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Holiday shoppers are going online first December 2

More than half of US holiday shoppers (55%) plan to make purchases online, according to an October 2025 survey from the National Retail Federation.

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Cyber Monday spending reached $9.1 billion by early evening and is on pace for up to $14.2 billion, marking steady YoY growth but falling short of our 8% forecast amid a Shopify outage. Strong November and Cyber Five results, particularly Black Friday’s 9.1% online surge, underscore resilient demand despite inflation’s drag. Consumers concentrated spending in electronics, apparel, and furniture, while record BNPL usage and rising mobile purchases highlighted shifting behaviors. Overall, the season shows steady momentum but also reveals a more price-sensitive, value-driven shopper increasingly reliant on flexible payment options.

Acast has launched the UK’s biggest integrated podcast marketplace, combining audio and YouTube video inventory through a partnership with Little Dot Studios. The deal gives podcasters access to Little Dot’s 11 billion monthly YouTube views and enables advertisers to buy premium CPM audio alongside dynamic YouTube video ads and sponsorships within one system. This aligns with shifting listener habits: nearly half of UK consumers now prefer watching podcasts, and YouTube will reach over three-quarters of the country by 2029. As podcast video growth steadies, Acast’s unified analytics across audio, YouTube, and social offer marketers a more efficient, accountable way to scale creator-led campaigns.

On today’s podcast episode, we discuss how advertisers are faring amid the current economic backdrop of tariffs, inflation, and a government shutdown; how the digital ad triopoly is changing; and the biggest ad spending milestones this year and in 2026. Join Senior Director of Podcasts and host Marcus Johnson, along with Senior Director of Forecasting Oscar Orozco and Principal Analyst Yory Wurmser. Listen everywhere, and watch on YouTube and Spotify.

Most age groups show negative sentiment as the dominant response to personalized ads, with negativity ranging from 36% to 58%, according to an August 2025 survey from Verve and Censuswide.

Creator partnerships are increasingly a necessity for driving strong marketing results, according to a TikTok report on influencer-led campaigns. Even as influencer marketing proves its value, consumers are becoming more inundated with influencer ads. This makes it paramount that advertisers tailor their strategies for the best results as the influencer marketing space becomes highly saturated.

Generative AI tools increasingly rely on community-driven platforms—Reddit, YouTube, Wikipedia, Yelp, TripAdvisor, and more—as primary sources that feed directly into consumer-facing answers. Because AI does not distinguish between search content, social chatter, reviews, creator posts, or earned media, brand visibility now depends on cross-team coordination rather than siloed optimization. Upstream conversations matter: if forums, reviews, or public commentary lack clarity or depth, AI responses will mirror those gaps. And because users often begin with general queries—not shopping-specific ones—early influence happens long before product discovery. To stay visible, brands must unify search, social, PR, and content workflows.

Brands are ramping up GEO efforts to ensure maximum visibility this holiday season. Tactics include flooding the internet with content; paying influencers to post on TikTok, YouTube, and Facebook; and building entire websites visible only to AI scrapers. If that fails, companies have more opportunities to pay for advertising within AI search results as Walmart, Amazon, and Google ramp up efforts to monetize their AI tools. GEO is a strategic imperative for brands looking to remain discoverable as more shopping research migrates to AI platforms. Given the opportunity, companies should also be experimenting with AI search ads to see how shoppers interact with the format and whether these promos drive purchases or reduce trust in AI recommendations.

Alphabet shares hit an all-time high last week—up about 70% this year and nearing a $4 trillion valuation—after investor enthusiasm surged around its new Gemini 3 model, per CNBC. Google’s parallel push on AI models and custom hardware may pay off faster than expected. Its scale and consumer reach give Google a rare advantage anchored on rapid deployment, lower inference costs, and a massive user base already positioned to adopt whatever Google ships next through services they use every day.

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The fastest-growing B2B organizations share one defining trait—their marketing, sales, and customer success teams operate as one coordinated system, not three departments, per a new study from Trilliad. The payoff is hard to ignore. Companies with high coordination are twice as likely to anticipate revenue growth above 10%. Integrated teams outperform. Integrated tech multiplies team impact. Integrated data turns AI from a pilot project into a growth engine. The path forward is clear—connection is the strongest competitive advantage a B2B organization can build.