AppTrackingTransparency isn’t the death knell some feared: Just under half of all users have consented to tracking, far above initial estimates.

Digital advertising has taken a few hits in the recent past (ahem, the pandemic), but there's still lots of hope and some flat growth that can't be ignored. "In Other News," we discuss Vizio's new ad solution and what exactly service hoppers are. Tune in to the discussion with our analysts Peter Newman and Paul Verna.

That includes everything from Tesla’s Cybertruck to that humanoid robot he’s promising us for next year. Following the announcement of his buyout proposal, Twitter's stock jumped 2.5% in early trading Thursday before ending the day off 1.7%. That’s down from over 18% in premarket trading. That stock price swing suggests many investors don’t think Musk’s takeover will ultimately happen.

Podcasts have Spotify seeing dollar signs. The company’s US podcast ad revenues will hit $191.9 million in 2022 and cross the $400 billion mark in 2024, with growth well into the double-digit percentages. The format will also make up an increasing share of Spotify’s overall ad revenues: 16.7% of its $1.15 billion in US ad revenues this year, before growing to 19.4% in 2024.

Our analyst Andrew Lipsman is joined by Sara Livingston, head of customer solutions at Rockerbox, to discuss where direct-to-consumer (D2C) brands' Facebook ad budgets are flowing since iOS tracking changes disrupted ad targeting and measurement last year. Find out why Google, TikTok, and connected TV are capturing more spend and how D2C budgets are likely to migrate in the coming years.

The news: TikTok has supplanted Snapchat as the favorite social media app of US teens, with Facebook and Twitter lingering far behind, according to Piper Sandler’s “Taking Stock With Teens” survey.

TikTok will grow its net ad revenues in the US by an astounding 184.4% this year to hit $5.96 billion. The app’s ad revenues will settle into a double-digit growth trajectory starting next year and top $11 billion in 2024.

Meta’s campaign against TikTok will do little to hide its own issues: Negative stories about rivals won’t fix its longstanding advertising and content issues.

As the ad industry grapples with privacy changes, much is at stake: US programmatic display advertising will top $123 billion this year and approach $142 billion in 2023.

Estimates vary as to the exact number of subscribers who do this. 50.7% of subscribers share their password with someone outside of their household, a violation of Netflix policy, according to a study of US-based Netflix subscribers by time2play.

Amazon’s net US digital ad revenues will rise 55.5% this year, as the No. 3 digital ad seller rides the wave of an ecommerce shift that’s attracting more brand investment.

The industry accounted for almost a quarter (24.9%) of all US digital ad spending in 2021, per our estimates. Last year, retail grew its ad spend the second fastest of all industries we measure, by 34.5%, behind only entertainment. This year, retail ad spending growth will be the fastest, at 20.2%. It’s also staking its claim in formats most important to Google.

Facebook CPMs—the cost per thousand impressions—have increased significantly over the past year as digital ad spending has resurged and advertisers have flocked to the platform, driving more competition into programmatic auctions.