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Amazon 20%, Microsoft and Apple 5% a piece. So that's the landscape. But the Google and Amazon gap, it's about 30% difference now, 20 for Amazon, 50 for Google. But in two years, that gap goes from a 30% gap to a 20% gap. Google share is falling, Amazon's going up. Microsoft and Apple are also slightly increasing their share as well.

As David McCabe of the New York Times notes, the government was arguing that Google had a monopoly over three parts of the online ad market. (03:25):. Federal district court Judge Leonie Brinkema ruled that Google had an illegal monopoly in ad exchanges where publishers sell ad space through supply side platforms and ad servers used by publishers to manage their ad inventory.

On today's podcast episode, we discuss what Apple Intelligence promises to help users do, what a partnership with Apple means for OpenAI, and why this might be a bad move for the iPhone maker. "In Other News," we talk about the advent of the AI PC. Tune in to the discussion with our analysts Jacob Bourne and Yory Wurmser.

It already generates a larger share of its revenues from advertising than retail media leader Amazon and the ad business is dependent on the success of its delivery business. If the delivery business continues to slow, advertisers will begin shifting their dollars elsewhere.

On today's podcast episode, our vice president of Briefings Stephanie Taglianetti hosts a mock-debate-style analyst showdown on Meta versus TikTok. Analyst Debra Aho Williamson and director of Briefings Jeremy Goldman go head to head, advocating on behalf of Meta (Debra) and TikTok (Jeremy) to prove which social platform is the bigger threat in three areas: getting people to spend time on each app, meeting 补诲惫别谤迟颈蝉别谤蝉鈥� needs, and AI innovation.

It's going to do things that no other device has been able to do, and it's going to attract developers to the device, and also to the Vision OS platform that Apple has.

It was a time when their ad business was not doing well, and it was shutting down a lot of commerce related features, but we do know that it really wasn't a mainstream shopping activity for its users. (10:20):.

They have little trust in bank ads on social media. Only 9.1% called these ads the most trusted source. Key takeaway: Banks must rethink what successful marketing means when it comes to Gen Z. This generation is more influenced by how a bank is perceived by trusted third parties like friends, family, and other customers than by messaging crafted by the bank.

On today's episode, we discuss why some folks think digital ads are getting worse, whether things are looking up for Uber, TikTok鈥檚 parent company ByteDance challenging Meta on VR, why Warner Bros. Discovery will continue Discovery+, the Grammys rebounding from the pandemic's effect on viewership, the surprising most littered plastic item in the US, and more. Tune in to the discussion with our vice president of Briefings Stephanie Taglianetti and analysts Suzy Davidkhanian and Max Willens.

They're not opposed to advertising on social media. A higher percentage of US adult Gen Z respondents were receptive to social media advertising (72%) compared with ads on streaming TV (47%), cable TV (28%), or broadcast TV (20%), per a February 2023 NCSolutions survey. They occasionally unplug.

On today's podcast episode, our contestants compete in The Great Behind the Numbers Take Off, 2024 video trends edition, where they will try and cook up the most interesting predictions for the coming year. They'll discuss why Amazon will begin its ascension to become the second-most important company in streaming advertising, how more creators and brands will embrace AI to create videos, and what to expect from streaming platform consolidation. Tune in to the discussion with our director of Briefings Jeremy Goldman and analysts Ross Benes and Daniel Konstantinovic.

I'm going to move Apple from wherever it is now up to number one, and if you don't accept it-. Sara Lebow:. Apple is at number four. Blake Droesch:.

The success of online grocery will also boost retail media ad revenues as brands leverage grocers鈥� massive amounts of first-party data to better target consumers at the point of purchase. 2. Health and personal care will become a major ecommerce driver.

On today's podcast episode, we discuss what's fueling the social ad spending upswing and what to watch from each of the major social platforms. "In Other News," we talk about advertisers' level of caution in returning to X (formerly Twitter) and why New York City is suing the social media giants. Tune in to the discussion with our analysts Minda Smiley and Max Willens.

What Google鈥檚 rumored AI search engine means for digital advertising: Internal documents show that ad placements are top-of-mind as Google plunges into AI.

Amazon Ads has made its AI-powered image generation tool available to advertisers in India in a beta test. The tool allows users to easily generate assets for ads and enhance A/B testing. And AI tools, like those offered by Meta, will help marketers in Asia-Pacific adapt content to the plethora of languages spoken in the region (India alone has 21 officially recognized languages).

I want to dig into what this means for advertisers broadly. You've already spoken a little bit there about grabbing people's attention. What other things do advertisers need to think about broadly in terms of what this report has uncovered in terms of digital behavior changes? Angela Wiesenmueller:.

The ad potential. While Bing Chat and Google鈥檚 Bard will serve ads within queries, plug-ins could take the ability to reach consumers a step further. Advertisers will need to pay attention to where it makes sense to run ads鈥攚hether that be within AI chat search queries or via Instacart and Kayak.

Many of the other products on TikTok Shop are cheap or fake, claiming to be from big names like Apple, Crocs, and Stanley. Users are already fatigued with the volume of affiliate links appearing on their For You pages, according to users on the app and on Reddit, which make TikTok feel more like a product catalog than an entertainment app. For cheap goods, Temu and Shein already exist.

Apple uses safety and security to win over consumers. Birkenstock focuses on education, showcased through a three-part docuseries. And Taco Bell, with the help of Pete Davidson, apologized for 鈥渙ver-innovating鈥� its breakfast menu.

Several executives who were present noted his absence, along with that of executives from other Big Tech firms like Apple. Their complaints weren鈥檛 unfounded, given that 97.3% of US children ages 0鈥�11 will use YouTube monthly this year, per our latest forecast, compared with just 3.7% for Facebook and 5.0% for Instagram, for example. YouTube is more popular than Netflix and Disney+ among kids.