Forecasts
| Mar 27, 2024
Source: ĢAV Forecast
Reddit was the fifth highest-visibility domain in Google’s organic search results in July 2024, up from No. 68 in July 2023, according to Sistrix. And since going public in March 2024, the company has introduced new ad products and search improvements.
Article
| Sep 5, 2024
Chart
| Nov 1, 2024
Source: Meta; Snap Inc.; Pinterest; Reddit
Chart
| Nov 1, 2024
Source: Google; Microsoft
Chart
| Nov 1, 2024
Source: Meta; Snap Inc.; Pinterest; Reddit
Chart
| Nov 1, 2024
Source: Amazon
Digital ad giants beat Q1 expectations, but tariffs, regulation, and slowing growth signal choppy waters ahead. This report breaks down which platforms are thriving, which are stalling, and what’s next for search, social, streaming, and retail media.
Report
| May 16, 2025
The news: While brands invest heavily in social media giants like Instagram and Facebook, smaller platforms are showing steady growth—indicating a future where ad opportunities go beyond the big players. While the Meta platforms make up an enormous 72.5% of US social network ad spending, smaller social media platforms are holding their own, experiencing growth at a similar rate to Meta. Our take: While advertisers shouldn’t discount the massive reach Meta offers, smaller players are increasingly valuable for driving results, especially as competition intensifies on larger platforms.
Article
| Jun 24, 2025
YouTube pause ads grow with smart TV rollout: As YouTube explores passive ad formats, it must balance ad revenue with audience satisfaction amid mixed reactions from users.
Article
| Sep 12, 2024
Advertisers seek dismissal of X boycott lawsuit: Regardless of the outcome, X still needs to prove itself as a viable channel for advertisers.
Article
| May 19, 2025
Report
| May 2, 2025
Accused of undercutting web traffic and ad revenue, the feature faces antitrust scrutiny in an already heated legal climate.
Article
| Sep 11, 2024
Retail media ad spending in the US will reach almost $55 billion in 2024, as 屹پ’ focus on off-site spending intensifies.
Report
| Jun 11, 2024
The number of streaming services with at least $1 billion in US connected TV (CTV) ad revenue is set to quadruple from 2020 to 2026, per our March 2024 forecast. The boom isn’t without its growing pains, though. Advertisers still need to face confusion with fragmentation, unreachable audiences who pay for ad-free streaming, and problems with campaign measurement. We delve into these three challenges and provide solutions.
Article
| Sep 10, 2024
Since Q3 2023, Google has seen double-digit worldwide digital ad revenue growth—more than doubling that of Microsoft’s, according to the companies’ earnings.
Article
| Aug 28, 2024
Impressive Q2 results for Alphabet: Google's search and YouTube ad revenues fuel substantial growth, highlighting the company's strategic focus on high-growth areas.
Article
| Jul 24, 2024
YouTube's growth continues: Ad revenues rise, Shorts’ outlook improves, and AI tools expand despite challenges from competition and ad blockers.
Article
| Jul 24, 2024
In the wake of slowing remittance volume, the company’s financial media network can help it diversify and boost revenues
Article
| Apr 25, 2025
Musk says Twitter will share ad revenue with creators: There’s a catch—they have to subscribe to Twitter Blue first.
Article
| Feb 9, 2023
We expect Twitter’s worldwide ad revenues to plummet by 27.9% this year as advertisers continue to pull back spending.
Article
| Apr 11, 2023
The news: Capital One, after acquiring Discover, plans to significantly expand its card businesses using Discover's network. This allows the bank to boost profitability and enhance offerings. CEO Richard Fairbank emphasized new services, including attractive rewards for debit cards and compelling credit card deals, funded by increased interchange revenues. Our take: Capital One's Discover acquisition maximizes its expanded infrastructure. Owning a payment network allows Capital One to capture more interchange revenue, reinvesting it into more competitive debit and credit card products. This approach will appeal to consumers facing financial uncertainty, promising better rates and rewards, strengthening Capital One's market position and ability to attract/retain customers.
Article
| Jul 1, 2025
Two-thirds of US retail media buyers expect to spend more on video advertising over the next 12 months, according to March 2025 data from Koddi. Nearly as many (63%) will up their investments in social media.
Article
| Jun 18, 2025
Connected TV's ascendancy: GroupM's mid-year forecast points to a significant surge in CTV advertising, signaling a pivotal shift in media consumption and ad strategies.
Article
| Jun 13, 2023
The news: Google launched “Portraits” on Thursday, a new experiment that creates AI-generated versions of influencers that offer users notes and advice using the voice of the individual they’re based on. Described as “personalized AI coaching built alongside real experts,” Portraits is built in partnership with the AI celebrity’s real-life counterpart. Our take: Google’s experiment, while it may not connect with every audience member, could prove effective at increasing time spent with Google’s AI offerings, drawing attention away from competitors like Meta AI and potentially unlocking a new revenue stream if Google monetizes in the future.
Article
| Jun 6, 2025
Article
| Oct 31, 2023