On today's episode, we discuss why TikTok downgraded its revenue expectations, what concerns us the most about the company, and how big of a digital ad player it can actually become. "In Other News," we talk about YouTube letting folks buy products in Shorts and whether people want to buy things in WhatsApp messages. Tune in to the discussion with our analyst Debra Aho Williamson.

Even as we approach a potential ad spend winter, connected TV (CTV) advertising is in decent shape. Netflix and Disney+ just joined the ad-supported streaming game. Cord-cutters are outpacing pay TV viewers. And YouTube is increasingly watched on CTVs. These five charts offer a closer look at CTV’s past, present, and future.

CTV is providing continued growth in digital video viewership, further splitting audiences with TV. The ad market in Canada is responding by developing new ways to holistically target the total audience for long-form entertainment.

“Google is clearly trying to modernize what has been this golden goose, which is their search business, while also trying to modernize the format that they’re able to deliver to users on YouTube with Shorts,” said our analyst Max Willens, following Alphabet’s third-quarter earnings. “We might be at the beginning of an environment where it's tough to build momentum around either of them.”

Western Europe’s digital video audience continues to grow, though some financially squeezed consumers are canceling subscriptions. In 2023, more than 290 million people in the region will watch digital video at least monthly.

New advertising forecasts for Netflix and Disney+ shed light on streaming advertising’s evolution.

Advertisers are ditching a tumultuous Twitter in the wake of Elon Musk’s erratic behavior, combined with an underwhelming (or downright concerning) earnings season for Big Tech.

On today's episode, we discuss why Google's advertising business has slowed, the significance of YouTube's growth going in the wrong direction, and what to expect from Google in Q4 and beyond. "In Other News," we talk about Apple Search Ads' market share and why live sports may not be that big of a driver of pay TV subscriptions. Tune in to the discussion with our analyst Max Willens.

The UK is home to some of the most voracious digital video viewers, but planning a campaign across the plethora of video platforms is getting more and more complicated. An increase in ad-supported on-demand platforms is adding to the complexity.

YouTube will soon sell subscriptions to other streamers: Major rivals like Netflix and Disney are notably absent as YouTube gears up to take them on.

Amazon’s Q3 earnings are a mixed bag: Strong sales and ad growth helped return the retailer to profitability, but the company’s retail business continues to lose money.

Alphabet earnings disappoint, except in the cloud: Google Cloud surpassed Q3 expectations as Alphabet’s topline revenue dashes investor hopes. Expect more pressure on employees, which could harm workplace culture.

There’s still a large percentage of social media users who don’t buy via social. Understanding what makes current social buyers buy can help brands and platforms increase sales and potentially grow their customer bases.

Google this week announced several new advertising features for YouTube across video, audio, and commerce. Here’s what the company announced at Advertising Week New York:

TikTok’s latest target is podcasts: YouTube’s success with the format tipped off the short-form video app to an opportunity for incremental growth.

Q3 wasn’t an easy quarter for Meta. Snap is in a tough spot. TikTok was the elephant in the room amid its rivals’ disappointing Q2 earnings calls.

In this report, we look at the most important updates for social platforms in Q3 and how those changes will affect marketers. For the first time, we’re including updates for YouTube as well.

Creators and influencers are looking for ways to diversify platforms in order to increase audience outreach, foster community, and assure they’re not at the whims of any single social media algorithm.

Major streaming services like Netflix and Disney+ dive into advertising while more viewers cut the pay TV cord.

YouTube is toying with its ad strategy. The platform is beefing up Shorts by including ads; it tested users’ ad tolerance by running as many as 10 unskippable ads before videos. The experiment has been a headache for users, but the central question isn't new: How many ads and ad breaks will users put up with?