Media Buying

Nearly $30 billion in ad spend will skip the ad triopoly: Meta, Google, and Amazon will see pullbacks as advertisers explore other options

Claude’s new tool offers developers a way to skip the browser and run real-time, cited searches—threatening ad models and SEO strategies alike.

YouTube introduces creator marketing updates: The changes aim to position YouTube as an influencer marketing hub amid social media uncertainty.

On today’s podcast episode, we discuss Meta’s capacity to weather the tariff climate, how Meta plans to redefine advertising, and what happens if it is forced to sell Instagram and WhatsApp. Join Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Senior Analyst Minda Smiley. Listen everywhere and watch on YouTube and Spotify.

NBCU highlights sports, streaming at Upfront event: The presentation outlined NBCU’s plan to offset declining traditional TV revenues.

Social platforms vie for attention at NewFronts: Meta, TikTok, and Snap all debuted ad updates designed to remain competitive amid a backdrop of uncertainty.

After last quarter’s rare miss, The Trade Desk delivers: Strong earnings and UID2 adoption signal confidence for 2025 and beyond.

“A good campaign probably has a little bit of risk,” said “It’s Always Sunny In Philadelphia” star Charlie Day at this week’s OOH Media Con 25. “You’re much better off taking the risk and taking the swing on something that could be wildly successful.”

Pinterest’s Q1 involved strong user and global revenue growth: US monetization, though, could be under pressure moving forward.

With AI bios and comment pinning features, Reddit is courting SMBs and zeroing in on its role in the purchase journey.

AppLovin beat Q1 expectations and exited gaming: The company is now all-in on adtech, led by AXON’s rapid growth.

Studio and linear remain a dark cloud for WBD and Paramount: Revenues were down YoY for both companies, but streaming remains a beacon of hope.

Insights from IAB NewFronts: Streaming and AI innovation are transforming marketing—but in a period of rapid change and economic unrest, adaptation is key.

Disney’s streaming bundle is driving subscriber gains and lower churn: But fiscal caution and ad headwinds may limit future momentum.

Shein and Temu pull back US digital ad spending, shift to Europe: The change shows how geopolitical tensions trickle down to business operations.

DOJ continues the push to dismantle Google: The search giant will need to battle regulators to defend its dominance, while advertisers should prepare for fragmentation.

Marketers are cutting branding spend in favor of performance media: Search and retail win as caution dominates strategy.

The DOJ’s proposal to unwind Google’s ad stack could reshape digital advertising—potentially leveling the playing field for advertisers and giving publishers more leverage

On today’s podcast episode, we discuss why Google is now keeping third-party cookies, who’s most likely to buy Chrome if they have to sell it, and the impact of AI Overviews so far. Join Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Principal Analyst Yory Wurmser. Listen everywhere and watch on YouTube and Spotify.