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On today's episode, we discuss whether it's time for Google to spin off YouTube, how people feel about targeted ads, what consumers think about using AR to shop, what an in-car TikTok app might look like, the US Supreme Court examining Section 230, paid health leave in the US versus the world, and more. Tune in to the discussion with our analysts Blake Droesch, Evelyn Mitchell, and Paul Verna.

In July and August, the US ad market saw its first consecutive two months of growth in over a year, according to Standard Media鈥檚 US Ad Market Tracker. Platforms are focused on keeping that momentum alive with several updates. Multiple platforms are boasting improved AI targeting and enhanced connected TV ad solutions. Here is everything new in September.

On today's episode, we discuss what AI-generated ads will look like, TikTok testing a new AI chatbot called Tako, Formula One finding a new way to advertise on its cars, ESPN offering its channel as a standalone streaming service, what using VR in a car will look like, visualizing the US workforce as 100 people, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, director of forecasting Oscar Orozco, and analyst Max Willens.

Finding the time to develop ad campaigns specific to a particular social platform is challenging. At HelloFresh, the meal kit brand has embraced a 鈥渄on鈥檛 create ads, create 罢颈办罢辞办蝉鈥� mantra to inspire creativity and give teams their valuable time back.

It was up 7% and 6% respectively, which is also just incredible growth considering how much time people are already spending on these platforms. And that of course is also another really important metric to advertisers, and we know that Facebook engagement has been going down for quite some time.

So Q4 last year, Snap made $1.4 billion in worldwide ad revenues. That's up 5%. That's an improvement on the 0% growth from the previous Q4. So it's time to play a newly renamed slice of pie, formerly Blame Pie. Minda, I'll start with you. Could you please create a pie chart as to the reasons why Snap grew ad revenue 5% in Q4? Minda Smiley:.

The TikTok ban is coming after all: President Biden signed a bill that gives ByteDance the rest of the year to find a buyer or withdraw from the US entirely.

On today's podcast episode, we discuss how this year will look as Google's cookies fade away, the biggest threat to Google's search dominance, how many consumers are moving to ad-supported streaming, whether Apple can move the VR needle, Peloton's content hub on TikTok, the first person to ever complete Tetris, and more. Tune in to the discussion with our analysts Ross Benes, Evelyn Mitchell-Wolf, and Max Willens.

驰辞耻罢耻产别鈥檚 ad business has posted losses for the past three quarters鈥攁n unprecedented slide following years of double-digit gains. This underperformance has forced the video giant to sharpen its focus in the two areas where it has the best shot at attracting ad spending and restoring growth: connected TV (CTV) and short-form video.

On today's podcast episode, we discuss whether this is the beginning of Amazon's decline, if the Internet is becoming more ad-free, whether shopping pairs well with streaming, where brands will shift their ad dollars during the Super Bowl as they lean away from X (formerly Twitter), ChatGPT creator OpenAI's deal with publishing giant Axel Springer, the most visited tourist attractions in the world, and more. Tune in to the discussion with our analyst Blake Droesch and vice presidents of content Suzy Davidkhanian and Paul Verna.

Big Tech tries cooperation, not combat, with EU regulators: Platforms are trying to adapt to new norms around data privacy and advertising.

Q1 has been a mixed bag for marketers. Ad spend grew in January and February, hitting double digits for the first time since March 2022. But many tech and retail companies were hit with layoffs as companies tightened ad spend. IBM, TikTok, and Google all slashed their marketing and advertising teams. On earnings calls, Nike鈥檚 finance chief said the company is planning for a 鈥渟ubdued macro outlook鈥� and Paramount mentioned 鈥渟oftness in the global advertising 尘补谤办别迟.鈥�

TikTok and Meta still struggle with content moderation: Threads has blocked search terms related to COVID-19, while TikTok cast too wide a net reining in Qanon.

On today's podcast episode, we discuss whether the way people watch sports has changed, if Uber and Lyft will ever be able to turn a profit, whether Peacock can keep its head above water, what happened to the TikTok ban, what The Walt Disney Co. should do with ESPN, who's not on the internet, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Bill Fisher and Max Willens.

If I think about in the actual full report, we talk about TikTok, and we also talk about X, if I had to pick one of the two companies, I think where we'll see traction is TikTok, and later when you ask me what my points are about and where I'm hedging, I'm going to make my comment based on TikTok.

I mean, ad revenues, X's US ad revenues for the first five weeks from April 1st to the start of May, in that snapshot, they were down 60% year-on-year. Fast-forward to September, Mr. Musk said revenues were down 60% still year-on-year. We have ad revenues for 2023 as a whole falling 55% year-on-year. There is the subscription side. They just introduced two new tiers alongside it.

There's something on TikTok going around. I just saw NBC News reported on it, that doctors are saying, "Don't put castor oil in your eyes.", as seems to be some things going around on TikTok. Marcus Johnson:. That's pretty important [inaudible]-. Lisa Phillips:. People are claiming-. Marcus Johnson:. ... probably. Lisa Phillips:. Yeah. Marcus Johnson:. Yeah. Lisa Phillips:.

UMG and TikTok clash over music rights, AI: The label is pulling its catalog from TikTok amid a pay dispute and the app's test of AI music features.

Amazon and the US social networks share a common enemy in TikTok, which is trying to become a default ecommerce destination for Gen Z with TikTok Shop. The recent partnerships Amazon has forged with Meta, Snap, and Pinterest are designed to guard against that prospect, and they may wind up getting replicated by other large US retailers.

Following TikTok trends is vital for staying relevant when working with influencers, creating content on owned channels, or developing paid social ads. But trending content on the platform also reveals greater patterns of what works (and what doesn鈥檛) with Gen Zers, 71.1% of whom will be on TikTok next year, according to our May 2023 forecast.

Beyond the chart: One name missing from this list is TikTok, which Apptopia instead classifies as an entertainment platform, meaning it鈥檚 competing with the likes of Netflix and other streaming services. TikTok was the most downloaded app of any kind in 2022, with 99 million downloads in the US and 672 million downloads globally.

Gen Z鈥檚 attention is split across social media for shopping and search: The cohort鈥檚 use of multiple social networks spells opportunity for platforms and advertisers.