A $1.5 billion valuation could intensify pressure to meet investor demands, raising concerns about its balance between AI safety and profitability.

In seven charts, this report tells the story of some of the most critical trends that digital leaders need to know about in 2024 and beyond.

Since Q3 2023, Google has seen double-digit worldwide digital ad revenue growth—more than doubling that of Microsoft’s, according to the companies’ earnings.

This is the first installment of our quarterly “Ad Spending Benchmarks” series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

This is the first installment of our quarterly “Ad Spending Benchmarks” series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

Microsoft reports strong Q4 FY24 results with 19% surge in search and ads: The company’s next challenge will be to prove its AI investments can fuel continued growth.

GenAI is potentially a game changer for personalization in retail. This report takes a closer look at some of the key use cases.

Netflix CFO Spencer Neumann is optimistic about the future of ads on Netflix. “When you get into ‘26 and beyond, [advertising] can be even more meaningful and, hopefully, it becomes to the point where it is a primary [revenue] contributor, given all of that engagement and reach that we’re building,” he said on the company’s earnings call last week.

Netflix reports strong Q2 growth: Subscribers surged to 8.05 million, with ad-supported tier driving revenues and engagement.

The introduction of Google’s AI Overviews has thrust generative search into the mainstream. But Google’s not the only player incorporating generative AI into search functions.

The C2PA is a collection of representatives from companies including OpenAI, Google, Publicis, Microsoft, and Adobe with a goal to “make the world safe for generative AI,” according to Adam Buhler, steering committee member for the C2PA and executive vice president and head of creative technology at Publicis.

Younger generations have embraced TikTok, Instagram, and YouTube as search engines. Although TikTok’s future in the US is uncertain, the social search opportunity remains robust.

Digital, traditional, and total media ad spending growth will all accelerate in 2024, although only modestly. The outlook has stabilized for most countries and regions, even if spectacular growth is harder than ever to find.

AI is revolutionizing B2B SEO, but the fundamentals still apply. By strategically using AI and focusing on SEO content, B2B marketers can leverage AI tools to stay ahead of algorithm changes and AI-powered models.

Netflix to develop in-house ad platform: The streaming giant will end its Microsoft partnership to offer better targeting and analytics.

Electronic Arts begins the push for in-game advertising: The conglomerate said it hopes to debut ads in its big-budget games as the industry seeks revenue growth.

Major players like TikTok, Meta, and Google unveiled new partnerships, AI innovations, and streamlining solutions. Here are three key developments you may have missed.

Total media ad spending growth has stabilized, and digital ad spending is set for an extended period of low double-digit annual increases. Amazon, TikTok, and Instagram will be the main growth drivers this year.

“What’s really exciting about retail media is a lot of it is uncharted territory,” said Paul Longo, general manager of retail media at Microsoft. “We’re in inning two, inning three. What’s gotten us here will not get us where things need to be.”

Retail will account for over a quarter (28.7%) of all US digital ad spending in 2024.