Amazon will make up 77.7% of US ecommerce channel ad revenues this year, contributing $27.94 billion of the $35.96 billion total.

On today's episode, we discuss whether connected TV (CTV) ads are living up to the hype, what to make of the Twitter deal being put on hold, what Facebook's retirement plan may be, where Big Tech goes from here, the impact of Klarna's new "Virtual Shopping" service, an unpopular opinion about market cap, some stats about American travelers, and more. Tune in to the discussion with our director of forecasting Oscar Orozco and analysts Paul Verna and Blake Droesch.

Retail media advertising sits at the intersection of two major digital disruptions unfolding in Latin America: the meteoric rise of ecommerce and reallocation of ad dollars toward digital formats. While still nascent, retail media will play a larger part of brands’ marketing strategies in 2022.

Amazon Prime Day 2022 comes as ecommerce is buffeted by rising ad and supply chain costs and softening growth. This report provides a Prime Day sales forecast for the US, and a breakdown of strategies brands should use during the midsummer event.

Super apps in Asia, such as WeChat, Alipay, and mobile messaging app Line, have dominated ecommerce and online services in the region for years. Now, some Western apps are trying to build their own super apps by creating marketplaces next to their core financial, social, or delivery services. Most of these apps use a combination of monetization methods, including commissions and ad serving.

Two years in, Meta’s latest ecommerce effort fails to resonate: Ecommerce could soften the blow to its ad business, but it’s struggling to catch on.

In Latin America, ad buys on ecommerce channels consist of lower-funnel actions like sponsored product ads. Although brands are shifting spending to more upper-funnel formats, such as sponsored display and video, these performance-driven formats will remain the cornerstone of marketers’ retail media strategies in the near term.

In 2022, 40.7% of China’s digital ad spending will go toward the ecommerce channel, for ads offered by retailers like Alibaba and JD.com. This eclipses the share in the US, where 14.5% of digital ad spending will flow to ecommerce channel ads sold by the likes of Amazon, Walmart, and eBay.

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.

Retail media advertising is the next big trend in digital advertising, driven by the surge in ecommerce spending and brands’ desire to target consumers close to the point of purchase.

New data collection strategies emerge from Apple’s privacy update: Advertisers and publishers are turning to ecommerce, direct mail, and other means to enhance their first-party information, our recent report finds.

On today's episode, we discuss what Amazon's deceleration is telling us and what to make of the ecommerce giant's ad business breaking out. Then for "In Other News," we talk about whether shopping in 3D can move the needle and what store openings and closings reveal about the brick-and-mortar landscape. Tune in to the discussion with our analyst Andrew Lipsman.

Social video advertising is now capable of driving benefits throughout the funnel. Advertisers expect to prioritize a few key paid social strategies in 2022, including developing more native video ad creative, promoting creator videos as paid ads, investing more in ISR, and supporting efforts around still-emerging shopping livestreams on social platforms.

Following a banner year, US ad spending in 2022 will be shaped by three key trends: Linear TV crossing the Rubicon, a billionaires’ club emerging in connected TV (CTV), and ecommerce ad spending enriching Google, Amazon, and a crop of newcomers in search and retail media.