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Mobile

After more than a year of AI stumbles, Apple will reportedly pay Google $1 billion annually to use a custom-built version of Gemini, Google’s flagship AI model, to power a next-generation Siri—marking one of Apple’s boldest AI moves yet, per Bloomberg. A smarter Gemini-infused Siri could redefine how users find information, products, and services—shifting search and ad engagement from text to voice. For marketers and advertisers, this means adapting quickly to a world where voice agents become the new gatekeepers of attention.

Uber partnered with ad measurement firms Kantar and Adelaide to launch a custom attention metric for in-ride ads and Uber Eats checkout screens, the companies announced Tuesday. The partnership is Adelaide’s first custom, platform-specific attention metric partnership. As the ad industry inches toward universal standards, Uber’s launch shows the challenges in creating a one-size-fits-all approach. Even post-standardization, advertisers will have to navigate an ecosystem with multiple platform-specific offerings.

Spotify’s Q3 2025 results show a company redefining success around efficiency and engagement rather than scale. Revenue rose to $4.62 billion, with 713 million monthly active users and 281 million premium subscribers, up 12% YoY. Gross margin reached 31.6% as AI integration, subscription pricing, and product diversification drove profitability. The company’s upcoming leadership transition—Daniel Ek to executive chairman, Gustav Söderström and Alex Norström to co-CEOs—signals continuity through maturity. While ad sales grew just 7%, Spotify’s dominance in user time and audio engagement positions it as the anchor of digital audio. The next chapter: sustainable margins, smarter growth, and steady leadership.

Dating app fatigue has set in for many consumers, but one entrant in the market is quietly catching on among younger consumers—Facebook Dating. The feature, which launched in 2019, has amassed more than 21 million daily active users (DAUs), compared with Hinge’s 15 million, per The New York Times. To capitalize on the dating feature's growth and user engagement, brands should use zero-party data to target ads based on profile preferences—such as users who are interested in shopping, outdoor experiences, or live events—while ensuring placements don’t feel intrusive in an intimate, high-intent environment.

The race to succeed Twitter is maturing into a two-lane race. Meta’s Threads has surged to 150 million daily active users, per Meta, while decentralized rival Bluesky has climbed to 40 million users, per TechCrunch. The post-Twitter world is segmenting. Threads offers scale and a burgeoning ad ecosystem, but Bluesky might be better for more organic brand engagement with specific user groups. For brands, the opportunity lies in balance: Use Threads for audience growth and measurable performance and Bluesky to test tone, voice, and authenticity. Together, they offer a preview of where digital conversation and brand storytelling are headed next.

Mobile gaming in-app purchase (IAP) revenues reached $21 billion worldwide in Q3 2025, per Sensor Tower—a number not seen since pandemic quarantines. Strategy, puzzle, RPG, and casino games led the field, with each bringing in over $2 billion. Time and money spent in gaming continues to rise, yet only 5% of media investments around the world go to gaming, per Dentsu. Start considering formats such as in-game ads, interstitial ads, and adjacent ads. Brands can also entertain partnerships for in-game gear and mini games. The time is now to boost advertising budgets for gaming platforms and titles as revenues grow.

58% of retail professionals strongly agree that sharing customer location data with partners positively impacts revenue, according to a June Retail Systems Research (RSR) survey.

The Trump administration claimed Thursday that China has greenlit a US TikTok transfer agreement, just over a month after President Trump signed an executive order to keep the short-form video leader operational in the US. China’s commerce ministry simultaneously announced that it will collaborate with the US to solve “issues related to TikTok,” but similarly did not elaborate. Tentative talks around TikTok’s future offer short-term stability for advertisers but don’t resolve issues TikTok will face in the long-term.

Netflix is testing vertical short-form video content on mobile devices to diversify its platform offerings. The streamer’s goal isn’t to compete with TikTok since it won’t feature user-generated content (UGC). Instead, videos will include clips from Netflix’s longer-form content, such as live events or stand-up comedy sets. Netflix’s move into shorts could create new ad inventory or brand placement opportunities, pairing the brand safety of curated clips with the engagement of short video. Marketers should keep an eye on how Netflix’s short-form ecosystem evolves.

Pinterest announced AI-powered updates for its boards feature on Monday, with a new look and upgrades aimed at offering users a more personalized and relevant experience. With Pinterest now capable of picking up more subtle signals about user interests, including their aesthetics and preferred boards, advertisers can now better appear in contexts that are more aligned with user mindsets.

Elon Musk’s X has lost another key figure in its advertising business, with ad chief John Nitti announcing his departure last week after joining just ten months ago, per the Financial Times. Another key loss signals that X’s ad strategy remains turbulent—and until its AI-powered ad focus proves valuable, ad investment should be executed with an air of caution.

On today’s podcast episode, we discuss how WNBA viewership did the year after the ‘Caitlin Clark Effect’ hit the league, what social media will do to full-game viewership growth, and what advertisers should be paying attention to most amidst this surge in women’s sports. Join Senior Director of Podcasts and host, Marcus Johnson, and Analysts Marisa Jones and Paola Flores-Marquez. Listen everywhere and watch on YouTube and Spotify.

68% of US ad spending by microdrama apps went to social networks from January to September 2025, according to US ad spend reports from ReelShort, DramaBox, GoodShort, NetShort, and ShortMax, compiled by Sensor Tower.

The oldest members of Gen Alpha are highly connected to technology and wield $28 billion in spending power, per Numerator. Half of US 15- and 16-year-olds own multiple devices, giving them access to the internet wherever they are, according to 1,000 Gen Alpha parents surveyed by Attest. The vast majority (92%) have a smartphone. To reach the next generation of shoppers, marketers should be just as internet-savvy as they are and focus on digital content. Build creator and influencer partnerships, and ensure gaming ads are contextually driven and don't interfere with gameplay.

Privacy regulations and platform changes are creating blind spots for mobile marketers and forcing them to rethink how they attribute app installs and measure performance. Forty-one percent of mobile growth, marketing, and product leaders worldwide say privacy measures online are leading to difficulties with cross-channel attribution, per Branch’s 2025 State of App Growth report. Brands should unify marketing and product data into a single, trusted performance dashboard, make cross-channel measurement a strategic KPI, and use AI for contextual analytics and smarter targeting to find signal gaps left by privacy-driven data loss.

WhatsApp is tackling spam with a message-capping feature that limits how many messages users and businesses can send without getting a reply from the recipient. When a user nears the limit, which hasn’t been defined yet, they’ll get a pop-up warning to help them avoid being blocked from sending messages, per TechCrunch. Brands need to segment audiences more carefully and measure message quality, not just output volume. To maintain trust, companies should streamline their communication, focus on relevance, and avoid messaging fatigue to talk less and connect more.