Pending legislation may require Meta and Google to pay domestic news publishers for linking to articles. Both companies say they will block news content if it passes.
Report
| May 9, 2023
Expanded opportunities have made retail media’s rosy forecast even rosier. But retailers and buyers need to address the channel’s measurement, standardization, and complexity challenges.
Report
| Nov 8, 2023
Amazon’s $1.8 billion ad milestone solidifies a streaming leader: The launch of ads on Prime Video and Thursday Night Football are responsible for a meteoric rise.
Article
| Sep 27, 2024
Prime Day 2024 shatters records yet again as consumers stock up on essentials: Shoppers spent $14.2 billion online, spurred by significant discounts and the chance to get a head start on back-to-school needs.
Article
| Jul 18, 2024
Amazon muscles in on Google and Meta’s ad throne: Retail media and Prime Video propelled the company to a blockbuster 2023—and 2024 looks even brighter.
Article
| Feb 6, 2024
Amazon is growing into an advertising titan: The company’s ad revenues jumped 26% in Q3 thanks to football and a strong hold on retail media.
Article
| Oct 30, 2023
Calendar context: With the invention of Prime Day, Amazon created an industrywide retail holiday consumers can now count on in the summer each year. Last year, Amazon also launched its Prime Early Access Sale in October.
“We now have three key tentpoles,” said our analyst Andrew Lipsman on “Behind the Numbers: Reimagining Retail,” referring to Prime Day, the Prime Early Access Sale, and Black Friday. But spring remains untapped. “A question I get is, ‘Is Amazon going to do more of these?’ And I think the answer is yes, eventually,” said Lipsman.
Article
| Jul 19, 2023
Prime Day advertising had a higher ROI than last year: Amazon worked out kinks from 2022’s event that will help it secure relationships with sellers.
Article
| Jul 18, 2023
That's 10 times that of Microsoft, but that gap is slowly closing between Google and Microsoft in terms of search ad dollars. Google share will fall, Microsoft's will grow a little bit, and so by 2025 that gap won't be 10 times. It'll be closer to seven times. Moving on to social platforms, gents, and how they could cut into Amazon's product search dominance.
Audio
| Apr 19, 2023
Microsoft reports strong Q4 FY24 results with 19% surge in search and ads: The company’s next challenge will be to prove its AI investments can fuel continued growth.
Article
| Jul 31, 2024
Google's Q4 in a nutshell: The search giant had strong overall earnings with a slight ad revenue miss, bolstered by cloud success and generative AI innovation.
Article
| Jan 31, 2024
Now the dollars are still going up for Google, yes, the pie is getting bigger, but it does seem like some of that dominance is waning, especially in search ad dollars in the US. Ethan Cramer-Flood:.
Audio
| Sep 22, 2023
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| Nov 1, 2024
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| Nov 1, 2024
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| Nov 1, 2024
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| Nov 1, 2024
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Google’s tough year of regulation gets tougher: The EU is reportedly planning to penalize Alphabet for Google’s favoritism in search results.
Article
| Sep 26, 2024
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| Aug 1, 2024
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| Aug 1, 2024
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| Aug 1, 2024
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