Apple offers sponsored search ads in its App Store, and since it only uses Apple’s own data, it’s unaffected by the changes—raising the value of App Store ads for mobile app install campaigns.

For brands and retailers in some categories, Amazon is a significant channel for ecommerce sales. And that often means paying for prime placement on Amazon properties, including in search results. We estimate Amazon will have earned 72% of its $9.85 billion in net US digital ad revenues from search ads in 2019.

Apple offers sponsored search ads in its App Store, and since it only uses Apple’s own data, it’s unaffected by the changes—raising the value of App Store ads for mobile app install campaigns.

Traditionally, travel advertisers including online travel agencies are among the biggest search ad spenders on Google. That business tanked last year, but ecommerce-related search advertising outperformed thanks to the supercharged digital retail environment.

I'm feeling lucky: Google's raking in search ad revenue

During the pandemic, consumers made fewer local searches, and local search advertising dropped dramatically.

The search giant’s parent, Alphabet, beat its earnings expectations on Tuesday, largely on the heels of 35.7% growth in Q4 of search advertising revenues. The word “TikTok” was uttered just six times on the call, but the rival platform looms over Meta’s future revenues.

Historically, retail media has been driven by bottom-funnel sponsored search ads on retailers’ ecommerce websites. Recent emphasis on upper-funnel display and video ads, as well as the use of demand-side platforms (DSPs) to deliver ads across the open web, points to what’s ahead. WHAT’S IN THIS REPORT?

US spending on search advertising will decline by between 8.7% and 14.8% in H1 2020. That’s about $6 billion to $8 billion less than we expected. Our previous forecast of US digital ad spending, completed on March 6, 2020, called for a 14.4% increase in search ad spending for all of 2020.