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Both companies are increasing ad spend in Europe, especially in the UK and France鈥攁lthough such relief may be short-lived, given that both countries are also considering crackdowns on de minimis imports.

Key Stat: YouTube鈥檚 2.50 billion monthly active users worldwide outnumber those on all other digital platforms despite being unavailable in China, the biggest market in the world. This report can help you:. Develop media strategy and allocate budget for campaigns (brands and agencies).

India is also a major battleground for Meta, whose platforms are banned in China, and Google. TikTok is also banned in India, meaning Meta鈥檚 Reels and YouTube shorts can compete for short-form video attention.

Under the moderate tariff scenario, total ad spending would reach approximately $407 billion, with only the heavy scenario triggering an actual year-over-year decline in total ad spending. "Even in a heavy tariff scenario, top-line digital ad spending, looking at it from a year-over-year growth standpoint, would still grow 4.5% year-over-year," said our analyst Oscar Orozco. Digital channel divide.

For context, China (40.1%) and the US (39.7%) will account for the bulk of retail media ad investments, each raking in roughly $55 billion in spending. Mexico is an emerging retail media powerhouse. We expect advertisers to allocate more than $1 billion to retail media in Mexico for the first time in 2025.

However, this is an apples-to-oranges comparison since YouTube is in a category of its own; it competes for ad dollars not only with social networks but also with streamers like Netflix. Retailers Shein and Temu are pushing up Meta鈥檚 ad prices. The pair have been spending hundreds of millions of ad dollars to reach US shoppers, boosting Meta鈥檚 bottom line and increasing rates.

Temu could appeal to inflation-weary consumers by introducing the gamified, group-buying grocery shopping concept that made sister app Pinduoduo enormously popular in China. Mounting pressure will squeeze the long tail of retail media networks. Even an influx of new retail media networks (RMNs) will not chip away at the share of ad spending allocated to the top two powerhouses.

ChatGPT's shopping tool threatens retail media revenues: Its product search could siphon ad dollars from retailers struggling with tariffs, higher prices, and weak demand.

The Trump administration鈥檚 tariff policy will have a two-fold effect on furniture retailers: Tariffs are expected to raise costs of home construction and renovations鈥攆urther depressing furniture demand鈥攁nd many furniture retailers rely on China and Vietnam for supplies.

ByteDance also mentioned that any agreement is subject to approval under Chinese law. Trump attributed the delay to the ongoing tariff war impacting the US and its trading partners, including China. 鈥淲e hope to continue working in Good Faith with China, who I understand are not very happy about our Reciprocal Tariffs,鈥� Trump posted. The new deadline for a TikTok sale will be mid-June.

Digital ad spend is growing and going increasingly toward programmatic formats. Search ad spend is on the rise as well, as retail media growth remains healthy. And social media is in better shape than previously projected. Here are five recent charts forecasting the future of ad spend.

Methodology: eMarketer estimates for US dollar ad spending include the impact of the weaker local currency in 2022 for the UK, Eurozone, Argentina, Turkey, and Russia.

Even lacking a big game ad spend, we forecast that the US automotive industry's total media ad spend will grow by 7.8% this year to $31.77 billion. This was originally featured in the 蘑菇AV Daily newsletter. For more marketing insights, statistics, and trends, subscribe here.

Worldwide retail media spend will hit $140 billion this year, according to our December 2023 forecast.

This downturn could adversely affect its earnings projections鈥攁nd trade tensions between the US and China could squeeze Apple鈥檚 profit margins and drive up iPhone costs, possibly deterring prospective buyers. Apple is reportedly exploring shifting its iPhone production from China to India to offset these threats.

This year, North America holds the title for most podcast listeners at 149.4 million, per our August 2023 forecast. By 2027, China will take over with 178.7 million listeners.

So, digging into that a bit more, I saw the reason that ... part of the reason that Google's ad revenues were held back was because of the Chinese e-commerce giants, Shein and Temu, two of Google's largest advertisers. They slowed their US ad spending in Q3 year-on-year, according to Sensor Tower. So, that had somewhat of an impact, but what else kind of goes into the soup?

Marketplaces will continue to expand their share of US retail ecommerce as new players with roots in China vie for prominence.

Good outlook: In 2027, 37% of online video ad dollars worldwide will come from TikTok, according to Omdia. As soon as 2024, TikTok will make nearly $19 billion in worldwide ad revenues. While Instagram will still have nearly $60 billion in ad revenues, the Chinese app is giving Meta a run for its money鈥攓uite literally.