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US ad market falls for 8th consecutive month in February. 5 charts showing where people (and advertisers) would go after TikTok. Digitization of the physical store is an emerging media opportunity for brands. Yesterday鈥檚 Chart of the Day: Save the last TikTok dance.

On today's episode, we discuss how Meta was able to snap its negative ad revenue growth streak, how Reels is helping Instagram grow time spent on the platform, and what Meta's metaverse plans are at this point. "In Other News," we talk about what Americans actually want in a social media platform and whether BeReal's new "Bonus" feature can help keep its momentum going. Tune in to the discussion with our analyst Debra Aho Williamson.

By 2026, US spending on ecommerce channel ads鈥攁 large subset of retail media鈥攚ill be more than triple its 2020 level, per our forecast. Within the ecommerce channel, both search and display advertising are growing rapidly.

For advertisers鈥攁nd consumers鈥攖he biggest shopping season has begun. But claiming a piece of the forecasted $1.37 trillion sales pie may mean stretching out promotions, expanding payment options, and investing in website and app enhancements.

Amazon is growing into an advertising titan: The company鈥檚 ad revenues jumped 26% in Q3 thanks to football and a strong hold on retail media.

Microsoft鈥檚 new Bing has had a persistent hold over headlines. Combine this with a third consecutive quarter of ad loss for YouTube and the picture for Google may look less than rosy. But the company remains in good shape, with overall earnings beating expectations. It remains dominant in search, and YouTube use is still remarkably high. Here鈥檚 a closer look.

On today's podcast episode, we discuss whether Snapchat's 鈥淟ess social media. More Snapchat鈥� is working, how concerned folks should be about its slowing user growth, and what to make of its revenue turnaround. Tune in to the discussion with our analyst Minda Smiley.

Programmatic advertising digital display ad spend will make up 90% of digital display ad spend in the US this year, and that share is growing, according to our forecast. Most of the $132.96 billion in spend will go to video, but non-video ads still make up a large portion. Here are five charts summarizing where programmatic ad spend is headed and the identity challenges it faces right now.

Snapchat champions positivity as Meta faces teen safety challenges: Snap's platform aims to balance user well-being with ad revenue growth.

On today's podcast episode, we discuss what the biggest trend of 2024 will be when it comes to how consumers will spend their time鈥攁nd money鈥攁nd what the biggest opportunities for advertisers will be as a result. Tune in to the discussion with our director of Briefings Jeremy Goldman and vice president of Briefings Jennifer Pearson.

Brand marketers have to be strategic as a challenging 2023 has taken its toll on marketing budgets. CMOs worldwide expect to spend 9.1% of company revenues on marketing compared with 9.5% in 2022, according to May data from Gartner. And considering revenues are also lower for many companies, that pie is getting even smaller.

On today's podcast episode, we discuss what will influence digital ad spending this year, who's the "dark horse" ad player of 2024, and how the CMO role and marketing departments will change. "In Other News," we talk about what to make of Google's latest AI creation called Gemini and some research explaining how often AI chatbots make things up. Tune in to the discussion with our analyst Yory Wurmser.

With $9.15 billion in US ad spending going to OOH advertising this year (up 7% from last year) and an increasing portion of that spending going to digital (31.4% this year, rising to 40.4% by 2027), per our forecast, advertisers should be innovating on this somewhat traditional format. Here are three unique OOH ad activations.

On today's podcast episode, we discuss what to make of Google delaying the deprecation of third-party cookies (again), what was behind its most recent ad revenue growth, if it can defend its search business from a wave of AI, and what stands out about YouTube's recent performance. Tune in to the discussion with our analyst Evelyn Mitchell-Wolf.

This year, we forecast that Walmart鈥檚 digital ad revenue growth will outpace Google, Meta, and even Amazon. This success is driven by updates made to Walmart鈥檚 retail media platform as well as partnerships to help advertisers activate across channels like social and connected TV. 鈥淵ou know [how they say] crawl, walk, run? We鈥檙e getting to that walk/run phase now where our platform is maturing,鈥� said Rich Lehrfeld, senior vice president and general manager at Walmart Connect.

On today's podcast episode, we discuss how marketers are using GenAI, how its affecting media plans, and whether GenAI鈥檚 usefulness for advertisers will be similar to the calculator鈥檚 effect on mathematicians. "In Other News," we talk about which platforms users are paying most attention to social media ads on and Chase bank using spending data to help advertisers target folks. Tune in to the discussion with our analysts Max Willens.

On today's podcast episode, we discuss how much ad spending will grow this year, whether there are more reasons to be optimistic or pessimistic about consumer spending, and what today's most interesting ad spending trends are by media and company. "In Other News," we talk about a deal to bring video ads to Spotify鈥檚 app on Roku and how Amazon's second year of streaming Thursday Night Football is going. Tune in to the discussion with our analyst Paul Verna.

On today's episode, we discuss the advertising industry's recent love affair with generative AI, what happens inside the minds of Gen Z consumers, why Spotify is pivoting, Twitter's new CEO writing the the company's next chapter, how podcast advertising is doing, how much people spend when they go to Las Vegas, and more. Tune in to the discussion with our director of forecasting Oscar Orozco and analysts Bill Fisher and Max Willens.

With the rise of digital ad channels like connected TV and retail media, there鈥檚 a lot of emphasis on making every ad and consumer touchpoint shoppable. Ad formats with direct calls to action help drive conversions and increase ROI. But brand equity can get left out of the conversation when we focus on performance marketing in isolation. Every ad should perform and provide some sort of measurable impact, but each ad is also vital for telling a brand鈥檚 story, even at the bottom of the funnel where marketers are more focused on driving conversions.

On today's podcast episode, we discuss why the internet might be getting worse, what a new device designed for generative AI (genAI) might look like, whether we're sure about self-checkout, why a new online safety bill matters, what consumers expect from brands on social issues, where the ultra-rich spend their holidays, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Bill Fisher and Carina Perkins.

On today's episode, we discuss what to make of Amazon's 2% decline in online store sales, how to interpret its advertising service's 19% revenue growth, and why the company is rethinking its Amazon Fresh strategy. "In Other News," we talk about how Pinterest views the future of shoppable video and how malls are resurging. Tune in to the discussion with our analyst Andrew Lipsman.