S&P Global. Stratechery. The Wall Street Journal. Triton Digital. YouGov.

On the earnings call, Alphabet CFO Ruth Porat reported that growth in search ad spending was broad-based but particularly propelled by retail ad spending.

The US travel industry this year remains largely impacted by the pandemic, even as travel has picked up in H2. This sluggishness is due to paused cruises, a near standstill in business travel, and restrained international travel.

According to December 2019 research by Talkwalker, a social listening platform, 48% of worldwide PR and marketing communications professionals used social listening or social media analytics tools.

Lost ad spending from event cancellations and postponements will hurt Twitter’s 2020 revenues even as some events return later in the year. Monetization. We updated our forecast for worldwide Twitter ad revenues in June. Here are the highlights and how it compares with our previous forecast, which was completed before the pandemic:.

We will update our global ad spending forecast in June, which includes Facebook, Instagram, Snapchat and Twitter. Facebook reported its Q4 2019 earnings in January. Here are the key stats:. Facebook reported $69.70 billion in worldwide ad revenues for 2019. The US and Canada accounted for 48.3% of the total, or $33.70 billion. Year-over-year worldwide ad revenue growth came in at 27% over 2018.

The US will remain the largest market worldwide for total and digital advertising for the foreseeable future. China achieved rapid catch-up growth for a while, starting at one-quarter of the US spend in 2012 and rising to almost half by 2020.

NBCU reports a great Q2: With ad revenues up 32.8% over last year and Peacock sign-ups up to 54 million, NBCU’s on a roll—but poor Olympics ratings have dampened the good news.

Programmatic buying: B2Bs have been slower to adopt programmatic buying processes than the overall market, but May 2020 research from Ascend2 found that 69% of B2B marketing professionals worldwide expected to increase their programmatic advertising budget in the next six months.

Ad spending climbed through the end of Q2, and our forecast assumes that was the bottom of the market. We’re expecting a continuing U-shaped recovery in both the macroeconomy and for ad spending, with growth rebounding strongly in 2021, partly due to low comparatives from this year. We define digital display advertising broadly to encompass a variety of specific formats, including all video ads.

We estimate that worldwide, Amazon retail ecommerce sales will increase by 26.4% this year to $626.56 billion. Marketplace sales will account for 61.3% of the total, up from 60.2% last year. In the US, we estimate Amazon retail sales will be up 24.9% this year to $386.40 billion. Marketplace sales will account for 60.1% of the total, also up from last year (59.0%).

The ratio of worldwide DAUs to MAUs of the Facebook social network increased to 67% in Q1 2020 from 66% in Q4. There were 1.73 billion DAUs and 2.60 billion MAUs worldwide in the quarter. A 1-point increase in the ratio may not sound significant, but it’s the first change in the figure in at least two years.

The big picture: Facebook (including Instagram) is on track to surpass $100 billion in net worldwide ad revenues for the first time, with $107.72 billion in 2021. That will give it 23.7% of the worldwide digital ad market. Google is No. 1 with a 28.6% share.

Most of the available data on story ad spending focuses on Instagram. Cowen estimated that Story ads will make up 26% of Instagram’s worldwide ad revenues in 2020, amounting to $5.3 billion, according to the research note described in the Business Insider article. Cowen said it expects Stories to account for 37% of Instagram ad revenues by 2025.

At Havas Media Group, 25% of US clients paused social ad spending in March, said Jessica Richards, global head of social. Clients of other agencies also paused. At LQ Digital, 25% of clients stopped ad spending entirely “with no sign of when that will come back,” said Greg Allum, vice president of paid social and display advertising.

The Great Recession was a worldwide phenomenon and the largest global downturn since the Great Depression. It lasted in the US from December 2007 until June 2009, and the economic contraction resulted in two straight years of declines in US ad spending. More than 10 years later, as the new coronavirus spreads around the world, the US faces what looks to be another recession.

Half of marketers worldwide want to learn more about video capabilities on LinkedIn, according to Social Media Examiner. Further, Sprout Social found in February 2019 that 45% of US internet users wanted to see live video from brands on social media.

As 2020 unfolds, we predict that marketers looking to mitigate these concerns will place even more ad dollars into the walled gardens of the triopoly, as well as other social networks.

The coronavirus has upended the US travel industry. Fears of infection, governmental measures restricting travel and access to public places, and the economic downturn will depress bookings, sales and ad spending in 2020 and beyond.

GroupM forecasts global ad spending will jump 19% in 2021, bolstered by a 26% increase in digital ad spending. With consumers turning to various devices, platforms, and resources for content, a multi-channel, hyper-agile marketing strategy remains key. Many marketers are betting big on digital media, particularly digital channels that drive demonstrated returns, like social and digital video.

Magna Global. NCSolutions. Numerator.