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2025 could be another tough year for luxury companies: LVMH鈥檚 rough Q1 reveals considerable challenges as US spending drops.

Microsoft brings AI ad features to Copilot: It鈥檚 vying for ad dollars in an increasingly competitive chatbot space.

Retail media ad expenditures are set to rise 20% this year to more than $62 billion, per our forecast, and brands want specific and actionable data on that spending. A majority (55%) of US advertisers cited the lack of uniform standards across platforms as their biggest retail media challenge, per a July 2024 ANA report.

CNN launches $3.99 paywall: It鈥檚 a bid to grow digital dollars as cable viewership and revenues decline.

I mean, they have the YouTube Partner Program, it shares ad revenues with those creators.

The slowdown is mainly confined to the domestic market for the time being, as cost-sensitive consumers cut spending and corporate demand stalls. Everyone is 鈥渁cting as if we鈥檙e going into a recession,鈥� Bastian said, as chaos and uncertainty force companies and households to adopt defensive postures.

But CTV advertising has not caught up with the massive amount of time people are spending with streamers. Netflix, Disney+, Max, Tubi, and Paramount all have a time spent share that exceeds ad revenues. In order to boost revenues without inundating users with ads, streamers will continue to partner with retail media networks to improve ad targeting and attribution capabilities.

Our take: Even before Musk鈥檚 takeover, Twitter/X had significant problems increasing its advertising revenues and standing out in the crowded social media field. Ad revenues have fallen further under Musk鈥檚 ownership, but political changes are giving X a boost.

Facebook will reach $36.76 billion in ad revenues this year, up 7.7% YoY, per our November 2024 forecast. Facebook users will spend an average of a half an hour (0:30) a day on the social network in 2025, per our January forecast. Use this chart: Marketers and retailers can use this chart to know where to find audiences on social media and be aware of specific networks' market reach.

Financial Media Networks (FMNs) as new revenue streams: Banks are exploring FMNs to monetize their retailer-agnostic data and tap into the growing digital ad spend market. This trend offers new advertising revenue opportunities but requires careful navigation of privacy concerns and regulatory scrutiny.

Amazon is testing non-endemic ads in its search results, which link out to products on external websites. It's a move that shows Amazon鈥檚 need to demonstrate further growth and non-endemic advertising鈥檚 potential to meet that need.

Direct-to-consumer advertising revenues: Down 2% YoY. If Indian service Disney+ Hotstar is excluded, D2C ad revenues were up 16% YoY. The subscriber dip: Disney had warned it expected a 鈥渕odest decline鈥� in Disney+ subscribers during the holiday season due to a recent price hike and the end of certain promotions.

Wonder acquires a media company, Unilever dedicates more spend to influencers, and Ulta launches a third-party marketplace. Here are the eight most interesting retailers and brands from last month, as ranked on our 鈥淏ehind the Numbers鈥� podcast.

What it means: Meta鈥檚 massive ad revenues could be impacted by Eko鈥檚 complaints, particularly in the EU, which accounts for around 23% of Meta鈥檚 overall revenue, per Bullfincher. If found in violation of the GDPR, Meta could be fined as much as 4% of its global annual turnover.

The scheme generated millions in ad revenues by disguising fake health, fitness, and utility apps that initially functioned properly but later stripped away all features, leaving only full-screen video ads that made devices nearly unusable.

Brands must prioritize adaptable spending plans that can shift between channels and markets as economic conditions change and consider cost-efficient channels, like local media and emerging platforms. Advertisements must highlight a brand鈥檚 overall value proposition.

Peru is Latin America鈥檚 fifth-largest retail ecommerce market by total sales volume. Although social unrest has stymied online sales growth over the past two years, the country has the potential to become a formidable multibillion-dollar ecommerce player in the region.

Understanding the nuances of how and where Latin America鈥檚 293.2 million digital buyers spend their money online is key for brands and retailers to succeed in the world鈥檚 second-fastest-growing region for ecommerce.

Beyond the chart:. 83% of respondents in 2024 agree that advertising dollars should support quality journalism, up from 65% in 2022, according to an August 2024 Advertisers Perceptions survey. 92% of US publishers foresee advertising revenue to be their most prominent revenue model in their company over the next five years, according to a March 2024 survey by WBR Insights and BlueConic.

Understanding the nuances of how and where Colombia鈥檚 13.4 million digital buyers spend online is crucial for brands and retailers seeking a competitive edge in this emerging market.

ByteDance鈥檚 non-China revenues grow 60%: TikTok鈥檚 ad and ecommerce prowess drive revenues despite regulatory headwinds in US and China.