Meta’s earnings miss shows the vulnerability of its ad revenue model: The company could be in for a $10 billion hit from Apple’s privacy changes, and the rise of TikTok isn’t helping.

There will be 23.6 million YouTube Premium subscribers by the end of the year, which is up a healthy 18% over 2020.

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.

eMarketer principal analyst Mark Dolliver, junior analyst Blake Droesch and vice president of content studio at Insider Intelligence Paul Verna discuss the main takeaways from the recent big-tech antitrust hearing; how CBS All Access is beefing up; how much sports can help advertisers this year; the effectiveness of ads during a pandemic; what a Twitter subscription service might look like; how high one could jump on Mars and more.

COVID-19 has altered the relationship between TV viewership supply and advertising demand.

Frictionless commerce, a trend permeating many facets of the customer journey today, leverages technology to improve the retail experience by saving people time and hassle. And arguably the most competitive battleground in frictionless commerce is in fast and free ecommerce delivery.

While the COVID-19 pandemic is creating a major drag on the global economy, it’s helping to accelerate the development and commercialization of several emerging technologies that have, until now, received lukewarm public and/or government support.

US marketers allocated more than $7 billion in digital ad spending to YouTube last year, eMarketer estimates, up 15.1% over 2018 spending levels. That resulted in more than $3.4 billion in net ad revenues for the video-sharing giant, with most of the remainder going to content creators.

Mobile ad spending in the US was up 23.0% last year, we estimate, reaching $87.30 billion. That translated to just under two-thirds of all digital ad spending in the country.

Forecasting analyst Eric Haggstrom joins host Nicole Perrin to talk takeaways about Alphabet's Q4 earnings, which revealed YouTube ad revenues and Cloud revenues as line items for the first time. They also discuss how the largest digital ad seller is facing an investigation into its dominant market position.