Big Tech has a big problem: The regulatory tide has turned against it. Digital advertising giants face several major lawsuits, and competition authorities are working to launch more before a possible change in leadership following US elections.

Alphabet's Q3 revenues hit $76.7 billion: Growth driven by Google Search, AI innovations, and YouTube ads.

US banking digital ad spending growth has slowed to a trickle and pushed marketers to rethink their allocation strategies. But 2024 looks more promising.

Retail’s resilience and its outsized role in digital ad spending will help offset the impact of a broader slowdown in growth in the US digital advertising market.

Since Google debuted its Search Generative Experience AI-based interface in beta three months ago, it’s made a lot of updates to alleviate early concerns from testers. But according to search expert Lily Ray, Google still has some work to do to fix issues with its new AI-driven experience. Meanwhile, Microsoft—which is still a very distant rival—continues to innovate on Bing Chat, which Ray called “the best AI product that’s out there right now.”

With the rise of TikTok and all its copycats, there’s a lot to keep track of in terms of paid advertising. Creators frequent TikTok, Reels, Shorts, and Spotlight in some capacity, but the ad ops on each platform vary. Here’s a quick guide to what’s available on each platform.

This year’s upfronts have been unusual, with the haze of the Writers Guild of America strike and a decisive shift toward streaming. From YouTube’s mixed messages to Netflix’s ad-supported tier’s less-than-impressive beginning, here are five trends pinpointed by our analyst.

Amazon’s ad business powered the retailer to a better-than-expected Q1: A 21% increase in ad revenues helped offset flat sales growth in its ecommerce business.

Microsoft and Google report solid quarterly results amid slow economy: With AI transforming the future of search, is Microsoft gaining a perceived edge in innovation?

Ad-supported video gains viewership, time spent on digital video surpasses TV, and streaming services pivot from audience growth to profitability.

Splitting into six companies makes each business unit more competitive while reducing regulatory oversight, which could help increase profits.

Wing has big ambitions for drone delivery: The Alphabet-owned company aims to handle millions of orders within the next 12 months as it expands how the technology is used.

In the fourth quarter, YouTube’s ad revenues fell short of expectations, declining nearly 8% YoY. Then, in early February, CEO Susan Wojcicki announced she was stepping down. As the platform gears up to face new challenges, is it the right time for Alphabet to spin off YouTube? Our analyst says no.

Google unplugs its robotic arm: Everyday Robots is the latest cost-cutting casualty. The timing is risky given Microsoft’s ChatGPT-robotics research and a potentially robust robotics consumer market ahead.

The “TikTok generation” transcends Gen Z, according to our first forecast for time spent on TikTok, Facebook, Instagram, and Snapchat broken down by age. We reveal what that means for these social platforms and how video advertisers can maximize their investments.

Of Microsoft’s $198 billion in revenues last year, only about 6% came from advertising. Could a revamped Bing help build out this revenue stream? It’s hard to imagine, but not impossible. Here are five charts that look at Microsoft’s latest ad moves.

FTC sharpens tech oversight amid AI revolution: Big tech’s opaque algorithms pushed the FTC to create an Office of Technology to rein in the industry. Search wars pose a regulatory wildcard.

The Information Age 2.0 is upon us: Google’s latest product updates illustrate the movement to embed AI into our information sources. The changes will strain computation and energy resources.

Can Google coast comfortably through a challenging 2023? The search and advertising giant’s Q4 foreshadows slow growth, revealing cracks in its empire.

Year of the chatbot: Google’s Apprentice Bard is among many chatbots we’ll see released by the tech industry this year. Investors are excited, but performance and monetization are market hurdles.