The news: In a bold power play, Google dropped Android 16 just one day after Apple unveiled iOS 26 at WWDC, a divergence from its usual September release. The timing steals some of Apple’s spotlight, escalating the tech rivalry while injecting new energy into the smartphone wars.
Key takeaway: Google’s fast-tracked and AI-infused Android 16 update signal a shift in mobile strategy aimed at overtaking the iPhone. Developers and advertisers should prioritize Pixel-first app experiences, optimize for desktop-like multitasking on mobile, and reimagine engagement for an OS that’s more utility driven.
A Pixel-first rollout for Android 16 indicates Google is pushing its own hardware platform, making Pixels more attractive to consumers who want the latest features first.
Article
| Jun 10, 2025
With video ad completion rates topping 80% and new measurement partners onboard, Roblox is positioning itself as a premium ad platform for younger audiences.
Article
| Apr 1, 2025
The news: The Trade Desk CRO Jed Dederick likened Amazon’s advertising approach to Google’s, accusing it of bundling and self-preferencing practices that threaten market competition. In an interview at Cannes Lions, Dederick urged Amazon to adopt a more open model like Meta’s, warning that closed systems could draw regulatory scrutiny.
Our take: By framing Amazon as the next Google, The Trade Desk is angling to become the preferred neutral alternative for marketers. As Amazon expands in CTV and commerce media, regulatory pressure may follow. If it does, The Trade Desk is well-positioned to gain from any shift toward more transparent platforms.
Article
| Jun 30, 2025
Deploying 50+ LLMs, Google blocked 39.2 million advertiser accounts in 2024, making AI the main enforcer of ad safety at global scale.
Article
| Apr 17, 2025
Temu pulls its Google Shopping ads: The escalating US-China trade war puts the company’s business model at risk and threatens ad giants like Meta and Google.
Article
| Apr 15, 2025
Google halts plans to remove third-party cookies in Chrome: The move delays a major privacy shift but doesn’t stop the push for user-centric ad models.
Article
| Apr 24, 2025
Chart
| Apr 24, 2025
Source: Tinuiti
After pulling news for a portion of EU users, Google saw barely any drop in engagement, which could fuel a shift toward AI summaries and fewer publisher links.
Article
| Mar 25, 2025
Perplexity’s new ad makes Google a target: The company’s biggest ad yet, led by “Squid Game” star Lee Jung-jae, could continue the push toward a more divided AI market.
Article
| Mar 18, 2025
Google and Meta landed slightly below expectations in Q3, allowing a collection of hungry competitors to inch ahead. But overall, the ad industry remains healthy. Sports events drove streaming and CTV to record gains, and retail media continues to be the sector’s fastest-growing ad channel.
Report
| Nov 22, 2024
Chart
| Apr 16, 2025
Source: Google
Google, OpenAI explore ads: The moves indicate that ads will be a crucial part of how AI search engines generate future revenues.
Article
| Mar 10, 2025
Chart
| Jan 29, 2025
Source: Skai
This week, marketers look beyond Google Search to YouTube, ChatGPT, and Amazon, while dealing with an influx of consumer data. Meanwhile, women’s sports are on the rise as advertisers invest more in leagues, teams, and athletes.
Article
| Mar 7, 2025
Google offers thousands in ad credits for Demand Gen: Advertisers are encouraged to use the tool as it undergoes changes, but there are many kinks to iron out.
Article
| Feb 19, 2025
Google ads puts an 11-year expiration date on data: The move is an attempt to appease cautious advertisers and address regulatory concerns.
Article
| Oct 15, 2024
Forecasts
| Aug 30, 2024
Source: ĢAV Forecast
Social, search, and CTV ad spend trends in Q2: Meta, LinkedIn, Pinterest, Google, and Microsoft show strong performance overall, driven by AI, innovative ad formats, and global expansion—highlighting the increasing importance of digital advertising across various platforms.
Report
| Aug 19, 2024
Google no longer plans to unilaterally eliminate cookies from its Chrome browser. After four years of begrudging preparation, the advertising industry is reeling.
Report
| Aug 12, 2024
Tariffs on Chinese goods could hurt Google, Meta: Chinese retailers Temu and Shein are two of the companies’ top ad spenders.
Article
| Feb 6, 2025
Chart
| Mar 1, 2025
Source: ĢAV
Some 屹پ’ budgets are shifting: Paid media traffic rises for Google and Pinterest after TikTok’s brief shutdown and Meta’s moderation changes.
Article
| Jan 21, 2025
Google is rolling out new features for its AI-powered Performance Max advertising platform, giving marketers more control over their campaigns and deeper insig
Article
| Jan 23, 2025
Article
| May 30, 2025
On today’s podcast episode, we discuss our ‘very specific, but highly unlikely’ predictions for 2025. What would happen if Google preemptively broke itself into smaller pieces, if online shopping flatlined, and if the audio ad space doubled in size in short order. Join Senior Director of Podcasts and host Marcus Johnson, Director of Reports Editing Rahul Chadha, and Senior Analysts Blake Droesch and Max Willens. Listen everywhere and watch on YouTube and Spotify.
Audio
| Jun 27, 2025