蘑菇AV

From 2025 to 2029, retail media search ad spending growth (11.2% CAGR) will outpace both retail ecommerce sales growth (6.9% CAGR) and overall US digital ad spending growth (8.5%). By 2029, retail media search will represent 11.6% of US digital ad spending, up from 8.0% in 2020. Retail media search is dominated by one company.

Digital ad spending in the payments industry is set to surge as consumers start to get through the financial headwinds of the past few years. We look at where payment providers should focus their ad spend to maximize returns.

鈥淭he basic end goal here is any business can come to us, say what their objective is鈥�tell us how much they are willing to pay to achieve those results, and then we just deliver as many results as we can,鈥� Meta CEO Mark Zuckerberg said.

The Trade Desk (TTD) posted Q2 revenues of $694 million, up 19% YoY and above expectations, driven by strength in connected TV and premium open-web inventory. However, cautious Q3 guidance cited slower advanced adtech adoption among large brands, macroeconomic budget pressures, and tariff-related spending risks. Shares fell nearly 40% in a day. For advertisers, the story underscores the open web鈥檚 importance as an alternative to walled gardens, with US programmatic open-web spend forecast to reach $48.8 billion by 2027. TTD鈥檚 future growth hinges on CTV, cross-channel targeting, and clean-room data collaboration to deliver premium inventory at scale.

Warner Bros. Discovery posted strong Q2 2025 results, with studio revenues rising 55% YoY to $3.8 billion and HBO Max adding 3.4 million subscribers. A major company split is planned for 2026, separating Max and the studio from WBD鈥檚 legacy TV networks. Max is gaining momentum in a crowded market, with restrained ad loads and projected 85% growth in US ad revenues by 2027. With $10.76 billion earmarked for original content next year and major IP releases coming, WBD is positioning Max and its studios for standalone success. The split could offer investors a clearer, more compelling growth story.

The news: Instacart鈥檚 efforts to win over more cost-conscious consumers and its growing suite of enterprise and advertising solutions helped the company handily beat Q2 expectations. Coming on the heels of record quarters for DoorDash and Uber, Instacart鈥檚 strong results point to resilient demand for delivery services in an otherwise challenging consumer environment. Instacart鈥檚 strong Q2 shows that the company is well-equipped to manage any slowdown in US digital grocery sales鈥攁s well as fend off growing competition from Uber and DoorDash. The surge in orders will be particularly reassuring to advertisers, particularly the many CPGs looking to increase marketing spend.

Turbulence in trade relations is changing how China鈥檚 ecommerce platforms do business in the US, with spillover effects on US retail and advertising.

According to the IAB, US CTV ad spending is expected to reach $26.6 billion in 2025, up from $23.7 billion this year. While social video still edges CTV in growth, the space is rapidly attracting attention thanks to its blend of mass reach and digital precision. Most major platforms prioritize direct brand deals and managed service buying.