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Follow us on Instagram. Episode Transcript:. Marcus Johnson:. Hello everyone and thanks for hanging out with us for the Behind the Numbers Weekly Listen, an eMarketer podcast. This is the Friday show, that is convinced that coffee baristas are just making up drink names. They just shout out anything? Stephanie Taglianetti:. Such as? Marcus Johnson:.

Our take: With US podcast ad spending expected to reach $2.55 billion in 2025, it鈥檚 important for marketers to understand where their resources are best allocated to ensure positive results. YouTube鈥檚 podcast advantage shows that advertisers who don鈥檛 recognize podcasting as a visual medium risk falling behind competitors.

Apple feels the pain of Apple TV+ struggles: Its Q4 revenues missed the mark in some divisions including Services, which includes advertising.

OpenAI launches real-time ChatGPT search: Users access live info with conversational ease in an attempt to take market share from Google.

Nielsen鈥檚 dominance begins to crack: A survey shows advertisers gaining confidence in the measurement firm鈥檚 biggest competitors.

Political ad spending, increasingly important to CTV overall, could provide a further boost in Q4.. Despite pressure from major tech players, Roku鈥檚 ability to increase streaming hours and active accounts underlines its competitive positioning in the CTV ecosystem. Our take: Roku鈥檚 Q3 results confirm the company鈥檚 resilience in a crowded streaming and ad-supported video landscape.

AI and ad revenues lift Microsoft鈥檚 fiscal Q1: Company鈥檚 AI-powered ad platforms draw advertisers amid enterprise cloud gains.

The ecommerce giant鈥檚 launch of ads on Prime Video instantly gave it the largest audience for an ad-supported subscription video service in the US.

One in five US retail media ad dollars spent this year will go to off-site formats, per our November 2024 forecast, which include social media along with connected TV and other publisher platforms. Best Buy Ads has been a pioneer in off-site retail media partnerships, working with CNET last year to share content and advertising across both Best Buy鈥檚 and CNET鈥檚 platforms.

Meta鈥檚 ad revenue soars in Q3, yet costly data center investments and metaverse losses weigh on future profitability.

Meta鈥檚 strong earnings have one dark spot: Slow user growth made investors flinch as competition for consumer attention peaks.

With US social media ad spending growing by 16.3% in 2024鈥攂etter than any category other than CTV鈥擬eta鈥檚 new video advertising tools come at a critical time when video content is becoming a core focus for advertisers. Video remains one of the most memorable ad formats, with 43% of US consumers recalling commerce video ads and 22% recalling social video ads.

Reddit posts strong Q3 profit: Ad revenues surge 56%, though user engagement and global growth remain critical to long-term success.

The US ad industry is at a crossroads. Which path it takes will depend heavily on which candidate is elected.

Google Cloud revenue and AI-enhanced advertising growth reveal that AI is the key strategy that sustains Google鈥檚 trajectory despite regulatory headwinds. Here are some important AI-related takeaways. AI mentions: Big Tech鈥檚 AI mentions in earnings calls have spiked over the past two years.