S&P Global. Stratechery. The Wall Street Journal. Triton Digital. YouGov.

Worldwide ad spend soars: Total media ad spending will grow faster than anticipated this year, spurred by strong growth in digital and the rapid economic recoveries seen in countries with vaccine access.

Google is also the market leader in online advertising, and is on track to command 29% share of global digital ad spending in 2021. Why it’s worth watching: Google has demonstrated that it’s using its dominance in smartphones and browsers to further its influence in search and in advertising sales, which could be perceived as monopolistic by regulators.

The US travel industry this year remains largely impacted by the pandemic, even as travel has picked up in H2. This sluggishness is due to paused cruises, a near standstill in business travel, and restrained international travel.

We updated our forecast for international Instagram users, excluding the US and the UK, in June. Our worldwide forecast, which includes the US and the UK, will be available in Q4. Here are the highlights from our international forecast:. The Middle East and Africa will be the fastest-growing region for Instagram in 2020.

US B2B digital ad spending in 2020 will grow 22.6% year over year amid the coronavirus pandemic. This report breaks down the market factors and B2B-specific considerations that are driving this increase.

This growth will boost video to account for more than a quarter of all US digital ad spending for the first time. By 2023, more than one in five total US ad dollars will go to digital video placements. What’s changed: Our last set of estimates for digital ad spending in the US was published on March 6, 2020—about a week before our eMarketer offices closed due to the pandemic.

Google exceeds expectations: Based on Tuesday's earnings, we anticipate another upward revision of Google’s ad revenues in our US digital ad spending report, out this fall.

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.

We will also update our full-year digital ad spending forecasts, including ad spending on the major social media platforms, in June. Social Ad Pricing. In general, we expect social ad prices to remain depressed at least through Q2, and possibly longer, based on our qualitative research and our analysis of industry ad spending trends.

Digital ad spending is exploding in Latin America. It will grow by 34.8% this year to $20.86 billion—a figure more than double the amount spent in 2020. Mobile will be the main growth driver, propelling the region’s digital ad market to new heights over the course of our forecast period.

The Great Recession was a worldwide phenomenon and the largest global downturn since the Great Depression. It lasted in the US from December 2007 until June 2009, and the economic contraction resulted in two straight years of declines in US ad spending. More than 10 years later, as the new coronavirus spreads around the world, the US faces what looks to be another recession.

The US lags somewhat, with 79.6% of digital ad spending on mobile in 2020. As digital usage in the US and worldwide continues to shift toward smartphones, China-based apps are serving as inspiration for US companies.

Amazon has siphoned a decent share of revenues from digital ad markets at home and worldwide in recent years. The ecommerce giant netted 10.3% of total digital ad spending in the US in 2020, and 5.2% of worldwide total digital ad spend, per our estimates, up from 7.8% and 3.8% respectively in 2019.

Brian Monahan, global client president and head of US ventures at Dentsu Aegis Network, described how this shift has evolved over time in an AdExchanger article titled “Audience Planning Ate Media Planning.”

Although 2020 was ad spending’s most disappointing year on record worldwide, it could have been worse. In fact, the final figures outperformed dire mid-pandemic projections.

As the coronavirus spread in the first half of 2020, we might have expected radical changes in the media behavior of consumers around the world. But for the most part, that didn’t happen. That’s just one insight to emerge from eMarketer’s newly released 2020 Global Media Intelligence (GMI) Report, a detailed look at internet users’ engagement with digital and traditional media in 42 major markets, produced in collaboration with Starcom Worldwide and GlobalWebIndex.

On today's episode, we discuss Amazon's Q1 advertising performance, where its ad dollars are coming from, the retail media competitors to watch out for, and whether a fourth digital ad giant will emerge. We then talk about why TV networks aren’t prioritizing programmatic as they move into the world of streaming, Verizon's new digital out-of-home ads, and why Netflix might be preparing to venture into the video game universe. Tune in to the discussion with eMarketer senior forecasting analyst at Insider Intelligence Eric Haggstrom.

On today's episode, we discuss how Spotify did in Q1, what to make of its new subscriptions for podcasts, and how we expect audio consumption habits to change this year. We then talk about why people still listen to the radio and best practices for voice ads. Tune in to the discussion with eMarketer forecasting analyst at Insider Intelligence Peter Vahle.

On today's episode, we discuss what stood out the most about Google's Q1 performance. We then talk about what kind of ad recovery we expect this year and why Google is in hot water again, as well as look at some survey data about third-party cookie doomsday. Tune in to the discussion with eMarketer senior forecasting analyst at Insider Intelligence Eric Haggstrom.

Worldwide total media ad spend is expected to record a growth of -4.5% this year to reach $614 billion. This is just slightly up from our previous forecast of -4.9% growth in June 2020, but a sharp contrast to our pre-pandemic estimate of 7.0%.