The connected TV giant’s focus on ad revenue and interoperability could give it an advantage over competitors like Amazon and Google in the smart home space.

The trend: Following Apple’s privacy changes—and in anticipation of those to come from Google—many advertisers are taking consumer data collection into their own hands, rather than relying on social platforms or ad tech firms, per The Wall Street Journal. Meanwhile, Big Tech is trying its best to hold on to advertisers and their spending, but progress is slow.

For the first time since we began estimating ad revenues at Google, the company’s net US digital ad revenues will decline in absolute terms. Facebook and Amazon will continue to grow but at severely depressed rates compared with earlier expectations.

On today's episode, we discuss Google and Facebook paying for news in Australia, what consumers think of Apple's privacy labels, the changing content moderation rules, Maryland's digital ad tax, how much time is spent with social, controlling someone else's dreams, and more. Tune in to listen to the discussion with eMarketer analyst Blake Droesch, principal analyst Jeremy Goldman, and senior analyst at Insider Intelligence Sara M. Watson.

eMarketer principal analyst Mark Dolliver, junior analyst Blake Droesch and vice president of content studio at Insider Intelligence Paul Verna discuss what it might be like to work from home forever, Hulu's new transactional ads, Google paying select publishers, America's diversity, switching brand loyalty, YouTube's short videos, an eerie fact about corn and more.

In its Q1 results announced earlier this week, Alphabet's ad revenue growth slowed significantly due to the coronavirus pandemic. But the slowdown was in line with our more optimistic expectations for the digital ad market, meaning cautious optimism may be in order for Q2.

eMarketer forecasting analyst Eric Haggstrom and principal analysts at Insider Intelligence Andrew Lipsman and Nicole Perrin discuss the size and growth of ecommerce channel advertising, and where it is headed. They then talk about Sephora stores inside Kohl's, the future of the department store, and why Google is in a spat with the IAC.

eMarketer principal analyst at Insider Intelligence Nicole Perrin discusses whether major marketers will pull spending on social platforms because of brand safety and ethical concerns, what to make of Facebook's new advertiser “topic exclusion controls” test, and the types of content consumers prefer brands avoid the most. She then talks about tech companies introducing rules that favor their own business models, Facebook's relationship with political content, and whether Google is waving goodbye to Australia.

On today's episode, we discuss what Google delaying getting rid of third-party cookies means for everyone, whether people will want to listen to audio on Facebook, what to make of TikTok's new mini apps called Jumps, Google's EU ad tech antitrust case, if moviegoing is making a return, what if time didn't exist, and more. Tune in to the discussion with eMarketer senior analysts Audrey Schomer and Sara M. Watson and analyst at Insider Intelligence Nina Goetzen.

eMarketer principal analyst Nicole Perrin looks at what consumers expect to see from brands during the pandemic. She then discusses Google now allowing COVID-19 ads to run on its platforms, the T-Mobile and Sprint merger being finalized and how radio has been performing recently.

eMarketer principal analyst Victoria Petrock and forecasting analyst at Insider Intelligence Peter Vahle discuss the wonderful world of voice: podcasts, radio and voice ads. They then talk about Google holding on to data, a new bill to ban facial recognition technology and a bunch of robots that can cook and serve food.

eMarketer principal analyst Lauren Fisher joins fellow principal analyst Nicole Perrin to talk about recent coverage from The Wall Street Journal about how Google came to have the biggest digital ad business. Then they discuss ad tech consolidation and a handful of recent video-focused deals, including Roku’s acquisition of DSP dataxu and Xandr’s purchase of SSP Clypd.

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.

Google and Facebook already control 60.8% of the total US digital ad market. And when it comes to the duopoly's share of digital political ad revenues, it has an even tighter grip, with a combined 77.6% this election cycle.

YouTube is the single biggest source of supply in US CTV advertising. The digital video platform’s outsize role in the US CTV space is particularly striking given that advertisers can’t access CTV inventory on YouTube on non-Google platforms (e.g., Roku).

eMarketer principal analyst Nicole Perrin and forecasting analyst at Insider Intelligence Eric Haggstrom discuss Google's Q4 performance and what's driving it forward. They then talk about YouTube's shift to connected TVs, whether Americans are becoming less tolerant of digital ads, and what to make of the UK watchdog's investigation into Google replacing cookies.

eMarketer principal analysts Andrew Lipsman and Nicole Perrin discuss the most fortunate and unfortunate D2C companies during this coronavirus pandemic, and what they are doing to survive it. They then talk about Google helping retailers highlight curbside pickup, Uber's offer to buy GrubHub, the Media Ratings Council maybe taking Facebook's advertising badge of approval and what to make of some major retailers filing for bankruptcy.

The prominence of ad blockers: Ordering Vanced to shut down is a logical step from Google, as advertising forms the basis of its business. But the news of the shutdown—and the app’s popularity—are a reminder of just how popular and widely used ad blockers are across web browsers. Read more about the future of ad blockers.

Total ad spending in France and Germany took a big hit in 2020, as a result of the pandemic. But digital advertising bucked that trend and will lead a strong double-digit recovery in ad outlays during 2021.