The news: As the 2025 economy tightens under the pressure of tariffs, AI disruption, and shifting global trade policy, brands are embracing adaptability. Retail growth forecasts have been slashed, inflation-wary consumers are scaling back, and even luxury sentiment is weakening. Our take: Resilient brands are leaning into agile planning, reallocating media spend to ROI-focused channels like search and digital out-of-home, and anchoring value in trust and quality—not just price. As emotional volatility shapes consumer decisions, marketers who show relevance and reassurance will lead. The brands that win won’t wait for stability—they’ll build strategies that succeed amid constant change.
The trend: Most healthcare and pharma marketers plan to increase their CTV/over-the-top (OTT) spending in the next year, according to Nielsen’s Global Annual Marketing Survey. Our take: CTV’s gain of healthcare and pharma ad dollars isn’t necessarily linear TV’s loss. Campaign strategies for linear should focus on brand awareness, while CTV allows drug ads to be highly targeted.
The news: Advertisers are sharpening their focus on in-game advertising as brands seek more meaningful and effective ways of reaching attentive audiences likely to drive purchase decisions. In-game advertising represents a key opportunity to reach highly engaged audiences belonging to key demographics. Our take: Only 20.3% of US gamers say they generally dislike ads in games—proving that ads aren’t the problem, but rather how brands are approaching their in-game strategy. Advertisers must prioritize relevance and context. Ads that align with the game’s environment and audience interests will feel more natural and less intrusive, boosting acceptance and engagement.
The trend: US consumers trust the pharma companies that advertise the prescription drugs they’re taking. Our take: Pharma companies can take heart in knowing the people who take their drugs trust them and their advertising. But it’s also an opportunity for precise data and media targeting to reach new consumers who would be interested in their medication—undiagnosed people or competitors’ patients—and receptive to learning about them.
The news: T-Mobile, Verizon, and AT&T are in various stages of launching satellite messaging services, extending mobile connectivity into remote areas. Key takeaway: Satellite-cellular convergence opens new paths for targeted ads. As T-Mobile, Verizon, Apple, and others build out skyward networks, marketers gain access to previously unreachable users in creative ways. Marketers should prepare for a world without dead zones. With satellite connectivity becoming widespread, it could unlock new inventory, audiences, and high-intent use cases—especially for premium segments.
The news: Linear ad impressions declined 4.25% YoY in Q1, falling from about 92% of impressions in early 2023 to around 86% in March 2025, per iSpot’s Q1 TV Ad Transparency Report. But despite the decline, linear ad spend grew 4% in Q1, reaching $12.34 billion—indicating that while audience preferences are shifting, advertiser interest in linear remains steady. Our take: The most effective ad strategies will strike a balance between sustaining investment in linear to capitalize on its scale and reliability, and steadily increasing investment in streaming to align with evolving viewer behavior and future-proof campaign performance.
The news: China is outpacing the US in retail media’s global rise, with nearly half of its digital ad spending now flowing through retail platforms. While Amazon still leads globally, its growth is slowing—expected to rise just 18.6% in 2025. Meanwhile, players like Uber Eats, Meijer, and Albertsons are growing ad revenues at triple-digit rates. Our take: Retail media is becoming more fragmented and competitive. Success now requires portfolio diversification, especially as new channels—like last-mile delivery and in-store signage—gain momentum. What began as an Amazon-centric, US-led trend is now a worldwide shift reshaping how consumers discover, consider, and buy.
The news: Spotify’s Partner Program has opened new monetization paths for video podcasters, enabling MP4 uploads and revenue through ads and subscriptions. Creators like Ryth report earning over $55,000 per month, surpassing YouTube earnings. However, the model doesn’t support dynamic ads for premium subscribers, prompting networks to hold back. Why it matters: Nearly half of all digital media time is spent on video, and Spotify is betting big on that trend—especially among Gen Z, who increasingly prefer video-first podcast formats. Our take: Spotify’s approach may alienate ad-heavy networks for now, but video’s growth and creator enthusiasm suggest its long-term strategy is sound.
The news: While brands invest heavily in social media giants like Instagram and Facebook, smaller platforms are showing steady growth—indicating a future where ad opportunities go beyond the big players. While the Meta platforms make up an enormous 72.5% of US social network ad spending, smaller social media platforms are holding their own, experiencing growth at a similar rate to Meta. Our take: While advertisers shouldn’t discount the massive reach Meta offers, smaller players are increasingly valuable for driving results, especially as competition intensifies on larger platforms.
The news: The FTC has conditionally approved Omnicom’s $13.5 billion acquisition of IPG, but with a historic behavioral restriction: the merged ad giant is barred from coordinating ad placements based on political or ideological content. This addresses rising concerns over informal industry efforts to blacklist partisan publishers, especially those on the right. Our take: The ruling sends a clear warning that media buying behavior is under federal scrutiny. While brands can still control where their ads appear, holding companies must now walk a tighter line. The age of unregulated middlemen in ad placement may be ending.
The news: Google reduced its sub-$500 million smart TV budget by 10%, laid off a quarter of its 300-person TV staff, and scaled back investments in connected TV (CTV) initiatives like Google TV and Android TV, per The Information. The latest changes prioritize YouTube and cloud, which now drive Alphabet’s $110 billion annual run rate. Our take: Advertisers should reallocate budgets toward YouTube’s growing ad ecosystem while exploring emerging CTV platforms like Roku and Amazon Fire TV. Google’s retreat creates openings for competitors to capture market share in CTV advertising.
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.
The trend: At Cannes Lions 2025, Meta, TikTok, Google, and others made clear that AI-powered ad automation is no longer an experiment—it’s the plan. The news: Meta and TikTok each emphasized agency relationships, but both platforms expanded generative AI tools that let brands generate and manage campaigns without intermediaries. Amazon, Comcast, and Google are doing the same, pushing toward platform-native, self-serve ad models. Our take: As automation replaces traditional support services, agencies face existential pressure. To stay relevant, holding companies will need to prove they offer value that AI can’t replace—fast.
The news: Brands are increasingly engaging with nano-, micro-, and mid-tier influencers—creators with up to 10,000, 50,000, 500,000 followers, respectively—and shifting away from macro- and mega-influencers with larger followings. Nano-influencers maintain the highest engagement rate across influencer categories on Instagram at 6.23%. On Instagram, there’s a notable trend of engagement rates decreasing as follower count increases. Our take: Partnering with nano-, micro-, and mid-tier influencers enables brands to tap into deeper authenticity and niche audiences, translating to more meaningful engagement and higher ROI than broader, but less personal, macro-influencer campaigns.
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: 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: 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: 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.