The news: Direct messages (DMs) are becoming a key channel to reach consumers as follower growth, once the gold standard for social media success, declines. The average number of shares for brands on TikTok increased 60% quarter over quarter in Q1, per Dash Social’s 2025 Social Media Trends report, showing a pivot toward private content distribution. At the same time, average monthly follower growth for brands on TikTok dropped 27% YoY. Our take: The rise of DMs as a preferred engagement channel signals a deeper shift in social media strategy—from public broadcasting to private conversation—that requires brands to prioritize intimacy to maintain trust and drive meaningful outcomes.
The news: Instagram added new limitations to its livestream feature, now requiring creators to have a public account with over 1,000 followers to go live, per TechCrunch. Our take: While it could benefit Meta’s competitive position in the livestream space, Instagram’s latest restrictions will harm creators looking to break into the influencer space—necessitating rapid adaptation. Smaller creators could shift attention to other platforms with less restrictive livestream requirements—think YouTube, which only requires 50 subscribers to go live, and Twitch, which has no livestream minimum.
On today’s podcast episode, we discuss why Ms. Yaccarino left X, the expectations for its advertising business in the short and long term, and how realistic its chances are of becoming an “everything app”. Join our conversation with Senior Director of Podcasts and host, Marcus Johnson, Vice President and Principal Analyst, Jasmine Enberg, and Analyst, Marisa Jones. Listen everywhere you find podcasts and watch on YouTube and Spotify.
US nano-influencers, those with fewer than 10,000 followers, boast a 34.1% impression rate—more than double that of any other tier—according to a February survey from Later.
Reddit posted a standout Q2 2025, with revenues jumping 78% year-over-year to $500 million—including $465 million in ad revenue, up 84%. Net income reached $89 million with strong EBITDA and free cash flow. Global DAUs grew 21% to 110.4 million, and US ARPU climbed 59% to $7.87, signaling improved monetization. Reddit is now a billion-dollar US ad business a year ahead of forecasts, driven by growth in AI ad tools. Yet challenges remain: Reddit still holds only 1.1% of US social ad spend and relies heavily on Google Search traffic. Sustaining growth means reshaping advertiser perception and boosting direct engagement.
LinkedIn posted 9% YoY revenue growth in its June-ending quarter, fueled by rising engagement, B2B ad demand, and AI-powered tools. Despite soft hiring trends, sessions rose 11% YoY as more creators and professionals use LinkedIn for content, networking, and branding. Microsoft CEO Satya Nadella emphasized the platform’s evolution from a resume archive to a dynamic business hub. AI continues to drive efficiency and creativity across features, benefiting both users and advertisers. With strong identity data and a trusted audience, LinkedIn is carving out a stable, differentiated space in social media—positioning itself for long-term relevance beyond recruitment cycles.
The news: Reddit is positioning itself as a full-fledged search engine, with over 70 million weekly active users (WAUs) using its search functionality. As part of its strategy to house a full-fledged search engine within its website, the company is expanding its AI-powered conversational interface, Reddit Answers, and making it a central feature on the platform around the world. Reddit Answers has grown to 6 million WAUs from 1 million in December. Our take: If Reddit succeeds in becoming a self-sustaining search platform, it will become an even more valuable asset for marketers looking to target niche audiences and get in on the consumer purchase journey early. Advertisers should start identifying specific subreddits where their audience are already active, experiment with Reddit’s ad formats, and optimize content to surface in the platform’s search results.
Meta’s Q2 2025 earnings showed the company thriving despite softening engagement in mature markets. Revenue surged 22% YoY to $47.52 billion, largely driven by better ad pricing, AI-optimized performance tools, and growing monetization via WhatsApp. Although user growth was modest, Meta demonstrated strong pricing power—especially in North America and Europe—and continues to see big potential in Asia-Pacific. Operating margins remained healthy at 43%, even with record AI investments. As Meta extracts more value per user and expands monetization across platforms, its performance proves that engagement isn’t the only growth lever—it’s how well each session gets monetized.
