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Meta to Dethrone Google as Top Ad Business — Here’s Why | Behind the Numbers April 24

In today’s podcast episode, we discuss why we think Meta will surpass Google to become the world’s leading digital advertising business this year, whether Google can wrestle back control in the following years, and how close Amazon is to getting a shot at the title. Join Senior Director of Podcasts and host Marcus Johnson, along with Senior Forecasting Analysts Zach Goldner and Drew Spink. Listen anywhere, or watch on YouTube or Spotify.

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Retail media meets YouTube ads: Google pipes retailer purchase data into Demand Gen, closing the loop from view to sale. Read online

More than half of retailers worldwide (53%) say consumers are increasingly price-sensitive, making it the top external challenge they face in-store, according to December 2025 data from Retail Systems Research.

David’s Bridal shoppers can now make purchases within ChatGPT or Microsoft Copilot, another signal that retail at large is headed on an AI-enabled path.

Claude keeps results ad-free as platforms weigh speed to revenues against user value.

The Container Store + Bed Bath & Beyond mashup strategy may muddy positioning, not fix it.

Cash App and Square stand to pick up volume from Uber ridership and Uber Eats deliveries.

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