Media Buying

On today's episode, we discuss why Snap's growth continues to stall, what to make of their TikTok-esque short form video feed Spotlight, and what to expect from the company in the second half. "In Other News," we check in on Pinterest and discuss the most interesting trends in social media usage by generation. Tune in to the discussion with our analyst Jasmine Enberg.

Programmatic buying comes to movie theater ads: A strategic shift to reach captive audiences and drive digital advertising budgets.

Most viewers can tolerate ads, actually: Only 16%–17% of viewers can't tolerate them, per Hub Entertainment research, suggesting room for further AVOD growth.

On today's episode, we discuss whether Meta has officially bounced back, what to make of Threads at this point, and what Meta's metaverse plans will look like in 2024. "In Other News," we talk about the impact of TikTok's new text-only posts and what happened to social media app Lemon8. Tune in to the discussion with our analyst Debra Aho Williamson.

National CineMedia (NCM) announced Monday that it will sell movie screen inventory programmatically starting in Q4 of this year. Most US programmatic display ad spend growth comes from video, which will grow 30.2% between 2023 and 2025 for a total of $96.98 billion, per our forecast. NCM wants in on that growth.

On today's episode, we discuss how a new era of social media is rising, whether folks want to pay for things with their hand, when the best time to email your co-worker is, how Walmart+ is getting on, what AI in the home might look like, the most popular cars in the US, and more. Tune in to the discussion with our analysts Ross Benes and Blake Droesch and forecasting director Oscar Orozco.

From 2014 to 2021, spending on non-video programmatic digital display ads in the US had compound annual growth of 27.3%. In 2022, that screeched to a halt, and spending actually declined 2.7%. In 2023, it will effectively be flat at $58.49 billion.

On today's episode, we discuss what Google's Q2 ad growth is telling us, what to make of YouTube's recent performance, and how Google will fair in the second half of the year. "In Other News," we talk about Google rolling out the first step of third-party cookie replacement and what Microsoft is betting on for the future. Tune in to the discussion with our analyst Evelyn Mitchell-Wolf.

US programmatic video ad spend will grow $22.51 billion between 2023 and 2025, a 30.2% increase, according to our forecast.

Amazon's ad policy shift: It will claim a larger share of advertising impressions from Fire TV's streaming services, which could strain developer relations.

A win for audio advertising: A Dentsu study shows that audio ads have a lasting impact on consumers and lower CPMs than other channels.

Pinterest demonstrates resilience: With revenues up 6% YoY and promising partnerships in the pipeline, the company looks poised for a brighter future.

On today's episode, we discuss whether Netflix's password-sharing crackdown is actually working out, why the company got rid of its basic ad-free plan, and whether sticking to sports-adjacent programming is the right move. "In Other News," we talk about whether The Walt Disney Co. might be bailing on TV too soon. Tune in to the discussion with our analyst Daniel Konstantinovic.

The ad market slipped in June, but don’t panic: A 1.6% drop is a sign that the industry is stabilizing after a year of harsh declines.

Amid Hollywood strike, SAG-AFTRA defends interim agreements: Critics argue they might inadvertently benefit AMPTP.

Meta accounts for 19.5% of US digital ad spend, despite US adults spending only 7.6% of their time with digital media on the platform, according to our forecasts.

Retail media is outpacing non-retail media in growth in US search ad spend. As performance-driven advertisers push closer to the point of sale, companies like Amazon benefit. Here’s what’s behind retail media’s search success.

Roku Q2 revenues up: Budget-conscious consumers are flocking to its ad-supported streaming platform.

Meta is one of the two most successful ad publishers in history (along with its duopoly rival, Google), but its ad dominance does not come in tandem with an equally dominant hold over consumers’ time. In fact, Meta’s share of ad revenues is surprisingly out of step with how much time people actually spend on its platforms, particularly when compared with competitors like YouTube and TikTok