蘑菇AV

Methodology: Estimates are based on the analysis of various elements related to the ad spending market, including macro-level economic conditions, historical trends of the advertising market, historical trends of each medium in relation to other media, reported revenues from major ad publishers, estimates from other research firms, data from benchmark sources, consumer media consumption trends, consumer

The news: Cloudflare, which serves 20% of the web and 35% of the Fortune 500, launched beta tests of Pay per Crawl, a private marketplace that lets websites charge AI companies for scraping content. It鈥檚 a strategy other content delivery networks (CDNs) will likely follow that could signal the end of AI鈥檚 unchecked scraping. Key takeaway: Though still in beta, Pay per Crawl could give websites a new layer of protection鈥攁nd a path to profit鈥攊f AI companies agree to pay for content they've long used without compensation. If AI wants to keep reading the internet, it may finally have to pay the bill.

He argued that Amazon should avoid self-preferencing and instead take a more 鈥淢eta-like鈥� approach, focused on monetizing its owned channels rather than locking out rivals. The remarks come as Amazon鈥檚 advertising revenues continue to surge. Amazon is on pace to generate $66.64 billion in global ad revenues this year鈥攗p 18.6% from 2024鈥攚ith a trajectory to cross $90 billion by 2027, per our forecast.

Protogiannis called it the most exciting development yet, noting that it helps link real audience behavior to media spend. In an industry increasingly focused on accountability, Nexxen and LG Ad Solutions are showing how advanced tools and human analysis can work together to deliver deeper insights and more confident decision-making.

Canada ranked No. 2 globally in cross-border retail ecommerce buyer penetration, according to our December 2024 forecasts. More than half (56.1%) of digital buyers were forecast to make transactions outside of the country (mostly the US) in 2025. But tariffs on US consumer goods and services will reduce demand significantly.

Streaming services are leaning more on advertising than they used to, resulting in increased overall ad spending but lower ad prices.

The news: Linear ad impressions declined 4.25% YoY in Q1, falling from about 92% of impressions in early 2023 to around 86% in March 2025, per iSpot鈥檚 Q1 TV Ad Transparency Report. But despite the decline, linear ad spend grew 4% in Q1, reaching $12.34 billion鈥攊ndicating that while audience preferences are shifting, advertiser interest in linear remains steady. Our take: The most effective ad strategies will strike a balance between sustaining investment in linear to capitalize on its scale and reliability, and steadily increasing investment in streaming to align with evolving viewer behavior and future-proof campaign performance.

But Albertsons鈥� loyalty program (44 million members) was only about four times smaller than Amazon Prime membership, highlighting the value of first-party data beyond just ecommerce. Broader forces are creating tailwinds for off-site retail media. Led by social commerce, the era of shoppable media is here. Changes in upper-funnel channels are giving retailer data a bigger role in marketing.

鈥淎s retail media has grown, the landscape has become increasingly complex and fragmented, said 蘑菇AV principal analyst Sky Canaves during last week鈥檚 蘑菇AV's summit on Commerce Media Trends 2025. 鈥淐omparisons are hard when standards vary across channels and platforms.鈥�

Brazil鈥檚 digital economy continues to thrive, driven by shifting advertising trends and increased social media usage. This report series explores key media consumption trends in Brazil in 2025.

Commerce media has already extended off-site, into other channels like connected TV (CTV) and social media, but now people are talking more about incorporating it into audio and newsletters, according to Matt Shapo, director of digital audio and video for the Interactive Advertising Bureau (IAB).

The news: Google reduced its sub-$500 million smart TV budget by 10%, laid off a quarter of its 300-person TV staff, and scaled back investments in connected TV (CTV) initiatives like Google TV and Android TV, per The Information. The latest changes prioritize YouTube and cloud, which now drive Alphabet鈥檚 $110 billion annual run rate. Our take: Advertisers should reallocate budgets toward YouTube鈥檚 growing ad ecosystem while exploring emerging CTV platforms like Roku and Amazon Fire TV. Google鈥檚 retreat creates openings for competitors to capture market share in CTV advertising.

Why it鈥檚 happening: Platforms face slowing ad growth, rising tech infrastructure costs, and supporting gigantic agency-facing teams鈥攁s Meta and others do鈥攊s expensive. If platforms鈥� genAI tools can replace agency support functions鈥攍ike campaign setup, asset creation, or reporting鈥攊t could justify reducing headcount in those areas, turning what were once essential roles into potential cost savings.

Methodology: Estimates are based on the analysis of various elements related to the ad spending market, including macro-level economic conditions, historical trends of the advertising market, historical trends of each medium in relation to other media, reported revenues of major ad publishers, estimates from other research firms, data from benchmark sources, consumer media consumption trends, consumer device

On today鈥檚 podcast episode, we discuss our 鈥榲ery specific, but highly unlikely鈥� predictions for 2025. What would happen to the social media world if OpenAI bought Snap, what if Starbucks launched a Stablecoin, and why some companies might still want to buy linear networks. Join Senior Director of Podcasts and host Marcus Johnson, Vice Presidents of Content Suzy Davidkhanian and Paul Verna, and Principal Analyst Yory Wurmser. Listen everywhere and watch on YouTube and Spotify.

The news: Cannes Lions 2025 marked a shift in retail media strategy, with platforms like Pinterest and Reddit forging deeper ties with retailers. CVS announced a clean room data partnership with Reddit to allow targeting based on shared first-party data, launching a Sensodyne and Advil campaign this fall. Pinterest partnered with Instacart to enable shopping from pins and connect ad exposure to sales via closed-loop attribution. Our take: Social platforms are becoming full-funnel retail media environments. By fusing community context with purchase signals, these integrations aim to blend discovery and commerce in real time鈥攑aving the way for more data-rich, measurable campaigns.

The news: Temu鈥檚 foothold in the US is shrinking as the company pulls back sharply on advertising. Weekly sales slumped more than 25% YoY between May 11 and June 8, according to Bloomberg Second Measure. Our take: Given the importance of the US market to Temu and its merchants, it鈥檚 possible that its current pause on US ad spending and shift to Europe is a temporary effort to regroup as it searches for a business model more resistant to tariffs and the end of de minimis. At the same time, the longer the pause goes on, the more ground it will cede to Shein and other competitors鈥攁nd the harder it will be to regain market share.