10 Charts That Define Digital Markets in Q4 and Beyond

Key Developments in Ad Market Growth, Platform Power, and the Next Phase of Commerce and AI

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About This Report
The latest data reveals where US digital markets are headed as ad spending concentrates in a few platforms, genAI search and AI-driven commerce move into the mainstream, and CTV takes over TV budgets.

The US ad market is growing faster than the economy, and the gains are concentrating. A handful of platforms now capture most digital ad dollars, social keeps taking share, and genAI is moving from novelty to habit in search, shopping, and advertising. Here are 10 charts highlighting the trends digital leaders should watch in Q4 and beyond.

This deck covers:

  • Ad market growth and the triopoly’s grip on digital advertising
  • Social media’s rising share of budgets and Meta’s monetization edge
  • GenAI search adoption and AI’s expanding role in media, commerce, and advertising
  • Amazon’s commerce lead, TikTok Shop’s rise, and CTV’s takeover of TV ad budgets

authors

Eleni Digalaki, Vladimir Hanzlik

Contributors

Kyndall Krist
Senior Copy Editor
Penelope Lin
Director, Data Visualization
Wendy Malloy
Director, Reports Editor
Emma Noyes
Senior Graphic Designer, Data Visualization
Matt Torpey
Senior Data Visualization Editor
Emman Velasco
Data Visualization Editor
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