On today’s podcast episode, we discuss the three big questions surrounding Meta in Q3 and beyond: How will AI-generated social video affect social media? What’s the biggest takeaway regarding Meta using AI chatbot conversations to target ads? And do Meta's new smart glasses really have a future? Join Senior Director of Podcasts and host Marcus Johnson, Analyst Emmy Liederman, and Principal Analyst Minda Smiley. 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.
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 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 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.
Mid-market marketers (companies with 10 to 499 employees) have high expectations for artificial intelligence and see AI as a productivity lever for lean teams, according to new data from WARC and MailChimp—but adoption lags behind enthusiasm. AI is still in its early days, leaving a wide gap between the largest companies with capital to invest in proprietary resources and smaller teams with more limited resources.
Meta’s internal documents show it knowingly earned up to 10% of its annual revenues in 2024—around $16 billion—from scam and banned product ads, per Reuters. Meta, which owns Facebook, Instagram, and WhatsApp, reportedly served 15 billion high-risk scam ads daily, often letting them run unless 95% fraud certainty was detected. Brands should audit ad placements to see if scam ads dilute their impact. Seek platforms guaranteeing ad integrity, and require clear enforcement and accountability from ad platforms.
Amazon is continuing to see success with its maturing ad offerings. Q3 advertising services reached $17.7 billion, up 24% YoY, while net sales increased 13% to $180.2 billion. Q4 guidance points to continued confidence, with Amazon expecting growth between 10% and 13% YoY. Amazon’s ad success indicates that it will continue to be a promising opportunity for marketers that offers a unique proposition combining data-driven targeting, commerce integration, innovative ad formats, and the ability to reach consumers both onsite and offsite.
At the Marketecture conference, MiQ’s global VP of strategy and partnerships, Moe Chughtai, said advertisers are finally connecting platforms like Meta, YouTube, and TV through clean room technologies that enable unified measurement. Traditional marketing mix models are being replaced by one- to three-month measurement cycles that allow for real-time optimization and smarter KPI alignment. The result: advertisers can move beyond isolated reporting and toward integrated, cross-platform performance strategies that strengthen confidence in ROI.
Meta posted $51.24 billion in Q3 revenue, up 24% YoY, with Instagram driving the bulk of growth as Reels, AI discovery, and cross-device formats redefine engagement. Reels now account for half of all Instagram time spent, while Meta’s upcoming CTV app positions it to compete directly with YouTube. Facebook’s US user base remains stable near 181 million, but Instagram’s will climb to nearly 170 million by 2029. For advertisers, Meta’s evolution marks a shift from scale to yield—emphasizing creative iteration, storytelling, and AI-powered optimization across its maturing social and video platforms.
Pinterest announced AI-powered updates for its boards feature on Monday, with a new look and upgrades aimed at offering users a more personalized and relevant experience. With Pinterest now capable of picking up more subtle signals about user interests, including their aesthetics and preferred boards, advertisers can now better appear in contexts that are more aligned with user mindsets.
The ad industry has reached a tipping point in its approach to measurement, shifting from a slower, siloed approach to one that’s more dynamic and allows advertisers to shift their spending more quickly than they had in years past.
TikTok is undergoing a sweeping reorganization that consolidates control under ByteDance’s Beijing-based leadership. The company’s global content and distribution teams now report directly to Douyin architect Fiona Zhi, who is closely tied to ByteDance founder Zhang Yiming. The change strengthens central oversight just as the US and China approach a potential TikTok ownership deal—but it also raises questions about governance, transparency, and stability. Advertisers are pausing or shifting spend amid uncertainty over who will run TikTok’s US operations and how its algorithm and data policies will evolve. ByteDance’s move reasserts control—but risks reigniting trust concerns in its largest market.
The Omnicom-IPG merger is expected to close in November, according to Omnicom CEO John Wren in the company’s Q3 earnings release, which showed organic revenue growth of 2.6% YoY. The merger seems to have crossed its last hurdle—and the new Omnicom-IPG entity stands to benefit marketers in many ways, though brands must keep some considerations in mind.
AI adoption is accelerating faster than regulation, reshaping consumer behavior. Younger generations lead the charge for mainstream acceptance, forcing brands to navigate new risks and opportunities in AI-powered content.
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