Ä¢¹½AV

Amazon’s retail media ad revenues will exceed $60 billion, per WARC: The change represents its steady growth despite broader economic setbacks.

Nearly half (49.0%) of advertisers worldwide believe that activating their own first-party data is the most promising solution to cookie deprecation, according to DoubleVerify. However, only 16.6% of publishers say the same of this solution. Publishers’ top choice for replacing cookie-dependent tools is publisher first-party data activation, chosen as a promising solution by just 27.1% of advertisers.

In the fourth quarter, YouTube’s ad revenues fell short of expectations, declining nearly 8% YoY. Then, in early February, CEO Susan Wojcicki announced she was stepping down. As the platform gears up to face new challenges, is it the right time for Alphabet to spin off YouTube? Our analyst says no.

Google and Meta will account for just over 50% of worldwide digital ad spending in 2024, marginally higher than their 47% share in the US market. Amazon’s share will be much lower (8.8%)—although it will be among the leaders in revenue growth.

Alphabet wants to lead the climate battle: Google is leveraging its moonshots lab to tackle climate change at the expense of other research as revenue shortcomings call for new strategies.

The news: During the IAB NewFronts this week, YouTube unveiled new methods for incorporating Shorts into ²¹»å±¹±ð°ù³Ù¾±²õ±ð°ù²õ’ awareness campaigns. YouTube is integrating Shorts into its video reach campaigns, which it says use Google AI to deliver promotions that balance reach and efficiency. In-feed video ads are being added to video reach campaigns as well.

Amazon's ad policy shift: It will claim a larger share of advertising impressions from Fire TV's streaming services, which could strain developer relations.

Microsoft Bing crunches half a billion searches daily and Google 8.5 billion. Why it could backfire: Microsoft, Google, Baidu, and Opera are making AI-powered search available to consumers. The problem is that the associated energy costs and carbon emissions add to the litany of generative AI’s problems.

A Monday memo from CEO Andy Jassy indicated that the most recent cuts will affect the company’s cloud division, advertising, HR, and Twitch, per CNBC. Fears take shape: We predicted that tech industry layoffs would continue past January’s bloodbath. Amazon’s latest cuts follow similar moves by Meta, Google, and Microsoft.

The news: Microsoft, Google, and Salesforce stuff productivity tools with generative AI. At its virtual Future of Work event Friday, Microsoft demoed its GPT-4-infused Microsoft 365 and Office apps, per The Washington Post.

Advertisers in AppLovin’s ecommerce beta program have reported ROAS similar to that achieved through Meta and Google, according to Wells Fargo, highlighting its efficiency in driving conversions. That’s led top advertisers to allocate meaningful budgets to AppLovin, demonstrating growing confidence in its ability to deliver high-value outcomes.

With Super Bowl ads costing around a whopping $7 million for a 30-second spot this year, viewers can expect some memorable commercials while watching the Chiefs and the Eagles face-off.

AppLovin is setting its sights on ecommerce: Executives plan to attract spenders and grow revenues with a slew of ad product launches.

If users rely on AI search results and scroll less, smaller channels could struggle to get views, which could make it harder to get brand partnerships and ad revenues. The presence of an AI Overview in Google search results is linked to a 34.5% lower average clickthrough rate (CTR), per Ahrefs. Our take: With YouTube’s vast content library, AI search could help users find relevant content faster.

On today's podcast episode, we discuss the significance of Google's antitrust trial, the Department of Justice's (DOJ's) case against Google, Google's defense, and what the possible—and likely—outcomes might be. Tune in to the discussion with our analyst Evelyn Mitchell-Wolf.

The Digital Services Act enforces new rules on 19 large platforms, affecting content moderation and ads. Noncompliance could result in hefty fines or bans.