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On today's podcast episode, we discuss the significance of a democratic country like Brazil banning X, how it will impact the platform in terms of users and ad dollars, and how advertisers in America are viewing the situation. Tune in to the discussion with host Marcus Johnson, vice president and analyst Jasmine Enberg and analyst Matteo Ceurvels.

Amazon, meanwhile, will make a play for more retail media ad budgets in Brazil. The rollout of video ads on Prime Video in Brazil is a vital part of Amazon鈥檚 global strategy to help advertisers reach new markets. The move also underscores efforts to compete against Mercado Libre鈥檚 ad-supported streaming service, Mercado Play.

With surging adoption in markets like Brazil and strong YoY revenue growth outside the US, Reddit鈥檚 global playbook is showing results. Global gains:. International DAUq rose 41% YoY, compared to 21% in the US, according to Reddit鈥檚 Q1 2025 earnings materials. Brazil alone saw nearly 80% DAUq growth, driven by machine translation and a vibrant local community ecosystem.

This sets the scene for Google to expand payment capabilities like buy now, pay later (BNPL) in the market and sell its other services to the 165.0 million adults in Brazil who have signed up for Pix as of February 2025, per Central Bank of Brazil data cited by Payments and Commerce Market Intelligence (PCMI). Simplified remittances.

While nations such as Brazil, Argentina, and Chile received the baseline 10% tariff, others鈥攍ike Guyana (38%), Nicaragua (18%), and Venezuela (15%)鈥攚ere hit harder. Mexico and Canada were excluded from this round but still face existing tariffs on key sectors, including a 25% duty on vehicle imports.

Banco Central do Brasil (BCB). Carrefour Brasil. Comscore. Conversion. Grupo Casas Bahia. Interactive Advertising Bureau (IAB). Interactive Advertising Bureau Argentina (IAB Argentina). Interactive Advertising Bureau Brasil (IAB Brasil). Interactive Advertising Bureau Chile (IAB Chile). Interactive Advertising Bureau Colombia (IAB Colombia). Interactive Advertising Bureau M茅xico (IAB M茅xico).

Brazil. Mexico. Argentina. Chile. Colombia.

One potential strategy is to shift production from China to Brazil and India, where it already has some manufacturing capability. But that plan would likely displease the Chinese government, which is pressuring Shein and other companies to keep their supply chains as is鈥攁nd whose goodwill Shein needs in order for its IPO to finally move forward.

The company is expanding to Brazil this month after launching in France, Germany, and Italy in late March. Our take: The move to restructure reflects ByteDance鈥檚 growing dissatisfaction with TikTok Shop鈥檚 US performance鈥攄iscontent that is not really warranted given how quickly it has made inroads with shoppers, particularly in areas like beauty and apparel.

Brazil: The country鈥檚 ties to BRICS鈥攁n alliance of major emerging economies鈥攈ave made it a tariff target. Trump threatened to levy a 100% tariff on goods imported from BRICS nations if they move to replace the US dollar or create a new currency for trade.

Strength in Europe and emerging markets like Brazil helped L鈥橭r茅al outperform the broader beauty sector. The headwinds: The US 鈥渨as more challenging than anticipated,鈥� CEO Nicolas Hieronimus said on the company鈥檚 Q1 earnings call, citing a confluence of factors.

The Latin America coverage in the Global Media Intelligence Report includes poll results from Argentina, Brazil, Colombia, Mexico, and Peru.

Clover launched in three new markets鈥�Brazil, Mexico, and Australia鈥攊n 2024, which helped propel this growth. This European push will further support payment volume and revenue growth. The bigger picture: Clover also rolled out new products last year, which it can now market across Europe.

Its total headcount will exceed 76,000 by year-end as the company continues to ramp up hiring in major markets like Brazil and Mexico and boost staffing in core areas like logistics and technology. Mercado Libre鈥檚 investments in local talent will continue to help foster economic growth in Latin America, creating a lasting impact on each of the markets it serves.

The company continues to enhance Omni AI, its core marketing platform, and its proposed merger with IPG was granted regulatory approvals in five jurisdictions, including China and Brazil. Earlier in the week, Publicis posted 4.9% Q1 organic growth, boosted by a dozen new business wins including Coca-Cola and Sam鈥檚 Club. It also moved to integrate newly acquired Lotame into its Epsilon platform.

Adoption is highest in the US, the UK, and Brazil, with a combined growth rate of 234% YoY. Three in 10 Tap to Phone sellers are small businesses. Why this matters: Tap to Phone is ideal for lower-revenue businesses, letting them save money by accepting payments on a device they likely already own.

There are 5,764 municipalities in Brazil. I want one influencer in each of them,鈥� Fernandez said. Zooming out: The move is part of a broader trend of companies investing in sponsored content on social media. US marketers are expected to spend over $10 billion in influencer-sponsored content in 2025, with 86% of marketers using influencer marketing, per our updated forecast.

Argentina, Mexico, and Brazil lead, but smaller markets show high growth potential. Opportunities abound for advertisers and retailers. The Latin American digital evolution is influenced by macroeconomic forces and regulatory shifts. While inflation remains a concern, new local regulations will require companies to adapt.

鈥淯S President Donald Trump鈥檚 tariffs will reshape more than a trillion dollars in trade between the world鈥檚 largest economy and Latin America, with key partners like Mexico and Brazil at the center of the discussion,鈥� said our analyst Matteo Ceurvels. US-based brands selling in Latin America may see a significant competitive disadvantage compared to companies from countries.

Unsurprisingly, consumers in Canada (down 44 points) and Mexico (down 32 points) are particularly disgruntled鈥攂ut so too are those in South Korea (down 38 points), France (down 33 points), and Brazil (down 19 points).

鈥淪everance鈥� is topping viewership charts globally, highlighting the significance of creating content that resonates in international markets, such as the US, UK, Brazil, and Australia. The broader strategy: The focus on Apple TV+ is part of a larger services pivot by its parent company.

Brazil, India, and the Philippines have the highest rates of remittance users who have sent money via digital apps, per a March 2024 Visa and Morning Consult report. Each country has strong digital payments adoption thanks to homegrown instant payments systems. Uptake is also significant in the US, with more than two-thirds of remittance users sending money internationally via a digital app.

The survey was conducted in Australia, Belgium, Brazil, Canada, Chile, France, Germany, India, Italy, Japan, Mexico, Netherlands, Nigeria, Poland, Singapore, Spain, South Africa, South Korea, United Arab Emirates (UAE), the UK, and the US, with approximately 1,000 respondents per country.