The news: Last week, credit unions and their customers participated in the annual #ILoveMyCreditUnion social media campaign, per America’s Credit Unions. During last year’s campaign, over 1,000 organizations across all states and 15 countries reached more than 4 million people. Our take: The industrywide social media blitz underscores the importance of collective action and unified messaging. In a competitive landscape where individual credit unions often lack the marketing budgets of large banks, coming together for a coordinated campaign can amplify their reach exponentially. This collaborative spirit is a core differentiator for credit unions, helping them demonstrate their unique, member-centric value proposition to millions of potential new members.
Consumer goods giants Kraft Heinz and Unilever are moving to stimulate demand in a challenging sales climate by increasing marketing spending on their most popular products. Both companies are betting on marketing to spur demand and improve brand equity in a slower-growth climate. But the question is whether stepped-up marketing will be enough to overcome rising consumer caution, particularly in categories like snacks and personal care, where purchases are more discretionary in a tariff-driven environment. Increased investments in promotions could pressure margins in coming quarters.
The news: More than half (51%) of customer service journeys start on search engines and third-party platforms like Google, YouTube, Reddit, and ChatGPT—rather than company websites—prompting businesses to meet customers where they are, per a recent Gartner survey. Our take: Brands need to research and identify the platforms their customers rely on and establish fast, responsive service on those channels. The goal isn’t to pull users back to official websites—it’s to meet them where they already are, with the answers they need, when they need them. Using generative engine optimization (GEO) best practices to boost customer service answers in genAI outputs could help younger consumers get digestible, fast answers in their preferred channel.
YouTube is the top recipient of AI chatbot referral traffic, receiving over three times as much traffic than Facebook or Wikipedia, according to May 2025 data from Similarweb.
The news: Brands are ramping up influencer investment and creator rates are skyrocketing following Unilever’s commitment to allocate half of its advertising budget on an “influencer-first” strategy. Numerous influencer and social agencies “unanimously” claimed a notable increase in client spend on influencer marketing since Unilever’s announcement, per sources cited by The Drum. Our take: Unilever has accelerated a trend that was already in motion, signaling the broader shift among advertisers toward influencer-led strategies that deliver consistent engagement and targeted reach among key demographics.
The news: A US TikTok ban will take effect if a sale isn’t completed by the September 17 deadline, per comments from US Commerce Secretary Howard Lutnick. Lutnick said on CNBC that TikTok will “go dark” if China does not agree to sell to a US owner. He also noted that any deal would require the US gaining control over both the app and its algorithms. Our take: Whether or not a full TikTok ban comes to pass, Lutnick’s comments reinforce a troubling trend: Advertisers are increasingly wary of the platform’s stability, accelerating the shift toward cross-platform strategies.
Instagram head Adam Mosseri clarified that using “link in bio” in post captions does not affect reach, aiming to dispel creator concerns that the algorithm punishes off-platform engagement. Despite his statement, creators remain skeptical, citing anecdotal dips in engagement when directing followers externally. As creators increasingly monetize through affiliate links, paid communities, and platforms like Substack, visibility control has become a high-stakes issue. Misinformation about Instagram’s algorithm leads to caution and second-guessing, creating friction for entrepreneurs growing businesses across multiple platforms. Real or perceived, lack of clarity undermines trust—and for creators, platform policies directly impact their bottom line.
The news: TikTok renewed its Lionel Messi-focused live broadcast deal with Major League Soccer (MLS) after a successful 2024 livestream, per a blog post. TikTok will partner with Apple TV to broadcast four select matches in the current MLS season, with a dedicated camera angle focused on Messi during each match. Our take: TikTok and Apple TV’s newest move is another bid to capitalize on a well-known athlete in a profitable genre, where advertising opportunities are plentiful and success is essentially guaranteed. Sports are one of the most reliable ad environments, offering scale, loyalty, and global reach.
The news: Meta is axing political ads in the EU as of October, citing an uncertain regulatory environment with “unworkable requirements.” The company stated in a blog post that the pullback will include ads related to political, electoral, or social issues, and specifically pointed to conflicts with the EU’s Transparency and Targeting of Political Advertising (TTPA) regulation. Our take: Meta's decision signals how fast platforms can change ad policies and how little time marketers have to react. If labeling systems or ad review processes change for the EU—or broadly apply to topics adjacent to social issues—advertisers may need to recalibrate campaigns to avoid triggering enforcement.