蘑菇AV

US sales are expected to be up 17.5% this year, reaching $1.31 billion. Global sales will climb 16.5% to $2.26 billion. Revenues are expected to continue growing鈥攖hough at a slower rate鈥攊n upcoming years. However, sales are still down significantly from before Musk鈥檚 takeover. Ad revenues were $4.5 billion in 2021, the platform鈥檚 last year as a publicly traded entity.

In part due to this earnings season, we took our 2024 US search ad spending forecast from 11.1% to 14.5% growth as AI-integrated search rolled out faster than expected. Our 2024 US retail media forecast dropped from 26% to 20.4% due to total growth overexpectations from channel leaders.

Strong growth in digital ad spending will continue in 2025. Digital ad spending growth in 2025 will maintain most of 2024鈥檚 momentum. Advertisers will increase spending in 2025 by 12.5% YoY, a slight dip from 2024鈥檚 15.0% growth. But that will be enough to push digital鈥檚 share of total US ad spend past 80%.

Publicis wins Coca-Cola鈥檚 US media business: WPP loses the $785 million account as Coca-Cola separates creative and media.

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.

Younger consumers are increasingly turning to these services, and FAST options like the Roku Channel, Pluto TV, and Tubi account for a higher share of US TV use (4.3%) than Peacock, Max, and Paramount+ combined (3.7%), per a Nielsen Gauge report, indicating these channels are gaining value.

Despite senators urging Trump to extend the deadline鈥攁nd despite nearly 70% of US adults opposing a ban, per Pew Research鈥擳ikTok鈥檚 future in the US is far from certain. As a consistent source of ad revenue growth, the possibility of a US ban is causing advertisers to spend less on the platform and CPMs to fall 80% YoY.

TikTok videos over 60 seconds perform best, study finds: The shift requires advertisers to rethink their short-form video strategy to meet consumers where they are.

US eCPMs for digital video, display, and audio formats fell in Q2 2024鈥攖he average decrease was slight on a QoQ basis but more pronounced on a YoY basis.

The impact: Healthcare and pharmaceutical advertisements account for $22.09 billion (7.3%) of the $310.19 billion in US digital ad spending, per our forecast. Healthcare and pharmaceutical companies are frequent TV advertisers, and a D2C ad ban could deal a blow to networks鈥� advertising revenues.

US ad spending faces a slowdown: Economic uncertainty, tariffs, and inflation are prompting advertisers to cut budgets, with 2025 ad growth forecasts declining.

And more than half of the top 15 news publisher sites in the US saw their search visibility decline. While the March 2024 update did stamp out some sites that leaned hard on AI to generate their content, it also punished many sites that did not.