ٻǴǰ’s ad growth in Q4 was a bright spot, but 2025 will be a stress test for its business model as it prioritizes engagement over immediate ad revenues. AI will be at the core of ٻǴǰ’s future monetization. Tolia detailed how the company plans to use AI to structure historical user conversations into actionable, monetizable content, creating an entirely new ad targeting mechanism.
Article
| Feb 28, 2025
The Trade Desk and publishers push for a more efficient open internet: Media leaders see programmatic as a way to unlock ad opportunities while reducing reliance on walled gardens and improving supply chain transparency.
Article
| Feb 28, 2025
Our take: Including creators in its campaign can help Visa make the most of its ad spend. Sponsored content from influencers can be a strong tool in generating brand awareness, and it’s especially impactful for reaching younger audiences, which Visa is targeting with this campaign.
Article
| Feb 28, 2025
This deck provides an in-depth analysis of the home furnishings sector in ecommerce, including forecasts for sales growth, digital ad spending, and KPIs. It also highlights consumer shopping behaviors, spending trends, and the growing influence of social media.
Report
| Nov 14, 2024
WBD grows streaming profits as TV revenues decline: It added 6.4 million Max subscribers, but TV ad declines and cord-cutting continue.
Article
| Feb 27, 2025
AppLovin faces fraud allegations from short sellers: Accusations of deceptive ad practices and data misuse put the firm under pressure; leadership denies the claims.
Article
| Feb 27, 2025
The UK is still playing catch up with China and the US. At £7.3 billion ($9.1 billion), UK social commerce sales will account for around 4.1% of UK ecommerce sales in 2024. In the US, social commerce will have a 6.0% share of total retail ecommerce in 2024, while in China, it will have a 29.3% share.
Report
| Nov 12, 2024
Walmart looks to make it easier for advertisers to buy its display ads: Walmart Connect’s new API should help it attract more ad dollars from smaller brands and marketplace sellers.
Article
| Feb 27, 2025
Report
| Sep 5, 2023
Our take: The change is part of YouTube’s ongoing effort to make ads more palatable for viewers and creators it may have upset with previous updates, improving overall sentiment toward ads and, in turn, convincing more brands to invest ad dollars.
Article
| Feb 26, 2025
We expect the service to generate over $600 million in US ad revenues this year (see chart). Paramount+ revenues grew 16% in Q4 and 33% for the full year, cementing its role as Paramount’s most promising business. The service added 5.6 million new subscribers in Q4, reaching 77.5 million total, marking its strongest growth in two years.
Article
| Feb 26, 2025
Chart
| Mar 9, 2025
Source: Comscore Inc.; ĢAV
Instacart projects healthy order growth thanks to Uber partnership, affordability initiatives: But profitability is under pressure as ad growth slows and basket sizes shrink.
Article
| Feb 26, 2025
Meta’s decision could hurt overall ad spending and how advertisers approach marketing on its platforms. While it might not have a significant impact on Meta’s massive ad revenues and enormous reach, it could make Snapchat look appealing in comparison and draw more attention to the platform, whose ad revenues are lagging behind competitors.
Article
| Feb 25, 2025
Chegg is suing Google, claiming AI Overviews steal its content and cut its traffic. The case highlights fears that AI-driven search is eroding content creators’ business models.
Article
| Feb 25, 2025
NBCU and Macy’s deal highlights live events as crucial opportunities: Advertisers reach massive audiences through events like the Macy’s Thanksgiving Day Parade.
Article
| Feb 25, 2025
Streaming services are shifting from subscriber growth to retention, as churn rates in the US have nearly tripled to 5.5% over the past four years. With costs rising and subscriber growth slowing, reducing cancellations has become a top priority. Consumers are responding to cost savings.The Disney-WBD bundle delivers a clear financial incentive, making it an attractive long-term streaming option.
Article
| Feb 25, 2025
US eCPMs for digital video, display, and audio formats fell in Q2 2024—the average decrease was slight on a QoQ basis but more pronounced on a YoY basis.
Report
| Nov 8, 2024
The continuing problem of made-for-advertising (MFA) sites and a number of reports from industry activist group Adalytics highlighting brand safety failures has put a spotlight on how DSPs are responding. 11% of worldwide website ad spend went to MFA sites, per a December 2024 Pixalate study.
Article
| Feb 25, 2025
Chart
| Mar 27, 2025
Source: Nielsen
Chart
| Mar 27, 2025
Source: Nielsen
Chart
| Mar 27, 2025
Source: Nielsen
Chart
| Mar 27, 2025
Source: Nielsen
Minda, do you want to go first for us? Minda Smiley:. Yeah, sure. Yeah.
Audio
| Feb 24, 2025
Connected TV (CTV) has emerged as the fastest-growing ad channel tracked by ĢAV. Its ad spend outpaced other digital ads, search, social media, and retail media in 2024.
Article
| Feb 24, 2025