蘑菇AV

In the first 100 days of his second term, President Trump has reshaped business strategy across retail, tech, healthcare, and media. Here鈥檚 how tariffs, regulation, and market volatility are forcing brands to rethink spend, growth, and planning.

Why it matters: In a tight spending environment, Chipotle鈥檚 ability to turn a faux holiday into a legitimate sales driver demonstrates the remarkable, lasting power of clever, timely marketing. The brand created a moment that others now feel compelled to play into鈥攑roof that, when done well, hype still sells.

鈥淯nderstanding how consumers are spending their time and money is paramount to your business being successful,鈥� our analyst Jeremy Goldman said on 鈥淭he Future of Digital 2024鈥� webinar. Here are three shifts in media consumption, purchasing behavior, and mobile usage, and how each is prompting new advertising strategies in streaming, social search, and gaming.

Google backs out of gaming, axes Stadia. The news: Google pulled the plug on its Stadia gaming initiative in October, ostensibly as part of its 鈥渟implicity sprint.鈥�.

Final question, Ross in the lead talking about Disney and gaming. So Disney is investing 1.5 billion into Fortnite creator Epic Games in the company's most significant venture into gaming yet writes our Daniel Constantinovich.

Video streaming services, podcasts, video games, and retail media networks all sell inventory upfront. Click here to view the full forecast for upfront TV ad spending. Digital upfront spending is set to eclipse linear TV. We forecast that more money will be allocated upfront to digital video than to primetime linear TV for the first time this year.

AI and ad revenues lift Microsoft鈥檚 fiscal Q1: Company鈥檚 AI-powered ad platforms draw advertisers amid enterprise cloud gains.

When not watching videos, Gen Alphas are gaming. We estimate 44.9% of children under 12 are digital gamers. Many Gen Alphas are picking up the habit from their parents: 75% of parents are gaming with their children regularly, according to a September 2024 Entertainment Software Rating Board (ESRB) survey. More than half of Gen Alphas play on mobile devices.

Why advertisers need to keep up with consumer changes in streaming, social search, and gaming. Most teens and parents are comfortable with how much time teens spend on smartphones, social media. A slight increase in minutes per day with media, thanks to another boost for digital.

The challenge: Three in 4 US consumers (76%) plan to reduce spending if tariffs cause prices to rise, according to a survey by CivicScience. Toys are a discretionary purchase that shoppers can easily put off. That helps explain why Hasbro expects toy industry sales to be 鈥渞elatively flat.鈥�. Looking ahead: While Hasbro鈥檚 Q4 results beat analysts鈥� expectations, its revenues still fell 15% YoY.

Books, consumer electronics/tech, and video games follow only travel, insurance, and banking services as the categories consumers worldwide most prefer to buy online, according to a July 2024 from YouGov. Over three quarters (78%) of US consumers say that reviews from other customers are influential in their online purchase decisions, per September 2024 AfterShip data.

And that translates to sports betting revenues of about 13 billion. So obviously, the amount in revenue is a fraction of the money that's actually wagered. So we can talk about a market size, say, in terms of the revenues around 13 billion, but that's going to go up to close to 18 billion by 2026. And again, this has gone from virtually zero in 2018. (10:19):.

Star Wars has generated $12 billion in total revenues, but only $1.2 billion of that came from theatrical releases, emphasizing the importance of diversifying revenues beyond box office earnings.

Recent examples like PlayStation's 鈥淚ntergalactic: The Heretic Prophet鈥� demonstrate how product placement is evolving, with Porsche-branded spaceships and Adidas sneakers integrated into gaming environments.

The retailer held at least 10 sales events this year鈥攆rom sitewide events like its Big Spring Sale and Prime Day to vertical-specific sales like Amazon Gaming Week and the Amazon Book Sale. Those events have helped establish Amazon as a destination for year-round deals and recruit new Prime members.

Discord expands ad offerings: The company is launching Video Quests for mobile in June 2025, incentivizing ad engagement with in-game rewards as it broadens its advertiser appeal beyond gaming.

YouTube is the dominant platform where they discover new toys, far outpacing traditional TV and gaming platforms, according to a May 2024 Precise TV and Giraffe Insights survey. It鈥檚 also Gen Alpha鈥檚 top platform by time spent, at 84 minutes daily, per Qustodio, a third-party parental control and monitoring platform offered by Qoria. Shopping independently is not commonplace.

We actually estimate that US eSports ad revenues will still grow around 10% each of the next few years. 10% isn't triple digit growth. Your points are well-taken in terms of dampening down some of those expectations that we previously had. And to your point about people being able to watch on-demand gaming content, eSports viewership, we estimate it's about 30 million people in the country.

Maybe Stranger Things games that you can play on your TV would appeal to people who are very deeply embedded in Netflix, but is that really appealing to a general gaming audience to drive subscriptions to Netflix or however they imagine gaming fitting into the revenue picture? I'm not sure.

For the first time, US adults will spend more time per day with digital video than with TV this year, according to our forecast, as the cord-cutting revolution takes hold. Total time spent with digital video and TV will remain just over 6 hours per day, the same amount it鈥檚 been since 2020.

US digital media consumption and consumer spending growth are at a standstill. 鈥淚t's just getting really competitive to reach today's consumers,鈥� our analyst Jeremy Goldman said on an episode of the 鈥淏ehind the Numbers: Daily鈥� podcast. Here鈥檚 what advertisers need to know about the latest trends in digital, including fierce competition for ad dollars to ecommerce having room to grow.