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TikTok鈥檚 ecommerce push could be driving down engagement: Users are steering clear of Shop posts as the platform struggles to clean up the marketplace experience.

Though marketing budgets are under scrutiny in this tight economy, it might make sense to consider integrating audio advertising into your marketing mix. That鈥檚 because listener growth is picking up for podcasts and audio formats overall. Audio ad formats also have unique features to help marketers.

Retail media is outpacing non-retail media in growth in US search ad spend. As performance-driven advertisers push closer to the point of sale, companies like Amazon benefit. Here鈥檚 what鈥檚 behind retail media鈥檚 search success.

US linear TV ad spend is shrinking (8.0% YoY) as connected TV (CTV) ad spend grows (21.2% YoY). This year, US CTV ad spend will total $25.09 billion while linear will total $61.31 billion.

Fiserv鈥檚 Tap to Pay on iPhone rollout and ACI鈥檚 expansion into larger merchants open up a big growth opportunity for these providers

US ad spend dropped 8.0% YoY in February, according to a MediaPost analysis of Standard Media Index鈥檚 US Ad Market Tracker. That marks eight months of consecutive YoY decline as part of a trend that began in July 2022.

Meta鈥檚 vow of efficiency marks renewed optimism: Meta shares rally after analysts upgrade stock due to Meta鈥檚 new, leaner direction. Meanwhile, the company continues to spend billions on an unrealized metaverse pivot.

What's interesting, though, is that what they end up with, at least according to the scant details we have right now, is a scenario not unlike what Apple did with App Tracking Transparency, which was already, what, three, four years ago. Apple did it literally from one day to the next, and Google is now basically stretching this out over several years.

That's about half as many users as Apple Wallet has, which is a big difference. But when you think of Starbucks as one single service and Apple as a collection of services, it's a really big user base. So how are these restaurants working to keep these customers loyal? Blake Droesch (06:24):. Yeah, I think there's always been an emphasis on loyalty in the restaurant space.

And for folks, this is the case where basically Google being slapped on the wrist because they've been paying Apple to be the default on Apple devices, which gives them a huge leg up. And will they have to stop that and will they not be able to be default searched on a lot of devices that could change things? Evelyn Mitchell-Wolf (13:51):.

And I'm sure that them doing that caused Apple and others to say, "Hey, why can't we do the same thing? It gives us more leverage because we're not having to negotiate for the rights to broadcast elite. We can kind of dictate the terms a little bit more strongly.". But I would still say that this probably drove some subscriber growth, but it wasn't the biggest driver.

But yeah, some of the reasons to hike the price, Apple and Amazon raised the price on their respective music services. Also, they bumped up the price of their family plan, which helped boost subscription revenue. So they've already done that, so they can't pull that lever anymore. So looking to pull another one.

It's Apple, Google, and the like, and PayPal. Marcus Johnson:. Yeah. David Morris:. Fintechs have really buried the banks with respect to being able to own that space. The trend is not necessarily anymore. This is, ultimately, about using Early Warning, if folks know who Early Warning is.

Here are five charts that reveal the scale and outlook for CTV from the perspective of its access points.

Before Apple changed everything, platforms may not have bothered with RMN tie-ups, and Meta would never have scrambled to set up the Conversions API. Expect more to change as ad buyers continue to reckon with that signal loss. Insider Intelligence and eMarketer research is based on the idea that multiple sources and a variety of perspectives lead to better analysis.

So for context, it took Apple and Microsoft about five to six years each to go from 1 trillion to 3 trillion and took Nvidia a year. Nvidia is worth more combined in terms of market cap, more combined than the eight other leading chip companies. So Taiwan Semiconductor Manufacturing, ASML, Samsung Electronics, AMD, Qualcomm, Micron, Intel and SK Hynix.

Yeah, it's funny because I feel like Apple, they get celebrated for copying ideas and making them better and Facebook gets destroyed for it. But I had two others. One was ... This wasn't really a high maybe for the company, but I thought a significant moment for [inaudible 00:11:18] society might be a bit generous.

But even if you're making a more apples to apples comparison between say, Reels and TikTok, TikTok still ranks really high in engagement. Marcus Johnson:. And you recently learned a little bit more about TikTok's Creator Marketplace, and there's some stats announced about that. Jasmine Enberg:. Yes, I did.

But it's a little apples to oranges when we look at other data and think about the overarching trend of the holiday season,. Zak Stambor:. It is top. When you look at the full spectrum of holiday forecasts, it's like apples to oranges to cantaloupe to cherries or something.

You have the Apple Card, which has been just a juggernaut. And the irony is that it's such a powerfully attractive card, they don't normally offer anything, but they have introduced a very modest bonus recently for signing up. And I think that's an indication of the competitive environment, and that would ultimately be geared toward younger consumers. Rob Rubin:.

With most of the US already watching, growth in overall OTT viewership has slowed to a crawl. But some platforms, formats, and service tiers are still booming, and digital pay TV is complicating the linear TV narrative.

Android, I think, was a little bit out in front, but iOS Apple was right there. Now it seems like, yeah, apple is winning this race because young people are much more inclined to purchase their devices than something else that's run on Android. (13:14):. One other thing that jumped out to me was this chasm between the penetration of CTV versus traditional TV use among Gen Zers.

And finally, with major digital audio players like Spotify and Apple focused heavily on ad-free subscriber tiers, a lot of prime real estate is not available. Nonetheless, US adults spend enormous amounts of time with their preferred audio entertainment services, and marketers disproportionately miss out on this daily chunk of time.