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Temu and Shein ad impressions dropped to 0% as both retailers effectively cut off Google Shopping ad spend in April.

Google expands ads into AI Mode: But marketers lack visibility into performance as analytics gaps persist.

Following Google鈥檚 second antitrust loss in under a year, Google is at a crossroads. The recent ruling that Google maintains an illegal monopoly on ad tech, combined with last year鈥檚 ruling of antitrust practices in online search, could reshape digital advertising.

The DOJ鈥檚 proposal to unwind Google鈥檚 ad stack could reshape digital advertising鈥攑otentially leveling the playing field for advertisers and giving publishers more leverage

Google presents ads with AI chatbot startups Liner, iAsk: The move is part of Google鈥檚 strategic effort to lead the AI revolution.

Last week鈥檚 announcements by Google to expand its AI search experiences came with big changes for advertisers. Google will offer more ads in AI Overviews and is also testing ads in its fully chat-based AI Mode.

The trend: At Cannes Lions 2025, Meta, TikTok, Google, and others made clear that AI-powered ad automation is no longer an experiment鈥攊t鈥檚 the plan. The news: Meta and TikTok each emphasized agency relationships, but both platforms expanded generative AI tools that let brands generate and manage campaigns without intermediaries. Amazon, Comcast, and Google are doing the same, pushing toward platform-native, self-serve ad models. Our take: As automation replaces traditional support services, agencies face existential pressure. To stay relevant, holding companies will need to prove they offer value that AI can鈥檛 replace鈥攆ast.

The news: Adobe and Amazon are redefining how marketers produce video ads by launching new generative AI tools aimed at small and mid-sized businesses. Adobe Express for Ads, unveiled today, supports direct publishing to platforms like Google, Meta, and TikTok, while Amazon鈥檚 AI video tool can transform product pages into multiple ad variants. These tools cater to resource-limited advertisers seeking scale and performance. Our take: The video ad market is maturing fast鈥攁nd AI is making it more accessible. As more marketers pilot GenAI tools, early adopters will gain an edge in personalization and efficiency, turning creative experimentation into reliable results.

The news: Google鈥檚 search dominance is slipping as AI innovations threaten its ad business. Its global web visits declined 1% YoY in April, according to Similarweb data published by AdWeek, compared with 182% growth for OpenAI鈥檚 ChatGPT and 181% for Perplexity. Google鈥檚 searches on Safari also dropped for the first time ever in April. In March, about 77% of all Google searches that triggered an AI Overview garnered zero clicks, which could dissuade advertisers from spending on the platform. Our take: As AI transforms search and keywords become less important, publishers and brands may need to rethink strategies for how their content is discovered and how they attract search users. AI-optimized content will likely become the next battleground for visibility and performance.

The news: Reddit rolled out two AI-driven ad tools鈥擱eddit Insights and Conversation Summary Add-ons鈥攖o tap into its massive archive of user conversations to help brands reach more audiences effectively, per Reuters. Reddit is using generative AI (genAI) to distill user sentiment and track subreddit trends for sharper ad targeting. Our take: Where Meta and Google rely on targeting individual users, Reddit is spotlighting group dynamics and a shift toward community-led marketing. If these tools succeed, they could offer a new avenue for how brands approach discovery, feedback, and brand perception.

The news: At Cannes Lions 2025, Netflix announced it has added Yahoo鈥檚 DSP to its growing list of programmatic partners, joining Google, The Trade Desk, and Microsoft. The expansion boosts flexibility for advertisers targeting Netflix鈥檚 94 million monthly ad-tier users across 12 countries, with new capabilities for first-party data and interest-based buying. Our take: With its Ads Suite now live globally, Netflix is done crawling鈥攊t鈥檚 competing directly with YouTube and social platforms for CTV budgets. As its per-user ad revenues rebound and its content ecosystem broadens, Netflix is evolving into a full-funnel marketing platform poised to reshape premium video monetization.

Nearly $30 billion in ad spend will skip the ad triopoly: Meta, Google, and Amazon will see pullbacks as advertisers explore other options

Google is monetizing AI search interfaces aggressively: But users, advertisers, and publishers remain skeptical of trust, data, and fairness.

Reddit鈥檚 user base and ad revenues are growing rapidly, as is its prominence in search engines like Google. Here鈥檚 how marketers are showing up on the platform in ways that resonate with users.

Believe it or not, the year is already halfway over. For advertisers, it's been a whirlwind with economic upheaval, massive AI adoption, Google upending search, and working hard to understand Gen Z. Oh, and remember when TikTok went dark for a weekend?

The news: Tech giants like Meta, Google, and Amazon are building tools that let brands bypass ad agencies entirely鈥攁utomating the creation, placement, and optimization of ads, per The Wall Street Journal. Yes, but: Strategy, storytelling, and brand stewardship can鈥檛 come from algorithms. Even with automation, brands need creative direction, long-term planning, and cross-channel cohesion鈥攔oles agencies are uniquely positioned to play. Our take: To stay relevant, agencies must move up the funnel. AI can optimize and target, but it can鈥檛 craft brand strategy or narrative. The edge belongs to firms that lead with insight, creativity, and cohesion.

Google AI Overviews decrease CTRs: A new study bolsters claims that Google controls both the search experience and the advertising ecosystem.

The news: Google reduced its sub-$500 million smart TV budget by 10%, laid off a quarter of its 300-person TV staff, and scaled back investments in connected TV (CTV) initiatives like Google TV and Android TV, per The Information. The latest changes prioritize YouTube and cloud, which now drive Alphabet鈥檚 $110 billion annual run rate. Our take: Advertisers should reallocate budgets toward YouTube鈥檚 growing ad ecosystem while exploring emerging CTV platforms like Roku and Amazon Fire TV. Google鈥檚 retreat creates openings for competitors to capture market share in CTV advertising.

Google AI Overviews could face aggressive regulatory measures in UK: A CMA investigation adds to a slew of regulatory challenges that are chipping away at Google鈥檚 dominance in search and advertising.

A second federal judge says Google is a monopoly: The ruling, targeting Google鈥檚 ad servers and exchange, could rewrite the rules of digital advertising.

DOJ continues the push to dismantle Google: The search giant will need to battle regulators to defend its dominance, while advertisers should prepare for fragmentation.

Google settles in ongoing cases: The tech giant is increasingly facing regulatory scrutiny over its data collection practices that could restructure the ad ecosystem.