VideoAmp focuses on outcomes as CTV spend thrives: An exclusive ĢAV interview demonstrates how the measurement challenger is elevating big data.
Article
| Apr 28, 2025
Disney’s “content everywhere” strategy, broken down: The company is working to maintain advertising dominance by capitalizing on live events.
Article
| Mar 11, 2025
Gucci sales slid 25% in Q1: The brand’s struggles put parent company Kering in a tough spot as it attempts to navigate a slowdown in luxury goods spending.
Article
| Apr 24, 2025
Article
| Apr 9, 2025
TikTok and YouTube creators excel because of viral potential and ad revenue, which is much less common with a subscription-based service. If Substack wants to succeed with video content, it needs to focus on using video elements as a complement to written content—and abandon hopes of drawing creators from video platforms, shifting attention to its current creator base.
Article
| Mar 20, 2025
Like Best Buy, Target, and virtually every other retailer at this point, Ulta sees its forthcoming marketplace as an opportunity to expand its assortment without having to bulk up inventory—as well as a chance to beef up ad revenues for its retail media network. It plans to improve the guest experience with deeper personalization, enhancements to its app and website, and better stores.
Article
| Mar 14, 2025
Report
| Nov 14, 2024
Behind the scenes: The film’s success comes as WBD has been facing a series of box office misses, and at a time when box office revenues worldwide are struggling. Most recently, the studio struggled with releases like “Mickey 17” and failed to impress at the box office with “Joker: Folie à Deux.” The disappointments came amid WBD facing an enormous debt load resulting from its 2022 merger.
Article
| Apr 7, 2025
Chart
| May 7, 2025
Source: Owl & Co.
Chart
| May 7, 2025
Source: Owl & Co.
Chart
| May 7, 2025
Source: Cision
We expect WhatsApp business revenues, excluding click-to-message ads, to surpass $1 billion worldwide in 2024 and to rise by 29.3% next year. Instagram has been building up DMs and Channels. While neither host ads, the focus on these two spaces indicates that Instagram is serious about the space. Marketers are also taking social messaging seriously.
Report
| Dec 19, 2024
On today’s podcast episode, we discuss how DeepSeek has reset Google’s AI strategy, how much other GenAI chatbots can chip away at Google’s search dominance, and why the tech giant was able to double revenue growth last year. Tune in to the conversation with Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Senior Analyst Evelyn Mitchell-Wolf. Listen everywhere and watch on YouTube and Spotify.
Audio
| Feb 18, 2025
Travel brands and issuers are pushing premium cards to attract affluent consumers and boost revenues
Article
| Apr 18, 2025
AppLovin's Axon engine drives ad success: Its AI-powered product boosted software platform revenues by 66% year over year.
Article
| Nov 12, 2024
Temu is testing search ads, which could create a large enough revenue stream to offset the impact of the de minimis changes and tariffs. However, moves by China to restrict companies from investing in the US could limit these retailers’ ability to build out a local supply chain, although for now existing commitments are unaffected.
Article
| Apr 4, 2025
David’s Bridal is the latest retailer to rely on a third-party marketplace to shore up sales: Like Walmart and Best Buy, it adopts an “asset-light” model to expand inventory—and ad sales—while minimizing expenses.
Article
| Mar 7, 2025
Advertisers battle economic difficulties as they head into upfront negotiations.
Report
| May 7, 2025
China-based advertisers accounted for 11% of Meta’s ad revenues, per the company’s recent earnings reports. Bank of America also estimates that Temu and Shein alone contribute as much as 2% to 4% of ad spend on Meta and Google. China-based brands are also heavy influencer marketing spenders.
Report
| Mar 25, 2025
The news: American Express’s total net revenues increased 7% YoY in Q1 2025, per its earnings release. This is a deceleration from 11% YoY growth the year prior. Higher net interest income, revolving loan balances, card spending, and card fees fueled growth, the company said. US consumer network volume increased 7% YoY in Q1. International consumer card volume grew 14% YoY.
Article
| Apr 17, 2025
Our take: Vimeo Streaming arrives at the right time, with the right tools, for a creator economy increasingly centered on ownership, recurring revenue, and content control. Creators are moving beyond ad-only models, and platforms like Patreon and TikTok are following suit with new subscription features—Vimeo is now offering a full-stack alternative with more customization.
Article
| Apr 4, 2025
Article
| Apr 16, 2025
Beyond its Performance+ feature, which uses AI to maximize campaign ad impressions, Pinterest encourages advertisers to use genAI tools in Pin visuals. Labeling is likely an attempt to maintain Pinterest’s current user base without having to forgo the massive revenue potential that AI content presents.
Article
| Mar 4, 2025
Forecasts
| Dec 24, 2024
Source: ĢAV Forecast
YouTube to auto-send “yellow icon” videos for manual review: The change aims to improve overall ad suitability.
Article
| Mar 11, 2025