Ad industry’s spending winners: Google and Meta command a dominant share of the US digital ad market for now, but TikTok and Apple are among the companies that are muscling in.

How should businesses view these global trends and events? How are behaviors and spending changing? In this report, Insider Intelligence analysts weigh in on the questions they’re being asked by both clients and the media about the shifting landscape in key areas like digital advertising, retail and ecommerce, and financial services.

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.

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.

The UK digital ad market is thriving. It will grow 11.9% this year, reaching £25.84 billion ($35.54 billion). Video will be a big contributor to this growth, as will social network spending, which is being disrupted by the likes of TikTok.

Here's what you missed at Cannes so far: the future of advertising, inclusivity, and sustainability are themes that keep coming up.

Identity resolution is in a state of flux in the US advertising industry, with third-party browser cookies and mobile IDs being ushered out in the name of consumer privacy.

Search advertising is the oldest form of digital promotion, with roots in Google’s rise during the late 1990s. Search engine optimization (SEO) and search engine marketing (SEM) were disciplines that brought legitimacy to digital marketing departments. The sustained performance of search to this day is a big part of why Google remains such a powerful digital ad platform.

The slippery AI consciousness debate: More controversy in Google’s AI team exposes the foggy world of artificial sentience. Mounting concerns about AI warrants more Big Tech accountability and transparency.