The news: Microsoft is planning a major round of layoffs next week in its Xbox division as part of broader corporate restructuring, per Bloomberg. This marks Microsoft’s fourth major job cut in 18 months and follows mounting pressure to raise margins after buying Activision Blizzard for $69 billion. Our take:For advertisers and marketers, this signals that the future of Xbox isn’t hardware but an ecosystem. Aligning campaigns with emerging touchpoints like cloud gaming, mobile access, and VR could help brands stay in front of where players are headed.
On today’s podcast episode, we discuss our ‘very specific, but highly unlikely’ predictions for 2025. What would happen to the social media world if OpenAI bought Snap, what if Starbucks launched a Stablecoin, and why some companies might still want to buy linear networks. Join Senior Director of Podcasts and host Marcus Johnson, Vice Presidents of Content Suzy Davidkhanian and Paul Verna, and Principal Analyst Yory Wurmser. Listen everywhere and watch on YouTube and Spotify.
The news: Cannes Lions 2025 marked a shift in retail media strategy, with platforms like Pinterest and Reddit forging deeper ties with retailers. CVS announced a clean room data partnership with Reddit to allow targeting based on shared first-party data, launching a Sensodyne and Advil campaign this fall. Pinterest partnered with Instacart to enable shopping from pins and connect ad exposure to sales via closed-loop attribution. Our take: Social platforms are becoming full-funnel retail media environments. By fusing community context with purchase signals, these integrations aim to blend discovery and commerce in real time—paving the way for more data-rich, measurable campaigns.
The news: The Trade Desk has partnered with Rembrand to bring AI-generated in-content product placements to its Kokai platform. Advertisers can now programmatically insert branded elements like packaging or signage into videos across the open internet and connected TV. Rembrand claims these placements increase unaided awareness by 1.5x and boost brand recall by up to 31%. TTD also added three AI creative partners: Nova, Spaceback, and Bunny Studio. Our take: This marks a shift toward immersive, scalable ad formats that don’t disrupt the viewer experience. The move strengthens TTD’s AI credentials while giving brands new ways to be seen—without being skipped.
On today’s podcast episode, we discuss the battle between linear TV and CTV, one mobile device metric that is going down, and a surprising finding about which age group uses YouTube the most. Join Senior Director of Podcasts and host Marcus Johnson, Principal Forecasting Writer Ethan Cramer-Flood, and Senior Director of Forecasting Oscar Orozco. Listen everywhere and watch on YouTube and Spotify.
The news: Advertisers are prioritizing interactive video ads to capture users and boost engagement as social media and YouTube consume ad spend. 52% of advertisers expect to use interactive features in at least 26% of their ads this year, per Digiday and PadSquad’s 2025 State of the Industry survey. Only 7% neither use and nor plan to use interactive video features in their ads. Our take: In a saturated media market, getting and keeping consumers’ attention is a difficult endeavor. Integrating gamified features and personalized media elements can help ensure that marketing campaigns are seen and not just scrolled past.
The news: At Cannes Lions 2025, Netflix announced it has added Yahoo’s DSP to its growing list of programmatic partners, joining Google, The Trade Desk, and Microsoft. The expansion boosts flexibility for advertisers targeting Netflix’s 94 million monthly ad-tier users across 12 countries, with new capabilities for first-party data and interest-based buying. Our take: With its Ads Suite now live globally, Netflix is done crawling—it’s competing directly with YouTube and social platforms for CTV budgets. As its per-user ad revenues rebound and its content ecosystem broadens, Netflix is evolving into a full-funnel marketing platform poised to reshape premium video monetization.
The news: YouTube unveiled Open Call at Cannes Lions 2025, a new platform-native feature allowing advertisers to post campaign briefs that monetized creators can directly respond to with self-produced content. The initiative removes the need for traditional influencer matchmaking, giving brands centralized control over content submissions, approvals, and performance via Google Ads. Our take: As costs rise and brand safety concerns mount, Open Call could tilt the branded content ecosystem in favor of marketers. It simplifies creator discovery, improves ROI measurement, and could lead to longer-term omnichannel partnerships. YouTube’s move positions it as a central hub for scalable, data-informed influencer marketing.
The news: YouTube unveiled Open Call at Cannes Lions 2025, a new platform-native feature allowing advertisers to post campaign briefs that monetized creators can directly respond to with self-produced content. The initiative removes the need for traditional influencer matchmaking, giving brands centralized control over content submissions, approvals, and performance via Google Ads. Our take: As costs rise and brand safety concerns mount, Open Call could tilt the branded content ecosystem in favor of marketers. It simplifies creator discovery, improves ROI measurement, and could lead to longer-term omnichannel partnerships. YouTube’s move positions it as a central hub for scalable, data-informed influencer marketing.
