US ad revenues grew 10.3% in Q2, excluding political advertising, continuing a trend of steady gains in 2025 despite tariff headwinds, per Madison & Wall. Digital advertising overall grew 15.8% and represented about a 70% share of ad spending. Ad growth is maintaining momentum, but the slowdown from 2024 indicates that advertisers are already becoming more cautious as tariffs and a recession could lead to a demand shock that affects advertising strategies.
Netflix and Amazon Ads have struck a global partnership to bring Netflix’s ad inventory to Amazon’s demand-side platform (DSP) across 12 markets, including the US, UK, France, Japan, and Brazil. The move expands Netflix’s programmatic footprint as it aims to nearly double US ad revenues this year and approach $3 billion globally by 2027. For Amazon, adding Netflix strengthens its DSP’s position; the deal underscores a shift toward centralized TV planning, where Amazon’s DSP increasingly serves as the central gateway for connected TV advertising.
President Trump signed a memorandum on Tuesday that instructs HHS Secretary Robert F. Kennedy Jr. and the FDA to crack down on direct-to-consumer drug advertising on TV and online channels like social media. While concerning, it’s premature to claim that this is the end of D2C drug advertising. Pharma marketers may find that longer commercials with complete product disclosures are a better fit for digital channels, such as social media and CTV, where consumers are already spending more time. Big Pharma brands also have the budgets to buy lengthier TV spots if they choose. Or companies could work out deals with TV networks in which purchasing ad space becomes cheaper since both sides would be financially motivated to keep running drug commercials during highly-rated programming.
“We have a rule at Liquid Death that if you expect us to do it, we should not do it,” said the brand's chief media officer Benoit Vatere at EMARKETER’s Future of Digital Summit yesterday. Vatere outlined the brand’s paid social challenges, why it’s doubling down on connected TV (CTV), and how it plans to build standout creative as it expands into the crowded energy drink space. Here are a few takeaways from the session.
YouTube’s NFL Brazil broadcast was a massive success, breaking livestream records in the country with over 17.3 million average-minute-audience (AMA) members, including more than one million non-US viewers. YouTube’s record-breaking NFL success proves that, for advertisers, the marketing playbook is moving to platforms where reach, relevance, and results converge.
Ahead of an impending US sale deadline, ByteDance-owned TikTok has announced significant growth in Europe, adding 5 million active users YoY and seeing over 200 million EU users monthly. Even as TikTok grows in the EU and other key markets, the platform faces an uphill battle to reassure advertisers amid persistent uncertainty over its US regulatory future.
Roblox is expanding with TikTok-style videos, bigger creator payouts, and new AI tools—while scaling its ad business. Users can now scroll gameplay clips, react with emojis, and jump directly into experiences, per TechCrunch. The platform is morphing from a gaming hub into a short-form media platform—challenging TikTok, YouTube, and Twitch. For advertisers, Moments offers a new layer where branded clips can sit alongside gameplay. Brands should balance paid ads with creator collaborations to preserve authenticity. For example, they could integrate brands and products into game content while sponsoring individual gamers creating short-form content on Roblox.
Ad tech company PubMatic filed a lawsuit Monday against Google for alleged anticompetitive and monopolistic actions in the digital advertising ecosystem. The lawsuit claimed Google took illegal actions that impacted PubMatic and harmed its ability to grow revenues. PubMatic’s lawsuit underscores that structural shifts in ad tech could eventually reshape how advertisers access and value Google’s search inventory and digital ad offerings.
Linear TV ad spending will drop more than 11% in 2026, reaching $139.1 billion, per a World Advertising Research Center study cited by MediaPost. Linear has dropped 28% in absolute dollars in a 12-year period. The format’s share of global media has plummeted: Spending now accounts for 12.4% overall, compared with 41.3% in 2013. Ad spending shifting away from linear might align with consumers’ shift to digital, but linear’s potential to generate action remains stronger than CTV, which means brands need to use a diversified channel strategy.
The news: Connected TV (CTV) is overtaking linear as television’s growth engine. Once the undisputed king, linear TV has fallen to just 12% of global ad spending, while CTV is on pace to exceed 40% by 2030, per WARC Media’s Global Ad Trends report. CTV already accounts for nearly half of viewing hours, fueling billions in ad revenues for Netflix, Amazon, and YouTube. The shift signals not just changing audiences but also a fundamental rewiring of how ads are bought, measured, and monetized. Our take: CTV is moving from experimentation to expectation. With US spending expected to balloon in the next few years, the question isn’t if brands should shift budgets—it’s how fast. CMOs who lean into retail integration and creative innovation while demanding accountability will set the pace in a US CTV market projected to reach $51 billion by 2029. Those who wait risk losing share as CTV matures into advertising’s most measurable channel.
