Our October estimate was created at the beginning of the month, before Amazon reported a 50.5% year-over-year increase in worldwide “other” revenues—the line item that includes primarily advertising revenue—in its Q3 earnings.

In fact, the week leading up to Thanksgiving got a huge boost as demand crept forward, resulting in an 82% YoY gain in ecommerce sales, according to Salesforce.

Amazon, in comparison, said it sold about 250 million items worldwide over the full two-day period of Prime Day 2021. A growing internet population drives demand.

She mentioned a recent global study by the NRF and IBM in which more than half of consumers “were willing to change their purchasing habits to help reduce a negative environmental impact.” Choi sees some variation by generation in willingness to pay more for such goods.

These sales will account for 13.1% of total ecommerce sales this year. By contrast, US social commerce will reach $36.09 billion—one-tenth that of China—while accounting for 4.3% of US ecommerce sales. While modest today, the US market is growing fast.

KEY STAT: In a May 2020 Gartner survey, 65% of business-to-consumer (B2C) marketing executives worldwide expected to spend more on affiliate, or partner, channel marketing in 2021. Publisher Ecommerce Monetization. Ecommerce monetization opportunities for publishers are expanding.

In a difficult year for advertising worldwide, digital ad spending in Germany will see only 0.8% growth. Most of the industries we break out will decelerate their digital ad spend to some degree, while travel and auto will reduce theirs dramatically.

Magna Global. MediaRadar. Morning Consult. Nielsen. Pew Research Center. Piper Sandler. Ring Digital. Streamlabs. Stream Hatchet. Westwood One.