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Advertisers Continue to Brace for Impact: How Market Pressures Are Reshaping Ad Spending Milestones This Year and Next | Behind the Numbers December 1

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.

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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.

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.

In a special Thanksgiving-themed episode of “Behind the Numbers,” we ranked the retail and brand initiatives we’re thankful for this season, from viral merchandise to purpose-driven campaigns. "We're looking at those strategies, launches, and collabs that we're genuinely grateful for, the moves that made us smile, surprised us, or gave us hope for where retail is headed," said our analyst Suzy Davidkhanian.

From Q1 to Q2 2025, search share of voice (SOV) declined steeply for some banking sites. For example, Wells Fargo fell from 3.83% to 1.21% and NerdWallet from 3.66% to 1.68%. At the same time, StudentAid.gov entered the top five and ConsumerFinance.gov entered the top 10. Since FIs can’t control events that drive people’s need for information, they should be prepared to offer education and advice tailored to their customers’ needs and anticipate other resources to which they should direct customers. If an FI is only a place to buy and administer financial products and services, it can’t be positioned as a trusted advisor.

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In 2025, 82% of US consumers did not increase their emergency savings, including 33% whose emergency savings decreased and 18% who had none to begin with. Financial institutions (FIs) are in a strong position to help consumers save. When they do so successfully, they can enhance customer loyalty and help them stay on firmer financial ground, making them high-quality customers for non-depository banking products and services.