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.
Following Google’s second antitrust loss in under a year, Google is at a crossroads. The recent ruling that Google maintains an illegal monopoly on ad tech, combined with last year’s ruling of antitrust practices in online search, could reshape digital advertising.
Reddit’s global growth is now core to its business: Community-driven expansion and ad revenues abroad are transforming the platform’s trajectory.
Amazon sees 18% YoY growth in ad services: While economic headwinds could slow growth, maintaining a presence on Amazon will help advertisers emerge stronger.
LinkedIn rebrands its Wire Program as BrandLink: The move reemphasizes its pivot toward creator-led B2B video.
Roku delivered strong Q1 results and acquired Frndly TV: The deal boosts live content and supports subscription growth without overspending.
Reddit’s blowout Q1 shows ad momentum: With strong midmarket traction and AI tools scaling, its business model is leveling up.
Apple Q2 revenues grow 5% YoY, but Services are slightly below expectations: Despite revenue gains, tariffs and an antitrust case could cause the tides to turn.
Meta revenues up 16% YoY in Q1: The company started the year off on a positive note, but tariffs could foreshadow strife.
More than just a cloud leader: Microsoft ad revenues surged 21%, gaming stabilized, and LinkedIn grew, too.
Snap earnings paint a grim picture for 2025: While revenues were up, the company pulled its guidance and lost 1 million users.
Digital video ad spend will increase 14% in 2025: The IAB findings highlight advertisers’ confidence in digital video as a valuable opportunity to meet goals.
ChatGPT's shopping tool threatens retail media revenues: Its product search could siphon ad dollars from retailers struggling with tariffs, higher prices, and weak demand.
Spotify showed resilience with strong Q1 gains: Still, margin pressures and licensing costs could challenge momentum ahead.
Spotify is scaling video podcast monetization fast: A YouTube-style model and creator tools are fueling the shift.
Samsung Ads launches Creative Canvas to streamline interactive CTV ads: It aims to capture midmarket brands focused on speed and engagement.
VideoAmp focuses on outcomes as CTV spend thrives: An exclusive EMARKETER interview demonstrates how the measurement challenger is elevating big data.
President Donald Trump’s shifting stance on tariffs has created a volatile environment for both consumers and retailers. With some Chinese goods facing tariffs as high as 245% and a blanket 10% on most imports, the market is seeing rapid shifts in consumer behavior, supply chains, and strategic planning.
WPP Q1 revenues decline 5% YoY: Another disappointing quarter could spell trouble ahead for the company if it doesn’t enhance its value proposition.
YouTube tests new AI features: The updates, including video carousels in search results and AI video summaries, promise innovation but require adaptation.