Future-proofing against—and capitalizing on—advances in consumer-facing AI will be the overarching theme for retailers in 2026.

Google offered remedies to settle an antitrust case in the European Union following a nearly €3 billion ($3.5 billion) fine arguing that Google abuses its dominance in digital advertising. The EU’s tough stance signals that the global regulatory environment is intensifying.

On today’s podcast episode, we discuss the three big questions surrounding Google in Q3 and beyond: How much of a competitor to Google Chrome is OpenAI’s new browser, Atlas? What’s the main takeaway from the remedies hearings about Google’s ad tech business? And what’s the significance of Google’s first $100 billion quarter? Join Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Principal Analyst Yory Wurmser. Listen everywhere, and watch on YouTube and Spotify.

Global ad spending has steadied after a turbulent year, setting the stage for modest acceleration in 2026. Digital is still the main engine, but traditional media’s rebound will add lift as markets stabilize.

Apple debuted Digital IDs derived from iOS users’ US passports, per a press release. The Digital ID is in beta at more than 250 Transportation Security Administration (TSA) checkpoints in the US for domestic flights. Digital IDs can make mobile wallets more useful and encourage users to complete transactions with their phones instead of a card. But adoption will only take off if a critical mass of merchants and airports accept them as a valid form of ID.

Google is adding agentic checkout to its shopping capabilities in time for the holiday season, alongside other genAI tools. These updates defend Google’s core search ad business as shopping queries move toward conversational interfaces, even as the company still dominates the search journey. They also position Google to benefit from increased genAI adoption this holiday season.

Google is expanding its use of agentic AI across its advertising suite, announcing that Ads Advisor and Analytics Advisor—two new, Gemini-powered assistants—will roll out to all English-language Google Ads and Google Analytics accounts in early December. Per Google, the tools aim to make campaign management and data interpretation faster, simpler, and more conversational. AI copilots are becoming table stakes. With Google and Amazon both embedding agentic AI into their ecosystems, conversational interfaces will soon be the default way advertisers plan and manage campaigns.

Automation, new commerce models, and a fresh generation of consumers are transforming the rules of connection and creativity. Explore the 11 trends shaping the digital future.

Amazon announced a breadth of AI-powered ad options on Day 1 of its annual Unboxed event designed to simplify campaign creation and deployment. Amazon’s new resources give advertisers a uniquely full-funnel solution that’s difficult to find in the crowded digital marketing world.

Amazon’s Prime Video maintains an average monthly ad-supported reach of more than 315 million viewers globally, the company announced at its 2025 unBoxed event. Amazon’s high-intent shopper base and ability to lead users through the entire marketing funnel offer a distinct advantage.

This benchmark covers how ad buyers can calibrate their digital ad spending and budget allocations against the market, and how publishers and solution providers can assess whether their ad revenues align with industry trends.

This benchmark covers how ad buyers can calibrate their search ad spending and budget allocations against the market, and how publishers and solution providers can assess whether their ad revenues align with industry trends.

This benchmark covers how ad buyers can calibrate their social media ad spending and budget allocations against the market, and how publishers and solution providers can assess whether their ad revenues align with industry trends.

This benchmark covers how ad buyers can calibrate their total media ad spending and budget allocations against the market, and how publishers and solution providers can assess whether their ad revenues align with industry trends.

The world’s largest digital platforms are increasingly treating AI as the foundation of a new commercial paradigm, according to recent earning calls from Google, Amazon, and more.

The Trade Desk posted another strong quarter, with revenue up 18% to $739 million and EBITDA margins above 40%, but CEO Jeff Green’s focus remains philosophical. On the Q3 call, Green said the company’s “AI-first” Kokai platform and new tools—Open Ads, Deal Desk, Audience Unlimited, and Trading Modes—position TTD as the infrastructure layer of an open, transparent internet. CTV now accounts for half of total revenue, with Disney and Hearst partnerships lifting publisher yields by 23%. Yet Green acknowledged the open web’s challenges, calling the vision “more aspirational than factual” as walled gardens tighten control.

Generative AI is transforming how consumers discover products and brands earn visibility. As usage of—and trust in—AI grows, brands must rethink how they optimize for discovery and measure success.

Between 2022 and 2024, Novo Nordisk spent about $7.5 million to have Ozempic ads run on related search keywords to drive users to its prescription drug brand website, according to a JAMA Network Open study. Novo spent the $7.5 million across 15,000 paid keywords related to weight loss, which generated 2.4 million paid visits to Ozempic.com. Some drugmakers might be getting away with pay-per-click drug advertising that promotes their product for off-label use. Given that pharma companies devote about 56% of their annual digital ad spend to search—the second-highest share of any sector—marketers should work with search platforms to better align paid keywords with appropriate drug ad placements.

Disney channels, including ESPN and ABC, have officially been removed from leading pay TV platform YouTube TV after Disney and Google failed to resolve a distribution dispute. Even as YouTube TV gives subscribers access to a large number of non-Disney channels, its ad effectiveness could be harmed without as broad of a sports portfolio—necessitating cautious investment.