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Google’s AI Ambitions, the Future of Gemini Ads, and a New Shopping Experience | Behind the Numbers November 9

In today’s podcast episode, we explore three of the biggest questions surrounding Google: Can its ad business continue to fund its AI ambitions? When can we expect ads to appear in Gemini? And how will AI transform the Google shopping experience for consumers? Plus, more. Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Nate Elliott, Analyst Marisa Jones, and Director of Forecasting Cindy Liu for the discussion.

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Some 71% of US mobile shopping app users typically buy through the app when a brand offers both an app and a mobile website, according to a September report from RZR.

Its $22 billion Roku deal gives advertisers broader reach and a simpler way to buy streaming ads.

California's law could disrupt product discovery, making alternative ad channels more critical.

As advertisers become more selective, commerce media partners must show what they can deliver beyond audience reach and first-party data. Commerce media networks have spent years building advertising businesses around their access to shoppers and purchase data. Now, with more networks competing for budgets, advertisers want to know what that access is actually worth.

Prime members generate twice the average revenues per user, giving banks a new reason to worry.

The steady growth of out-of-home (OOH) and rapid expansion of digital out-of-home (DOOH) is enhancing the way retailers and brands influence consumers out in the physical world.

Q3 results show stores can fuel ecommerce sales even as most category growth moves online.

Claude offers cross-account financial insights, but it needs to build trust with consumers.

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Its mortgage business outpaced the market, making a case for embedding loans earlier in the buying journey.