蘑菇AV

Google currently controls 50% of the US search ad market, and its share will fall below 50% for first time next year according to our forecasts. He says that a forced breakup could accelerate that, but that share is already going down. It's already going in the wrong direction, and we already are looking at a different search ad revenue universe in two years time even without the Google breakup.

But nearly every platform also ventured into search ads to capitalize on growing social product search behaviors, making it fertile ground for competition in 2024. Social commerce is still a highly fragmented space. No social app has conquered commerce, and current approaches diverge significantly. TikTok is the app to beat.

Amazon now accounts for 21.6% of search revenues due to its dominant position in product search, according to our forecast, but Walmart, TikTok, Snapchat, and Meta, among others, are all exploring chatbot-powered search. Chatbot platforms such as OpenAI and Anthropic could also add advertising in the future. New formats will shake up search advertising.

But thanks to the launch of some new ad formats, as well as more and more ads inside Reels, Other ads will begin to grow quickly: Other ads鈥攚hich includes Reels, ads inside the Explore tab, and search ads鈥攚ill represent 15.0% of Instagram鈥檚 revenues in 2023 and 25.5% in 2025. Instagram is becoming a more complicated ecosystem.

AI and ad revenues lift Microsoft鈥檚 fiscal Q1: Company鈥檚 AI-powered ad platforms draw advertisers amid enterprise cloud gains.

Google鈥檚 accelerated AI investments keep it ahead in tech, even as rivals and regulators close in.

Apple鈥檚 services include music-, game-, and video-streaming plans; search revenue from Google; and product warranties that together accounted for $24.21 billion in revenue in its fiscal Q3, a 14.1% increase YoY. Apple Intelligence will come standard on iPhone 16 models, but we expect wider subscription options as these features are refined over the next two years.

The tool could shift users away from Google and Bing, embedding AI search across Meta鈥檚 ecosystem and unlocking fresh ad revenue streams.

Ad spending projects to hold strong in healthcare and pharma: Here鈥檚 why health and pharma marketers are prioritizing some media channels over others.

Although search ads are largely automated, they aren鈥檛 captured in our programmatic ad spending forecast. CTV splits its vote between walled gardens and the open web. Streaming platforms are notorious for keeping consumer data close to their chests.

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

I don't know if we can determine when the first outdoor poster or slate or whatever was created. 1922 is the first radio ad. 1941, first TV ad for Bulova watches. 1978 was the first email ad, which surprised me a bit because email as we know it didn't really exist until the mid '90s, but this is in old chat forums and it was the first spam ad. 1994 was the first online ad, and 1996 was the first search

CPG ad buyers are hugely important for both display and search advertising鈥攂ut not equally so. CPG companies will spend a robust $16.18 billion on search ads this year, but 56.5% of their digital ad outlays will still go to display. Among devices, CPG favors mobile more than most other industries do, with 69.1% of spending going to smartphone and tablet ads.

Contextual targeting gives Reddit an edge: The platform is expanding a feature that let advertisers buy space in highly specific comment sections.

Starting in 2024, retail media will be the fastest-growing ad channel we track, and it is still made up predominantly of search ads. As this happens, smaller walled gardens will partner with their behemoth counterparts to prop up their ad businesses.

The growth in retail media ad spending in these three countries will outpace all other formats for years to come. It鈥檚 thus gaining an important place at the ad budgeting table.