Our take: Microsoft’s search and advertising growth is a promising indicator of its ability to innovate and compete in digital advertising. The company continues to build partnerships with news and entertainment publishers, paying them $1 billion over the past five years to reach new audiences. But it needs to show these efforts will help them make inroads into Google’s gargantuan lead in the space.
Article
| Jul 31, 2024
On April 27, the same day it released mixed Q1 earnings, Pinterest announced a partnership with Amazon that would allow the ecommerce giant to sell Pinterest ads on its own platform. This marked the first time Pinterest had allowed a third party to sell its ad inventory. Our Take: Retail and social media are at the beginning of what could be a very mutually beneficial relationship.
Report
| May 18, 2023
Over two-thirds (69%) of US ecommerce decision-makers plan to increase investment in social media advertising this holiday season, according to Commercetools. Nearly as many (67%) will increase investment in utilizing social media platforms altogether.
Article
| Oct 21, 2024
Banning advertising tax deductions for pharma could generate $1.5 billion to $1.7 billion in federal tax revenues, according to Campaign for Sustainable Rx Pricing’s ad spending analysis of 10 leading pharma companies. Why it matters: A total ban on direct-to-consumer drug advertising would face First Amendment free speech challenges from the pharma, advertising, and media industries.
Article
| Apr 29, 2025
The ARES Shopping Suite shows signs of promise. Retail AR is still far from mainstream, but shopping is a growing use case among AR users. At SPS, Snap demonstrated how its Shopping Suite (which brands can integrate into their own websites and apps) has improved the shopping experience, increased sales, and reduced returns for fashion brands like Farm Rio and Princess Polly.
Report
| Apr 25, 2023
By 2026, US spending on ecommerce channel ads—a large subset of retail media—will be more than triple its 2020 level, per our forecast. Within the ecommerce channel, both search and display advertising are growing rapidly.
Article
| Mar 15, 2023
Digital grocery shopping is booming in general. In 2023, grocery ecommerce sales will increase by 14.8% (to $160.91 billion), outpacing overall ecommerce, which will increase by just 10.5%. By 2024, 60.2% of all click-and-collect sales will be groceries. Delivery still rules, though, as click and collect will only make up roughly 35% of digital grocery sales this year and next year.
Report
| Feb 15, 2023
A jarring deceleration in ad spending growth has shaken the advertising industry in many parts of the world. However, this softness is not universal, and it is likely to be short-lived.
Report
| Jan 9, 2023
We expect 2023 to usher in changes in ad spending, audience, and commerce that will create a new crop of digital leaders.
Report
| Nov 29, 2022
Experimentation with new features like live shopping and native checkout will take a backseat. TikTok is (partially) the exception:. The percentage of TikTok users who buy via the app has exploded. It will reach parity with Facebook and surpass Instagram in 2023. TikTok is testing TikTok Shop (which includes live shopping) in the US, and reports suggest it will launch a supply-chain infrastructure.
Report
| Dec 19, 2022
US Black adults spend the greatest share of their total TV time watching cable (22.4%), followed by broadcast (21.8%), according to a 2025 Nielsen report.
Article
| Feb 28, 2025
In this way, it's really useful for shoppers. A point of tension could be brands having to spend money in places that they didn't necessarily think they would need to spend money, so like getting those spots. This is good for retailers because it means more inventory, more ad spend, but for brands, it might kind of feel like a pay-to-play situation. Arielle Feger:.
Audio
| Apr 3, 2024
Consumer packaged goods (CPG) brands have attempted to break into D2C ecommerce in recent years, to varying degrees of success. How can they avoid unprofitable strategies and develop a viable D2C ecommerce channel?
Report
| Jun 5, 2023
As consumers grow more likely to start their online shopping journeys on social networks, there are a few platforms to keep an eye on. TikTok and Instagram are competing on product discovery—historically Google’s domain—and commerce, which has been Amazon’s claim to fame.
Report
| May 15, 2023
Article
| Jul 17, 2024
Social media platforms focus on outcomes: Executives cite pressure to deliver for advertisers as Q2 earnings reports approach.
Article
| Jul 10, 2024
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| Sep 1, 2024
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Streaming makes ad spending gains, Netflix experiences growing pains, and advertisers encounter a soft upfront market.
Report
| Jun 21, 2023
°ä°Õ³Õ’s ad spending growth will be greater than TV’s decline. That’s why, despite the shrinking pool of linear TV ad dollars, the combined amount spent on CTV and TV will grow from $86.4 billion in 2023 to almost $100 billion by the end of our forecast period in 2027. CTV will continue to eat into linear ad dollars.
Report
| Jun 16, 2023
Premiere Spotlight, Pinterest’s newest ad format tied to search, gives advertisers a prominent position atop the search results page for 24 hours, along with in-app links to shopping options. This type of placement isn’t available on other social platforms, but we expect they’ll eventually add it. Test shopping integrations.
Report
| Jun 14, 2023
Disintermediation is getting real, upfront advertisers want their programmatic CTV spending accounted for, and Google shares early results from the Privacy Sandbox.
Report
| Jun 8, 2023
TikTok Shop became available across the US last week. The social video platform has a lot to gain in retail and ad revenues, but it risks facing the same challenges Meta has had with social commerce on Instagram—users' reluctance to actually complete purchases in app. But with sister app Douyin setting the blueprint for TikTok’s social commerce endeavors, the platform isn’t starting from scratch. Here’s a look at TikTok’s social commerce strategy and potential in five charts.
Article
| Sep 15, 2023
The ad spending gap is also narrowing. CTV accounted for less than 10% of traditional TV spending in 2019, but it’ll be near 50% in 2024. This means the TV advertising market is settling into a pattern where ad spending tracks with time spent (as it logically should).
Report
| Apr 26, 2023
Ahead, we look at the state of play at the 2023 upfronts, including our latest forecast for US upfront ad spending and how a shift toward digital video, especially connected TV (CTV), is transforming this time-honored tradition. KEY QUESTIONS.
Report
| May 17, 2023
Uber sees retail media opportunity in UK: The ride-sharing and delivery firm looks to capitalize on its own first-party data amidst a general ad downturn.
Article
| Dec 8, 2022