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Commercial queries, which are searches made by users actively making or considering purchases, are a major driver of Google鈥檚 ad revenues. As AI apps like Perplexity and ChatGPT add shopping features and autonomous browser agents that can execute online orders, Google鈥檚 grip on commercial queries could be under threat.

Reddit鈥檚 Dynamic Product Ads expands to all advertisers: The move highlights Reddit鈥檚 shift from a supplemental channel to a primary platform for advertisers.

The news: TikTok announced updates to its ad capabilities focused on the evolving creator ecosystem at its fifth annual TikTok World event. Updates included an analytics tool for audience insights at different stages of the buying cycle, promotions targeting audiences likely to take action, and multiple changes to TikTok One. Our take: TikTok鈥檚 new offerings are key to reassuring advertisers and creators that the platform鈥檚 influencer tools still outperform rivals. The features will convince advertisers that TikTok is essential to connect with relevant creators, while showing creators that TikTok remains the best place to make partnerships.

Net profit increased from $40 million in Q1 2023鈥攐n revenues of approximately $600 million鈥攖o $200 million in Q1 2024, per company data. The ad revenues of Xiaohongshu鈥檚 parent company, Xingyin Information Technology, grew 43% YoY in August 2024, while TikTok-parent ByteDance saw a drop of 27% in ad revenues over the same time frame, per Guideline Standard Media Index (SMI) data. Predictions.

The number of companies generating more than $1 billion in annual US CTV ad sales more than doubled from two in 2020 to five in 2024. With ad dollars spreading out among services, a few streaming platforms stand out because of their heavy usage.

The platform will coexist with existing offerings like Tubi, whose ad revenues keep rising, and Fox Nation, the latter of which will also be available as part of the Fox One bundle. Earlier plans to co-launch a joint sports streamer with Disney and Warner Bros. Discovery were dropped following legal complications.

Retail media ad spending in France, Germany, and the UK continues to rise, outpacing all other ad formats. The space is developing rapidly despite fragmentation and a lack of standards.

NBCU looks to secure MLB rights after ESPN backs out: The deal would position NBCU as a one-stop shop for sports, enhancing its value for advertisers.

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.

Claude鈥檚 new tool offers developers a way to skip the browser and run real-time, cited searches鈥攖hreatening ad models and SEO strategies alike.

In light of rising watch time on YouTube and a booming podcast ad market, video podcasts could be Netflix鈥檚 next frontier for new content.

YouTube strives to make ads less disruptive: The platform is changing its approach to mid-roll ads to appease viewers, creators, and brands alike.

The news: Women鈥檚 sports is continuing to grow in relevance, reaching new milestones in 2024, per research from the charity Women鈥檚 Sport Trust. Leagues like the Women鈥檚 National Basketball Association (WNBA) grew significantly across social media in the 2024 season, reaching a single-season record of nearly 2 billion video views across WNBA social media platforms鈥攎ore than quadruple the previous season. Our take: As more brands invest in women鈥檚 sports and viewership spikes, advertisers must recognize women鈥檚 sports not as a niche category only relevant for select moments, but as a critical part of a comprehensive sports marketing campaign.

Social platforms vie for attention at NewFronts: Meta, TikTok, and Snap all debuted ad updates designed to remain competitive amid a backdrop of uncertainty.

In the first 100 days of his second term, President Trump has reshaped business strategy across retail, tech, healthcare, and media. Here鈥檚 how tariffs, regulation, and market volatility are forcing brands to rethink spend, growth, and planning.

Instagram accounts for 37.4% of Meta鈥檚 global ad revenues, per our forecast. Divesting the platform would cause tens of billions in annual losses, worsening tariff-led market uncertainty that is driving down Meta stock. Our take: The FTC, unlike the European Commission, doesn鈥檛 risk tariffs if antitrust penalties aggravate tensions with President Donald Trump.

Etsy expects to benefit as tariffs hit competitors: A sizable domestic seller base and growing ad business offer protection, but declining consumer and business sentiment could still sting.

Temu and Shein鈥檚 ad bidding war drove spending away from search: CPCs spiked after the two retailers claimed in-demand search ad space.

础尘补锄辞苍鈥檚 ad business expands: Ad sales were up 18% YoY to $17.28 billion, fueled by retail media and Prime Video ads.

Incrementality has always been the holy grail of retail media. But lately, it鈥檚 taken on greater importance as ad budgets are squeezed and retail media networks (RMNs) fight for their share of ad dollars.

Chase鈥檚 newly launched financial media network has opened the floodgates for other financial institutions. While lucrative on paper, securing advertiser and customer buy-in isn鈥檛 guaranteed.