NFL RedZone will bring ads to the current NFL season, stepping away from its commercial-free roots for the first time. Ads will initially only account for 1 minute of RedZone’s seven hours of content but could expand to 2 minutes during the season, per AP News. With attention shifting to digital live sports and RedZone’s availability on ESPN’s new DTC streaming service, advertisers have the opportunity to tap into broad audiences in a format that is likely to be more tolerable to viewers than traditional TV ads.
NBCUniversal has sold out all advertising inventory for Super Bowl 60 months earlier than expected, marking record demand for football advertising. Digital sales tied to the game are up 20% YoY as brands invest across NBC, Peacock, and Telemundo. Prices held at $7–8 million per 30-second spot, aligning with Fox’s 2024 benchmark. NBCU’s 2026 slate—which also includes the Winter Olympics, NBA All-Star, and FIFA World Cup—positions the company to capture significant share of sports ad budgets. With ROI on Super Bowl ads nearly doubling since 2020 and consumer enthusiasm rising, NBCU’s cross-platform dominance highlights live sports’ unmatched ad pull.
Some 35% of US retail advertiser spending on Meta in Q2 2025 went to Advantage+ shopping campaigns, up from just 19% two years ago, per a July Tinuiti report.
Despite brands increasing influencer marketing spending, creators are struggling to grow their content business and earn more from sponsorship deals, per Digiday. And while holiday season typically provides a boom, 70% of creators expect traditional sponsored posts to account for under a quarter of their holiday content as focus shifts to performance-driven efforts, according to Collective Voice. Influencer marketing continues its growth trajectory, and the future of the sector relies on how creators adapt to the rise of third-party inventory solutions that divert brand spend away from traditional sponsorships.
A federal court stopped short of ordering Google to divest Chrome, instead requiring it to end exclusive search contracts and share some index data with competitors. Judge Amit Mehta’s ruling allows Google to keep paying Apple for default placement but bans exclusivity that kept rivals sidelined. Alphabet shares rose 8% after hours, while Apple gained 4%. Google faces six years of oversight but avoids a structural breakup sought by the DOJ. The bigger challenge looms outside the courtroom: AI tools, Reddit, and TikTok are increasingly siphoning queries, while Google’s top-result clickthrough rates continue to slide.
AI search engine Perplexity is facing potential ad business struggles with the departure of its head of advertising Taz Patel. The departure comes as Perplexity eyes new avenues for growth and is faced with legal pressures, per Adweek. Patel’s departure signals a deeper issue with AI search ad monetization, reflecting advertiser hesitation to spend without proven formats, measurement, and ROI, even as AI adoption grows.
LinkedIn is urging B2B marketers to embrace unscripted, authentic video after seeing strong engagement growth on the platform. CMO Jessica Jensen told EMARKETER that “real humans talking like real humans” resonates far more than polished assets, encouraging executives to share candid updates and even humor in their posts. The push reflects broader demand: 52% of US B2B marketers used video in 2024, while Millennials and Gen Z—now 71% of B2B buyers—expect casual, social-style content in professional settings. With B2B video ad spend rising nearly 18% this year, LinkedIn is well positioned to capture that momentum.
The Atlanta Journal-Constitution will publish its final print edition on December 31, 2025, before becoming a digital-only outlet on January 1, 2026. Publisher Andrew Morse said the move will allow resources to flow into newsletters, podcasts, video, and a new mobile app. The 157-year-old paper has already posted double-digit digital subscription growth and expanded statewide reach. The shift mirrors broader industry trends: nearly half of US adults never read print newspapers, while digital ad spend continues to climb. AJC’s farewell to print underscores the inevitable math: audiences and advertisers are digital, and adaptation is survival.
On today’s podcast episode, we discuss the biggest discrepancy by device with regards to where we spend our time versus how many ad dollars are aimed there, why social players want to take a page from YouTube’s CTV playbook, and why sub OTT’s unusual path to advertising has created major misalignments. Join Senior Director of Podcasts and host, Marcus Johnson, Principal Forecasting Writer, Ethan Cramer-Flood, and Senior Analyst, Minda Smiley. Listen everywhere and watch on YouTube and Spotify.
Amazon closed its second annual Upfronts with “significant growth” across independent agencies and holding companies, per Adweek. An Amazon spokesperson cited excitement surrounding live sports offerings on Prime Video as a key driver of growth. Amazon is positioned for sustained ad growth if it continues relying on its sports properties to draw advertiser interest in Prime Video. With Prime Video only making up a fraction of Amazon’s overall ad revenues, the service is far from hitting its ceiling—and future investment in tentpole sporting events will put Prime Video on par with its bigger competitors.