The news: At Cannes Lions 2025, Meta introduced 11 new generative AI ad features—ranging from dynamic image-to-video tools to brand-safe creative automation—and confirmed a $14–$15 billion investment in Scale AI, securing a 49% stake. These new Advantage+ tools aim to help advertisers, particularly SMBs, generate personalized, performance-optimized content at scale. Our take: Meta’s Cannes push underscores its dual strategy: democratizing high-impact creative through automation while investing in foundational AI infrastructure. The tools offer clear short-term ROAS gains, but Meta must still walk a fine line—scaling ad personalization without overwhelming users or alienating agency partners that still prioritize creative control.
Programmatic ad buying is undergoing a sea change: Microsoft’s DSP closure signals a smaller role for Big Tech in managing third-party ad inventory—so who will take its place?
The news: Reddit rolled out two AI-driven ad tools—Reddit Insights and Conversation Summary Add-ons—to tap into its massive archive of user conversations to help brands reach more audiences effectively, per Reuters. Reddit is using generative AI (genAI) to distill user sentiment and track subreddit trends for sharper ad targeting. Our take: Where Meta and Google rely on targeting individual users, Reddit is spotlighting group dynamics and a shift toward community-led marketing. If these tools succeed, they could offer a new avenue for how brands approach discovery, feedback, and brand perception.
The news: Global ad spend growth is slowing but staying positive, with WARC projecting a 6.2% rise to $1.16 trillion in 2025 and MAGNA forecasting a 4.9% climb to $979 billion. Retail media is outpacing linear TV for the first time, and Alphabet, Meta, and Amazon continue to control the majority of digital revenues. Measurable channels like short-form video, retail media, and ad-supported VOD are gaining ground. Our take: Amid economic pressures and trade concerns, advertisers are prioritizing performance, shifting budgets geographically and platform-wise. With elections, AI, and major global events on the horizon, platforms that prove outcomes—not impressions—will shape the next era.
The news: Amazon will bring inventory from Roku to its demand-side platform (DSP), the two announced at Cannes Lions, starting in Q4 2025. Our take: Amazon’s Roku partnership is a well-timed announcement to convince advertisers to stick with their CTV ecosystems even amid tightening budgets.
On today’s podcast episode, we discuss whether advertisers can still create powerful brand narratives in such a fragmented media universe, the best piece of advice for advertisers trying to negotiate a minefield of tariff-related changes, and how AI will impact advertising and marketing over the next 12 months. Join Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Principal Analyst Sarah Marzano. Listen everywhere and watch on YouTube and Spotify.
The news: Pinterest will host high-performing influencer content posted on affiliate shopping platform LTK, automatically bringing popular images from the platform to Pinterest, according to The Verge. Pinterest also hired Chip Jessopp, former Amazon director of global accounts and ad tech sales, as head of programmatic, per Digiday. Jessopp will help Pinterest create new demand channels while scaling its programmatic abilities. Our take: Pinterest’s moves could better position it as a legitimate competitor in digital advertising and a promising growth area for influencers and marketers—giving the platform more legs against social commerce giants like Meta and TikTok.
The news: Sens. Bernie Sanders (I-VT) and Angus King (I-ME) have introduced a bill, The End Prescription Drug Ads Now Act, that would prohibit D2C prescription drug advertising on television, radio, print, digital platforms, and social media. Our take: Despite disdain for drug commercials among consumers and lawmakers, pharma marketers shouldn’t sound the alarm just yet.
The news: Reddit published a report Thursday highlighting its increasing relevance for advertisers as social media users gain trust in the platform for purchase decisions. Reddit routinely delivers promising ad results. Adding Reddit to ad campaigns leads to $6.94 higher incremental ROAS across channels. Our take: Despite lingering brand hesitancy to adopt Reddit as a core advertising channel, the platform is increasingly becoming a reliable source that promises high returns—making it a key part of an effective campaign for advertisers who know how to navigate it.
The news: Brazil’s Supreme Court ruled that social media platforms must be held accountable for illegal user-generated content (UGC), marking a major shift in digital regulation, per Reuters. Six of 11 justices backed fines for non-removal, putting the pressure on platforms to police their content. The decision to place accountability on platform owners could undermine the business and advertising strategies of Meta, YouTube, X, and TikTok. Key takeaway: When governments crack down on platforms, ad environments change fast. If Brazil’s ruling becomes the norm, social platforms may shift from open forums to tightly controlled spaces—risking user engagement, discoverability, algorithmic reach, and ad effectiveness.
The news: Cannes Lions 2025 is highlighting how retail media is moving beyond performance marketing into broader applications across brand storytelling, in-store influence, and customer experience. Executives like Victoria Usher and Jim Kane are calling attention to how brands now activate retail data for segmentation, planning, and innovation across media touchpoints including CTV and search. Our take: This shift reflects growing demand for privacy-safe, first-party data solutions amid signal loss and rising complexity. Cannes will underscore retail media’s potential to support creativity and full-funnel integration. The future isn’t just attribution—it’s about making retail platforms vital to brand equity and long-term engagement.