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Last week, YouTube reported that ad revenues were up 13% YoY to $8.7 billion and connected TV (CTV) views grew 130%, demonstrating the platform鈥檚 massive potential for advertisers. Between Shorts, YouTube鈥檚 flagship short videos that competes with TikTok and Instagram Reels, and its foray into CTV, YouTube is central to digital advertising. Here are five charts demonstrating just how big YouTube鈥檚 reach is.

Disney鈥檚 ad-supported automated inventory goes global: The move unlocks new opportunities for advertisers to capitalize on Disney鈥檚 massive reach.

Spotify is doubling down on podcast engagement: New features arrive as listenership and advertiser demand both hit record highs.

Overall consumer spending remains sluggish, making marketers hesitant to spend on all advertising, including digital. But growth will accelerate to 8.2% in 2026.

The companies did not disclose whether Netflix paid an upfront fee in the deal or if it will share ad revenues with TF1. But if it has a meaningful impact on viewership or ad revenues, other broadcasters may look to ink similar partnerships. In the US, it may be harder to strike such deals as most major broadcasters鈥攊ncluding Paramount, Warner Bros.

New NBA broadcasting deals with NBC and Amazon: These partnerships, pending approval, are set to enhance live sports accessibility and boost advertising revenue.

Max鈥檚 US ad revenues are forecast to nearly double from $0.41 billion in 2023 to $0.80 billion by 2027, per our forecast. Advertisers stayed engaged despite brand confusion, prioritizing content over logos. But unclear branding often signals deeper uncertainty about direction. Our take: Reverting back to HBO Max is a cleanup job.

Leaning on non-card revenue can help the network maintain its momentum even if shaky economic conditions lead to slower consumer spending

The news: WhatsApp will begin showing ads for the first time since Meta鈥檚 2014 acquisition, starting with the Updates tab鈥檚 Status feature. Sponsored search placements and optional paid subscriptions will also be added to WhatsApp Channels. Ads won鈥檛 appear in encrypted chats or groups, and targeting will rely only on minimal metadata unless users opt in to link accounts. Our take: Meta is threading a careful line鈥攎onetizing WhatsApp while keeping privacy promises intact. With over 3 billion global users and deep consumer trust, the platform鈥檚 subtle shift into ads and subscriptions could deliver big returns if Meta avoids sparking user backlash over commercialization.

Fubo debuts biddable pause ads: The move is the first time a CTV platform has offered biddable pause ads, but will require rapid scaling to remain effective.

Netflix鈥檚 time spent exceeds its ad revenues the most. YouTube leads in time spent and ad revenues. Amazon will make a big splash in streaming advertising.

Content creation is changing as platforms share ad revenues with creators and all content becomes monetizable. 鈥淭hat鈥檚 going to send a wave of quick-hit, low-value content across social media as creators scramble to get more content out,鈥� said our analyst Jasmine Enberg. Enberg predicts smaller creators will shift strategies as they try to earn more from their content.

Snapchat champions positivity as Meta faces teen safety challenges: Snap's platform aims to balance user well-being with ad revenue growth.

In the last quarter of 2022, Amazon increased its total net sales 9% YoY to hit $149.2 billion. But compared to the massive growth the company has experienced in the past, its Q4 results were a bit lackluster. From ad revenues to physical store sales, let鈥檚 take a closer look at how some of Amazon鈥檚 business units fared in Q4.

Consumers lost $1.2 billion to social media scams, FTC says: Have shrinking ad revenues, crypto, and automation led to lower standards for vetting digital advertisements?

TikTok Shop became available across the US last week. The social video platform has a lot to gain in retail and ad revenues, but it risks facing the same challenges Meta has had with social commerce on Instagram鈥攗sers' reluctance to actually complete purchases in app. But with sister app Douyin setting the blueprint for TikTok鈥檚 social commerce endeavors, the platform isn鈥檛 starting from scratch. Here鈥檚 a look at TikTok鈥檚 social commerce strategy and potential in five charts.

In 2024, in-app video ads will capture over 30% of total US mobile advertising spend for the first time. Driven by placements in social media, YouTube, and OTT apps, in-app video ad spending will increase 20.4% YoY in 2024 to reach $61.11 billion. It will account for over half (58%) of the $105.93 billion in US video ad revenues and nearly 90% of mobile video ad revenues.

On today's podcast episode, we discuss what to make of Google delaying the deprecation of third-party cookies (again), what was behind its most recent ad revenue growth, if it can defend its search business from a wave of AI, and what stands out about YouTube's recent performance. Tune in to the discussion with our analyst Evelyn Mitchell-Wolf.

A more accessible and expansive Walmart+ membership will help the retailer to reach 29 million subscribers this year, while in-store retail media formats could boost ad revenues. A push into B2B, logistics, and international markets may also prove lucrative.

Even as TikTok ad revenues tick up, Meta will still account for 75.0% US ad dollars spent on social media this year, according to our forecast.

This year, we forecast that Walmart鈥檚 digital ad revenue growth will outpace Google, Meta, and even Amazon. This success is driven by updates made to Walmart鈥檚 retail media platform as well as partnerships to help advertisers activate across channels like social and connected TV. 鈥淵ou know [how they say] crawl, walk, run? We鈥檙e getting to that walk/run phase now where our platform is maturing,鈥� said Rich Lehrfeld, senior vice president and general manager at Walmart Connect.

We slashed our 2023 US ad revenue estimates for almost every social platform. For Snapchat (revised down by $505.2 million), TikTok (down $649.0 million), and Twitter (down $991.0 million), the cuts are significant. For Pinterest (down $31.5 million) and Reddit (down $40.9 million), the cuts are smaller but still impactful鈥�$40.9 million is nearly 10% of Reddit鈥檚 annual revenues.

China鈥檚 example would suggest that retail media has enormous headroom for growth in the US. Companies like Amazon have been growing their ad revenues by leaps and bounds, and yet ecommerce channel ad spending will still only represent 14.6% of the US digital ad market this year. In China, the share will be 38.1%.

eBay recently posted ad revenues of $367 million in Q2 2023鈥攁 growth of 35% YoY鈥攊n its latest earnings. But much of that can be tied to innovation in its ad types, improved measurement capabilities, and expanded third-party ads. eBay鈥檚 market also gives it a retail media opportunity outside of consumer packaged goods (CPG). Let鈥檚 break down what eBay is doing right.

B2B digital ad spend growth is leveling out after a pandemic boom. Budgets for advertisers will be relatively flat throughout our forecast period. But significant shifts are happening in the way advertisers spend on digital ads.