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“Cookies are going to be the exception rather than the rule,” analyst Evelyn Mitchell-Wolf said on a recent edition of our “Behind the Numbers” podcast. “Advertisers and publishers are going to need cookieless strategies going forward.”

Instacart makes long-term bets on retail media: We expect the company’s advertising business to grow 16.1% this year and to continue expanding as it diversifies its offerings.

Thanks to Hulu and ad-supported tiers, Disney streaming profits: The company solidified its position as a streaming ad leader with a strong Q3.

Reddit’s Q2 gives uncertain signs: Despite beating expectations, concerns were raised about its long-term viability as an ad platform.

50% of adult US mobile gamers spend between $1 and $50 per year on mobile games, according to an April 2024 CivicScience survey.

On today's podcast episode, we discuss standout data points from this year’s back-to-school season, creators' role in this shopping period, and what back-to-school is trying to tell us about this year's upcoming holidays. Listen to the conversation with our analyst Sara Lebow as she hosts analysts Sarah Marzano and Zak Stambor.

On today's podcast episode, we discuss how Google might present its third-party cookie opt-in to Chrome users, what cookie and cookieless traffic will look like in the future, and what the next move for marketers should be. Tune in to the discussion with host Marcus Johnson and analyst Evelyn Mitchell-Wolf.

Over three-quarters (77%) of US parents plan to visit mass merchant retailers for their back-to-school shopping, per a May 2024 survey from Deloitte.

Young people are on Marketplace and Groups: The challenge for Meta is to direct those users to more monetizable areas of the app.

Average CMO tenure in 2023 at top US advertisers is three years and one month, 11 months lower than the average was about a decade ago, according to April 2024 data from Spencer Stuart.

Uber and DoorDash report double-digit growth as customers prioritize convenience: Order frequency rose in Q2 thanks to both companies’ membership programs and growing selections of merchants.

Consumers are turning to their TVs for holiday inspiration: 43% of connected TV (CTV) users say TV ads offer useful information on holiday shopping, and 72% would scan a QR code in a TV ad to make a purchase, according to a report from LG Ad Solutions.

Elon Musk's X sues GARM and affiliates: Decline in ad revenues sparks legal battle over alleged advertising boycott over brand safety issues.

While YouTube’s ad revenue is smaller than what Meta will generate from Reels on Facebook and Instagram, it’s neck and neck with TikTok, and far outpaces streaming platforms.

Growing demand and regulatory clarity will encourage more FMN launches this year.

US omnichannel retail media ad spend will account for nearly a quarter of total media ad spend by 2028, reaching $129.93 billion, per our forecast. This growth will be fueled by a surge in retail media search, non-endemic partnerships, and off-site placements. However, financial media networks may give retail media networks some competition for advertiser dollars.

Intermediaries like Instacart and DoorDash have a unique place in retail media. With consumers buying goods from major retailers through their platforms, intermediaries have engaged audiences and valuable first-party data. Here are three recent intermediary moves that caught our eye, and what they mean about broader retail media trends.

Nordstrom, Kohl’s look to brand partnerships to boost sales: While Nordstrom turns to buzzy companies like Savage X Fenty to attract younger shoppers, Kohl’s takes a kitchen-sink approach.

Google found guilty of anti-competitive practices: Court ruling challenges market dominance through exclusive agreements and payments to Apple.

On today's podcast episode, we discuss what "Brat" means, the significance of the vice president of the United States Kamala Harris putting social media front and center of her campaign, if riding the "Brat" wave is replicable, and whether it might backfire. Tune in to the discussion with host Marcus Johnson, vice president and analyst Jasmine Enberg and vice president of content Paul Verna.