Temu and Shein slashed US ad spending sharply in April ahead of Trump鈥檚 Q2 tariff and de minimis overhaul. Temu鈥檚 ad budget dropped 31% across Meta, YouTube, and X, and its Google Shopping spend fell to zero after April 9. Shein鈥檚 YouTube investments also took a hit. Given Meta鈥檚 deep exposure to Chinese ecommerce (up to 11% of total ad spend by some estimates) the risk to Q2 earnings was real.
If social media is a digital shopping mall, genAI assistants are personal shoppers. As AI gains ground, it could disrupt established social shopping behaviors.
Reddit posted a standout Q2 2025, with revenues jumping 78% year-over-year to $500 million鈥攊ncluding $465 million in ad revenue, up 84%. Net income reached $89 million with strong EBITDA and free cash flow. Global DAUs grew 21% to 110.4 million, and US ARPU climbed 59% to $7.87, signaling improved monetization. Reddit is now a billion-dollar US ad business a year ahead of forecasts, driven by growth in AI ad tools. Yet challenges remain: Reddit still holds only 1.1% of US social ad spend and relies heavily on Google Search traffic. Sustaining growth means reshaping advertiser perception and boosting direct engagement.
Germany鈥檚 digital landscape is evolving fast, driven by shifting consumer behaviors, increasing ecommerce adoption, and changing media habits. Recent data reveals the trends shaping digital spending, retail sales, and more.
France鈥檚 digital landscape is evolving fast, driven by shifting consumer and media habits and increasing ecommerce adoption. Recent data reveals the trends shaping digital spending, retail sales, and more.