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Retail continues to lead digital ad spending in France, though its share is diminishing as other sectors gain momentum. Overall, digital ad spending is seeing strong growth, driven by an improving economy and increasing investments across industries.

The North American auto industry was 鈥渂asically built on free trade between Canada, Mexico, and the US,鈥� said Briggs. But now, it鈥檚 facing major hurdles. "The average part crosses the US-Canadian or Mexican border seven or eight times before final assembly," said Briggs.

Hobbies and interests had a 1.9% clickthrough rate (CTR) in Q2 2024, putting the industry ahead of others including arts and entertainment (1.2%) and automotive (1.2%), according to exclusive data from AdRoll.

Auto industry sentiment is shifting toward higher levels of vehicle autonomy, with conditional and high automation expected to nearly double by 2035, per IBM. This bodes well for Mobileye, whose design wins in ADAS and next-generation autonomous tech align with where automakers are headed鈥攑ositioning the company as a long-term enabler of the sector鈥檚 evolution.

An industry in flux: Announced in December for a possible 2027 completion, the $60 billion merger between the two Japanese car companies would have created the world鈥檚 third-largest automaker, potentially reshaping global competition as the industry shifts to electric vehicles (EVs).

Yeah, I think the auto industry is a great microcosm of that. Well, macrocosm, I guess.

Tariffs could add $12,000 to new car prices, drive up costs for electronics, and inflate grocery bills. Marketers must pivot to value-driven messaging as economic uncertainty reshapes spending.

The US auto industry is so deeply integrated into Canada and Mexico that tariffs would be crippling, effectively resulting in the US taxing itself. A 25% tariff would wipe out most of the adjusted earnings for General Motors, Ford, and Stellantis, according to a Wells Fargo analysis.

The delay will apply to all products covered under the USMCA free trade treaty, and follows a one-month tariff exemption granted to the auto industry. But tariffs are still on the table unless Mexico and Canada can demonstrate significant progress in their efforts to curb illegal immigration and drug trafficking.

Auto brands will largely be absent from the Super Bowl: Once a stalwart of TV ad spending, carmakers are prioritizing cheaper ad channels.

The DOT鈥檚 halt on EV charging projects disrupts a $5B initiative. The move risks stalling consumer adoption and industry momentum.

Another high-profile absence from this year's ad offerings is the automotive industry; only Stellantis-owned brands Jeep and Ram will make an appearance. Kia, which has advertised in 14 of the last 15 Super Bowls, will sit this one out. Automotive ads have gone from making up 35% of Super Bowl ads to 8% in the last decade, according to Adweek.

This means new ways to engage with consumers and new data streams that could reshape the automotive marketing experience. Key Question: How will connected cars and EVs create new advertising opportunities and reshape consumer engagement with the automotive industry?

Could tariffs cause the US auto industry to crash? Yes. Tariffs would make vehicles more expensive, disrupt supply chains, and force automakers to absorb losses. Some industry leaders warn that tariffs could make vehicle production in North America unviable. Hardly any auto companies will emerge unscathed from the tariffs, even those with a considerable manufacturing presence in the US.

Tesla leads EV charge, but competition is around the corner: Tesla鈥檚 expansion is unparalleled, but so are its recalls and safety issues. Meanwhile, the rest of the automotive industry is slowly but steadily catching up.

Several foreign carmakers saw US sales surge in March: But that momentum is likely to stall given the 25% tariffs on imported vehicles and imported auto parts set to take effect by May 3.

Tariffs are a heavy burden for foreign automakers: Toyota, Nissan, and Mazda are among the companies that stand to be hit hard by punishing US auto duties.

A 25% import tax reshapes car manufacturing, penalizing even US assembly and likely triggering consumer price hikes and marketing budget cuts.

How can ad buyers calibrate their ad spending and budget allocations against average for their industry, and how can publishers and solution providers assess whether their ad revenues are in line with industry trends?

Auto insurance rates draw a candidate鈥檚 attention: The insurance industry ran a fact-check after former President Donald Trump promised to cut auto insurance premiums in half if elected.

Data Drop: 5 Charts on the State of the US Auto Industry (蘑菇AV subscription required). US Connected Cars 2024 (蘑菇AV subscription required).