This year, Instacart’s US digital ad revenues will grow faster than TikTok, Amazon, and Apple, according to our forecast. The reason is retail media. As advertisers pivot from the duopoly of Google and Meta, they’re putting their dollars into retail media, which gives them more bang for their buck.
Article
| Feb 10, 2023
Mobile ad units will capture 70.6% of US programmatic digital display ad spend in 2023, up from its 39.3% share in 2013, according to our April 2023 forecast. Over the last 10 years, mobile has stolen share from desktops and laptops, which now only claim 12.9% of US programmatic digital display ad spend, compared with its 60.7% share in 2013.
Article
| Dec 7, 2023
Key stat: Global mobile in-app purchase revenue across iOS and Google Play, including subscriptions, paid apps, and games, hit a new record at $150 billion in 2024, according to Sensor Tower’s "State of Mobile 2025 Report.". The average time spent per day with mobile device apps in the US will be 3 hours and 46 minutes (3:46) in 2025, according to our January forecast.
Article
| Jan 24, 2025
Walmart will grow its US digital ad revenues by 42% this year, outpacing Google, Meta, and even Amazon, according to our forecast. In addition, its massive physical footprint gives it an edge over Amazon when it comes to in-store retail media opportunities. Albertsons Companies/The Kroger Co.: Yes, currently these are two separate companies.
Article
| Mar 17, 2023
“The amount of friction today with pop-ups, cookie consent, weird navigations, intrusive ads—that experience is not enjoyed by any of us. So I applaud the moves that Google is making.”. Some users, however, are doing the opposite of applauding. Google’s Search Community forum is currently filled with user posts asking how they can disable AI Overviews.
Article
| May 20, 2024
On today's special podcast episode, we continue our monthly show where we discuss the biggest trends of the moment and the newest research, sprinkle in some analysis, and bundle it up into a quiz. Every month, three of our analysts representing their respective coverage area teams compete against each other. (We also encourage you to play along at home.) We keep a running score and will crown a winning team at the end of the year. Today, we cover the triopoly's Q2 advertising performance, The Walt Disney Co.’s foray into sports betting, and who exactly are Gen Alphas? Tune in to the discussion with this month's contestants: our analysts Ross Benes and Zak Stambor and vice president of Briefings Stephanie Taglianetti.
Audio
| Aug 30, 2023
We forecast US spending on mobile app install ads will grow 15.5% to reach $23.81 billion this year. More than one-fifth, or $5.20 billion, of that spend will go to Apple, while the digital ad duopoly will take roughly one-third ($4.17 billion for Google and $3.69 billion for Meta). Use this chart:. Justify budget allocation to app store advertising.
Article
| Jun 5, 2023
On today's podcast episode, we discuss why social media platforms are less equipped to stop toxic content, the main ways AI will heighten brand safety concerns, and steps marketers can take to mitigate risk. "In Other News," we talk about whether brands repurposing vertical video ads for TVs can work and what Hulu adding its content to Disney+ means for the streaming universe. Tune in to the discussion with our vice president of content Paul Verna.
Audio
| Apr 18, 2024
Meta is still one of the world’s biggest ad companies. Despite Facebook’s decline, Meta remains second only to Google and YouTube’s parent company, Alphabet, in worldwide ad spend. Total ad revenues fell at Meta in 2022, and we forecast Meta will make up 19.4% of worldwide digital ad spend this year, down from a peak of 22.0% in 2021. ByteDance is one company taking over Meta’s digital ad share.
Article
| Jan 27, 2023
Ads clutter are everywhere, low quality products, fraud. Ad clutter is also a problem on Google Shopping and consumers encounter added friction when they're directed to merchants websites to complete a purchase.
Audio
| Nov 22, 2024
Most US adults will click through a digital ad that’s relevant to their interests, according to a CivicScience survey. That’s an improvement from March 2021, when 57% of US adults said they were not likely to click through these ads. As of January 2023, that figure dropped to 44%.
Article
| Mar 23, 2023
Tech’s Big Five (including Meta, Google, Amazon, Microsoft, and Apple) have all upped mentions of AI during their 2024 earnings calls compared with two years prior, according to company releases.
Article
| Aug 14, 2024
On today's episode, we discuss the significance of Amazon buying a primary care network, how ChatGPT did when it took the US Medical Licensing Exam, and what an Apple mixed reality headset could do to treat pain. "In Other News," we talk about health information being shared for advertising purposes and what to make of CVS buying Oak Street Health. Tune in to the discussion with our analysts Lisa Phillips and Rajiv Leventhal.
Audio
| Feb 22, 2023
The UK ad market is under as much pressure as it’s ever faced. But while spending growth will hit a historical low, there are some positive signs for advertisers with experimentation away from the duopoly a very real possibility.
Report
| May 4, 2023
Marketers should home in on opportunities in virtual concert sponsorships, branded spaces, and creator-led initiatives that move beyond ads and into immersive experiences.
Article
| Mar 25, 2025
Despite cooling growth, CTV is lifting the programmatic market. 5 ad trends you should be paying attention to now, according to an agency expert.
Article
| Oct 16, 2023
Google Wallet. JPMorgan Chase. Liberty Street Economics. NCSL. PayPal. PYMNTS.com. Stripe. Target. Trustly. Visa. Walmart. Worldpay.
Report
| Feb 27, 2025
The news: Tech lobbying group NetChoice, which represents Google, Meta, and Snap, failed to oppose California’s Protecting Our Kids from Social Media Addiction Act (SB 976), a groundbreaking law set to limit addictive social media feeds for minors, per PCMag. US District Judge Edward J.
Article
| Jan 2, 2025
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| Apr 29, 2025
How AI transforms the customer journey at each stage. 5 predictions on the future of digital advertising, from Meta to Google, Apple, and Amazon. More Chart of the Day. 7/13 - Don’t fear the AI. 7/12 - B2B’s LinkedIn the chain. 7/11 - Just in Prime. 7/10 - Prime expectations. 7/7 - Gen Z’s mind over matter.
Article
| Jul 13, 2023
As Samsung and Google develop mixed-reality glasses, Apple and Meta refine their ecosystems. Cheaper, lighter devices could finally push AR/VR into the mainstream.
Article
| Jan 24, 2025
Last week, Google and Microsoft each unveiled new AI-powered search tools, each of which made factual errors during demos. Both companies have hit stumbling blocks in the race for AI dominance they weren’t fully prepared to run. That said, Microsoft has created more buzz by integrating OpenAI’s popular ChatGPT into its Bing platform.
Article
| Feb 15, 2023
In a video- and image-centric world, SEO is still the key to allocating marketing budgets, and Google has already done much of the research for you.
“Every time Google shows a search result, they are displaying billions of dollars in R&D to understand the customer,” said Wil Reynolds, VP of Innovation at Seer Interactive, speaking at the Paid Search Association annual conference. “Billions that I don't have.”
Article
| Feb 24, 2023
Moving on up: In order to keep up with advertiser demand, many retail media networks have begun to offer ad formats across social, CTV, and the open web. “Marketers are not just looking for a way to drive sales, but to actually build the brand,” said John Paquin, senior director, brand and media, at the Association of National Advertisers (ANA).
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| May 7, 2024
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| Mar 25, 2025