Future-proofing against—and capitalizing on—advances in consumer-facing AI will be the overarching theme for retailers in 2026.
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.
Microsoft is turning to lifestyle creators to make Copilot a cultural player, not just a productivity tool. TikTok stars like Alix Earle, Brigette and Danielle Pheloung, and Brandon Edelman are showing Copilot in real-life contexts—beauty, fashion, and self-improvement—garnering millions of views and repositioning the AI assistant for Gen Z and women users. Consumer CMO Yusuf Mehdi calls Microsoft a “challenger brand” in AI assistants, with 150 million users compared with ChatGPT’s 800 million weekly. The influencer pivot signals a shift toward utility-driven marketing—content that demonstrates value in everyday life rather than selling aspiration.
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.
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.
Most video game players treasure the end of the year, both to splurge on their favorite hobby and to spend more time in-game.
A global Azure and 365 outage hours before earnings revealed the fragility of Microsoft's dominance, briefly disrupting apps and websites worldwide. But its latest earnings demonstrated its unmatched lead in enterprise AI. Azure and other cloud services jumped 40%, powering Microsoft Cloud’s 26% revenue surge to $49.1 billion. Despite the hiccup, Microsoft’s results confirmed AI’s full integration into its business model, with Copilot and Azure fueling recurring cloud consumption—and turning productivity into predictable, high-margin growth.
By the end of 2025, CTV will overtake linear TV in key metrics like viewing share, viewing households, time spent, and content spending. CTV ad spend with then be set to surpass traditional TV spend in 2028.
Search advertising is entering a new era where Amazon and other retail media players are reshaping how discovery and intent are monetized. Brands must revisit their “search mix.” Google may remain indispensable, but allocating more spend to retail media will future-proof campaigns against cookie loss and capitalize on where shopping intent now begins.
Mastercard launched a commerce media network. Unlike rival networks, Mastercard already has a set of anchor partnerships, including Citi, WPP, American Airlines, and Microsoft. Mastercard will remain the biggest fish in the commerce network media pond—barring Visa’s entrance into the space. Until then, Mastercard has a chance to set the standard for how payment networks can monetize their first-party data.
The news: Cloudflare is rolling out a new feature that gives content publishers greater control over how Google scrapes and presents their content and helps them keep content out of AI summaries without opting out of Google search results all together—a choice Google hasn’t allowed. For publishers, Cloudflare’s feature could provide further control over how content is indexed and brands are compensated. Experimenting with the tools will help companies understand how AI summaries are affecting their traffic and searchability.
The EU is investigating whether Apple, Google, and Microsoft are doing enough to curb online financial scams, per Ars Technica. The European Commission (EC) will send formal requests for information under the Digital Services Act (DSA), targeting fake apps, fraudulent search results, and scam accommodation listings on Booking.com. Ad campaigns appearing in search results, mobile apps, or Bing ads could face more scrutiny or be caught up in regulatory nets. Brands that lead with transparency and consumer protection will not only comply, but also gain an edge should platforms tighten controls.
Microsoft and OpenAI revised their partnership with a new, nonbinding agreement that could pave the way for OpenAI to change its structure to include a public benefit corporation (PBC) arm. The agreement reportedly changes a clause that would rescind Microsoft’s access to OpenAI technology once the startup’s board decides it has reached artificial general intelligence (AGI), per The New York Times. Possible implications: Regulatory entanglements and antitrust concerns could ease, and if OpenAI’s PBC plans are successful, it could reshape how AI companies balance profits and responsibilities.
Microsoft is reducing its reliance on OpenAI by bringing in rival Anthropic to power key enterprise features, per The Information. With Microsoft 365’s entrenched position in productivity software, Anthropic’s integration could shift enterprise adoption trends away from OpenAI. If Anthropic gains traction, OpenAI risks losing one of its strongest distribution channels and with it, its influence on how AI is embedded in daily workflows. Marketers should watch to see not just who wins contracts, but who defines the next generation of workplace software.
Netflix and Amazon Ads have struck a global partnership to bring Netflix’s ad inventory to Amazon’s demand-side platform (DSP) across 12 markets, including the US, UK, France, Japan, and Brazil. The move expands Netflix’s programmatic footprint as it aims to nearly double US ad revenues this year and approach $3 billion globally by 2027. For Amazon, adding Netflix strengthens its DSP’s position; the deal underscores a shift toward centralized TV planning, where Amazon’s DSP increasingly serves as the central gateway for connected TV advertising.
AI is rewriting the rules of digital media, advertising, and commerce at breakneck speed. Here’s what players in the digital realm can do to stay relevant.
OpenAI revised its projected cash burn through 2029 to $115 billion—about 230% higher than earlier estimates. This alteration demonstrates how capital-intensive model training and deployment have become and how far those costs are beyond what traditional startup economics can sustain. These financial forecasts illustrate a ballooning cash burn matched by surging investments and rising revenue expectations. OpenAI might need to explore tactics like affiliate links or in-chat advertising for monetization and added incentives and premium features to convert free users into paying ones.
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