Q1 results show how the largest ad companies are weathering uncertainty around the Iran war and AI spending

The Trade Desk under the microscope: Q1 revenues rose 12% to $689 million, but audits and agency exits cloud its outlook.

Disney’s results show consumers are still spending: The company’s high-demand streaming services are keeping viewers on board despite economic shocks.

Partnership could make streaming ads easier to buy and measure as marketers seek more accountability.

Snap grows revenues faster than users: Sales rise 12% as North America DAUs fall 7% and Snap looks to prove it can sustain growth.

WBD’s streaming can’t offset TV slump: Linear ads fall 12% as cord-cutting bites, HBO Max rises, and a Paramount deal looms.

Google builds an AI-ready measurement hub: New tagging, data flows, and geographic testing help prove marketing’s business impact.

OpenAI opens data to marketers: New policy allows limited ID sharing and purchase data to power ChatGPT ads.

Paramount Skydance leans on streaming: Q1 revenues rose 2% as Paramount+ climbed 17%, offsetting TV declines and bolstering its WBD merger pitch.

Pinterest courts full-funnel marketers: Q1 revenue rose 18% as AI tools and retail deals aim to turn inspiration into trackable sales.

Google considers Gemini ads: After ruling them out, Google eyes chatbot ads to offset AI costs and prove Gemini can rival ChatGPT for budgets.

LinkedIn’s video engine: Revenues rose 12% YoY as paid video climbed 30%, with higher CTRs and engagement cementing its B2B ad appeal.

X rebuilds its ad core: A ground-up AI overhaul aims to fix targeting and ROI as revenues lag far behind pre-Musk levels.

Apple's Services category enjoys record growth: The segment contains its ads business, which will grow steadily through 2030

Roku’s ad engine hums: Q1 ad revenues jumped 27% as 38.7 billion streaming hours and premium CTV formats helped pull marketers from linear TV.

Reddit monetizes trust at scale: Q1 revenues rose 69% to $663 million, with ad revenues up 74% as authentic conversations drive performance.

Amazon’s AI ad engine: Q1 ad sales rose 24% to $17.2 billion as automation and first-party data power full-funnel buys.

Google posts its second $100 billion quarter thanks to AI: The advertising leader is proving that the tech can drive revenues to offset heavy spending.

Meta’s AI payoff: Q1 revenue hit $56.3 billion as AI tools drove ad gains that help justify a $145 billion spend plan.

Can advertising cover tech’s ballooning AI costs? That question defined big Q1 earnings day for Amazon, Meta, Microsoft, and Google.