January 2024, ranked by their potential market impact.

Note: Digital ad spending includes banner ads and other (static display ads such as Facebook's News Feed Ads and X's Promoted Posts), classified ads, email (embedded ads only), mobile messaging (SMS, MMS, and P2P messaging), rich media (including in-stream and outstream video ads), search ads (including contextual text links, paid inclusion, paid listings, and SEO), sponsorships, lead generation (referrals