We’re expecting continued growth in Hulu ad spending as TV advertisers continue to shift spend toward ad-supported OTT video services as a replacement, or an incremental buy, alongside traditional TV commitments.

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.

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.

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 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.

Amazon has been steadily gaining on Google in terms of ad dollars and, consequently, has ramped up efforts to both pull marketers back in and to up the ante when it comes to beneficial offerings for brands—like these direct paths for ecommerce. Amazon has siphoned a decent share of revenues from digital ad markets at home and worldwide in recent years.