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Payment players might be eager to enable shoppable ads from platform providers like Roku (which partnered with Walmart). Almost two-thirds of drivers will drive connected cars this year, per our forecast, opening the door for payment providers to enable more vehicle-based commerce.

Over half (57.8%) of US consumers prefer to use Google search over AI platforms like ChatGPT when they need a factual answer, according to a December 2024 survey from Pearl conducted by Censuswide.

On today's special episode, we continue our new monthly show where we discuss the biggest trends of the moment and the newest research, sprinkle in some analysis, and bundle it up into a quiz. Every month, three of our analysts representing their respective coverage area teams compete against each other. (We also encourage you to play along at home.) We鈥檒l keep a running score all year and crown a winning team at the end of the year. Today, we cover Google reinventing search, Amazon's grocery strategy, and what Twitter appointing a new CEO means for growth. Tune in to the discussion with this month's contestants: our analysts Ross Benes, Blake Droesch, and Debra Aho Williamson.

And its tie-up with Google Wallet made it easier to use the BNPL method in stores, even without the card. In-store transactions now account for 20% of all Zip鈥檚 US transaction value. The bigger picture: These growth patterns are reflected across the BNPL industry. US BNPL payment value overall is expected to grow 20.8% YoY in 2024, per our forecast.

Five US states currently have comprehensive consumer data protection laws in effect. With five more state privacy laws on the horizon, advertisers need to get up to speed with compliance.

Apple鈥檚 AppTrackingTransparency (ATT) initiative has kneecapped D2C brands鈥� ability to efficiently target ads and attribute sales on many digital media channels鈥攅specially social media. Facebook鈥檚 pain is Google鈥檚 gain. As D2C ad dollars shift away from Facebook, Google has been the primary beneficiary.

Omnicom will integrate Google鈥檚 generative AI into its ad tech stack: With Omnicom and WPP backing generative AI, the rest of the industry will be swift to follow.

The strong ad and user growth reflects that, despite complaints about increasing ad loads on Instagram, users haven鈥檛 been deterred from the service鈥攁nd the value of ad space is increasing. In context: Meta pulled ahead of fellow duopoly member Google, which underperformed in earnings and missed expectations on YouTube. Google鈥檚 ad sales grew just 11%.

A controversial 鈥渁ctive listening鈥� targeting method reinforces privacy needs: Cox Media Group鈥檚 proposal reignited concerns about the ethical boundaries of ad targeting.

US ad market grows 14% YoY in July: While spending continues, the industry remains cautious amid economic uncertainties and election-year volatility.

As Bing makes inroads into Google鈥檚 lead, it experiments with AI ads: Disney and Roku layoffs and pivots by Twitter and ByteDance dominated headlines this past week.

Raptive, which runs ad sales for a number of publishers, suggests the industry could face up to a $2 billion annual shortfall in ad revenues due to SGE's impact. One anonymous executive cited by Adweek hinted that traffic declines could be even more drastic, exceeding 60% for some.

Third-party cookies on Chrome could be here to stay: Google said it may ask users to opt-in to cookie tracking in a major strategic shift.

Search advertising industry could be monetizing AI chats too soon: Much rides on Bing Chat ads鈥攁nd how it impacts user experience.

Even though Google reversed its decision to deprecate third-party cookies, marketers will contend with some form of cookie loss in the years ahead, said our analyst Evelyn Mitchell-Wolf. 鈥淲henever Google rolls out its 鈥榥ew experience鈥� in Chrome, we will start to see a significant decrease in the amount of third-party cookies available to 补诲惫别谤迟颈蝉别谤蝉,鈥� she said.

Microsoft and Google report solid quarterly results amid slow economy: With AI transforming the future of search, is Microsoft gaining a perceived edge in innovation?

Amazon steps into the post-cookie ring: The company announced its own tracking solution at Cannes, seeking to strike at a vulnerable moment for Google.

As Google rolls the product out more broadly, publishers could still see significant traffic declines, which could lead advertisers to spend elsewhere.

Meta, meanwhile, will approach $150 billion, and Google will approach $200 billion. 11 companies will have at least $10 billion in digital ad revenues by 2025. As recently as 2019, only four conglomerates鈥�Google, Facebook (now Meta), Alibaba, and Amazon鈥攚ere generating more than $10 billion per year in digital advertising. There are seven at that level now, and more are on the way.

Of Microsoft鈥檚 $198 billion in revenues last year, only about 6% came from advertising. Could a revamped Bing help build out this revenue stream? It鈥檚 hard to imagine, but not impossible. Here are five charts that look at Microsoft鈥檚 latest ad moves.

Netflix to develop in-house ad platform: The streaming giant will end its Microsoft partnership to offer better targeting and analytics.