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Web Publisher Monetization 2024 (Subscription required). Programmatic Ad Spending Benchmarks: Q4 2024 (Subscription required).

Create new revenue streams from the monetization of data. Large-scale retailers can leverage comprehensive customer data as the foundation for retail media offerings with advanced targeting capabilities. Why does unified commerce matter? The path to purchase is no longer linear.

Create new revenue streams from the monetization of data. Large-scale retailers can leverage comprehensive customer data as the foundation for retail media offerings with advanced targeting capabilities. Read the full report, Unified Commerce Ecosystem 2024.

For retailers, data monetization is proving highly profitable. For advertisers grappling with the delayed but still impending demise of the third-party cookie, first- and zero-party data from retailers represents an effective way to reach customers. Physical stores offer promising reach, but volume is still a long way off.

Trendspotting: Video podcasts are gaining momentum with both creators and users, in part because video allows listeners to feel more connected with podcast hosts, video clips have a propensity to go viral on TikTok and Instagram, and monetization options through video ads. 42% of US adults prefer listening to podcasts with video elements, per Morning Consult, an increase of 31.3% from October 2022.

I mean, Wall Street is just really looking for a clear evidence of monetization of generative AI. They've grown more skeptical of generative AI capital expenditures and OpenAI is certainly, with this relationship with Microsoft, is one of the players that their scrutiny over on that front.

Owned and operated channels have a limited runway for monetization. The value of ad inventory on owned and operated channels is intrinsically tied to traffic volume. Although advertiser benefits include a more tightly controlled, contextual environment and cleaner attribution, the channels also have substantial limitations.

Pichai pointed out that YouTube Shorts monetization has improved, particularly in the US. Shorts recently unveiled fresh features in a bid to improve creator tools and boost viewer interaction. We forecast TikTok ad revenues will climb 38.1% this year to $10.42 billion.

Cash App鈥檚 gross profit increased 21% YoY in Q3, thanks to inflows per active growth and better monetization rates. On the back of those successes, Block increased its gross profit guidance for the full year by $240 million. Diving into Square鈥檚 growth: Square鈥檚 banking push is paying off. Gross profit from Square鈥檚 banking products increased 22% YoY.

AI darlings split the spotlight: Anthropic鈥檚 $30 billion valuation underscores its safety focus and enterprise ties, while Perplexity, worth $9 billion, battles legal woes and bets on ads to stay competitive.

The news: Meta鈥檚 focus on AI-powered ad targeting and content recommendation is fueling engagement and monetization across Facebook, Instagram, and WhatsApp. Revenues reached $40.6 billion, up 19% YoY and above expectations of $40.3 billion for Q3 2024. However, AI-driven investments also come at a high cost as Meta scales its data centers and infrastructure.

However, since OpenAI hasn鈥檛 yet disclosed its monetization plan for its free tier鈥攁nd given how expensive generative AI is鈥攊t鈥檚 hard to imagine a near-term future where the free service isn鈥檛 supported by ads. Another competitor, Perplexity, plans to launch ad-supported answers in Q4, partnering with brands like Nike and Marriott to sponsor responses in its chatbot.

Physical campuses for creators set to return: These spaces could offer creators and brands opportunities to collaborate and learn as the industry professionalizes.

Despite TikTok鈥檚 user engagement prowess and lightning-fast ad revenue growth over the past few years, its user monetization still lags the Meta properties by a wide margin. TikTok has been improving its time-to-revenues performance ratio, though, unlike Snapchat, Reddit, and X (formerly Twitter), which for the most part, haven鈥檛 been shrinking the gaps shown below.

Read the full report, Web Publisher Monetization 2024.

Data that provides a full and accurate view of the customer journey is essential for monetization. For retailers with sufficient scale to support RMNs, extensive customer data boosts the value of their offerings to advertisers. Nearly two-thirds of retailers share or plan to share loyalty data with their retail media advertisers, per Deloitte.

These AI-powered marketing tools can be a data monetization bonanza for two-sided networks. But integrating genAI with proprietary customer data requires caution. GenAI-powered virtual assistant personalization could ignite conversational commerce. With the help of natural language skills, chatbots can build on conversations over time to provide increasingly tailored results.

But lingering questions regarding credit reporting and data monetization privacy issues could lead to larger industry changes for players like Affirm if implemented. Our take: Affirm鈥檚 UK rollout should help the provider grow its user base and payments volume in the long run and help it catch up to rival Klarna, which already operates in the country. But it will face an uphill battle pulling it off.

As the retail media industry has matured, some retailers are beginning to make select ad inventory available to non-endemic advertisers, extending the monetization potential of their first-party transaction-based audience data. Non-endemic advertising can include on-site, in-store, and off-site formats.

Platforms like TikTok and YouTube have made affiliate monetization simpler, allowing influencers to boost brands while benefiting financially from their audience engagement. However, on a recent 蘑菇AV webinar, Awin North America president Adam Weiss noted that on his company鈥檚 network, creator participation has soared by 80% in the past year, but revenues per creator dropped by 40%.

笔别谤辫濒别虫颈迟测鈥檚 monetization plans are unconventional, too. Its chief business officer, Dmitry Shevelenko, told Digiday that it will not serve ads above or within search results like Google. Instead, Perplexity will allow advertisers to influence suggested follow-up questions.

鈥淲ith that, opportunities for monetization are going to evolve and expand.鈥�. Social search ads and genAI players like ChatGPT and Perplexity also pose a threat to traditional search ad revenues. But Google isn鈥檛 going away. 鈥淕oogle鈥檚 status as the default search engine across most major browsers and devices will help protect its dominance,鈥� Mitchell-Wolf said. 3. Retail media will face growing pains.

叠谤补颈苍迟谤别别鈥檚 monetization journey. PayPal is revamping 叠谤补颈苍迟谤别别鈥檚 economics. In re-negotiating with merchants, it鈥檚 accepting lower near-term revenues in exchange for better margins on new contracts. So far, this strategy has paid off: CEO Alex Chriss said Braintree meaningfully contributed to transaction margin dollar growth in Q3, which increased 8% YoY.

So if we read between the lines, the softening of growth sort of signals the upper limit of on-site ad monetization where the majority of retail media ad revenue still comes from.