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.
Jack Dorsey is reviving nostalgic short-form video culture with diVine, a Vine reboot designed for authenticity at a time when AI-generated creator content is surging. The new app launched with over 100,000 restored Vine videos. Vine gives diVine an emotional head start—but survival will hinge on converting that sentiment into fresh creative momentum. Brands that lean into authenticity will find diVine a clean slate—one where trust and creativity drive engagement. Still, it must overcome one hurdle: persuading audiences to make room for one more app in an already-saturated attention economy.
Netflix advertising chief Amy Reinhard claimed the streaming service has 190 million monthly active viewers (MAV) worldwide—a new advertising metric the company shared after it stopped reporting subscription numbers earlier this year. Netflix wants to help advertisers more clearly understand an ad’s potential reach and ROI. Low churn, high-value content, and maturing ad offerings means Netflix will be an attractive option for brands for years to come—but the picture is about to get more complicated.
This year, media and entertainment brands will spend nearly twice as much on linear TV ads (10.0%) as they will on over-the-top (OTT) streaming services (5.4%), according to MediaRadar data and an August 2025 EMARKETER forecast.
Paramount Skydance’s first full quarter under CEO David Ellison wasn’t flashy—but it was confident. Revenues were roughly in line, shares jumped over 10%, and management struck a new tone: Paramount is (re)building. Ellison and president Jeff Shell raised synergy targets to $3 billion, boosted film and TV output, and reaffirmed streaming growth through UFC integration on Paramount+. Ellison teased “buy versus build” ambitions amid merger chatter with Warner Bros. Discovery, signaling offense over defense. The message landed: Paramount’s next act is about agility and intent—a media giant betting it can grow faster by cutting smarter.
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.
On today’s podcast episode, we discuss why measurement is harder than it used to be, how the metrics advertisers use to evaluate their spend are changing, and what marketers can—and should—do to navigate this transition effectively. Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Max Willens, Nielsen's Head of Performance Marketing Alison Gensheimer, and SVP and Head of Advertisers and Agencies Matthew Devitt. Listen everywhere, and watch on YouTube and Spotify.
The news: YouTube’s global reach is rewriting entertainment power dynamics. Creator-led channels now rival and surpass traditional studios, signaling a shift from centralized production to audience-driven storytelling. That dominance extends beyond mobile screens and into the living room. What this means for brands: Half of the top 10 YouTube channels cater to kids and families, offering reliable spaces for brand-safe storytelling and high retention, provided that compliance with child privacy rules is prioritized. Brands that treat creators as strategic media partners—not just influencers—will command trust, deeper engagement, and measurable ROI.
On today’s podcast episode, we discuss the main factors leading marketers to cut spending at the moment, how advertisers are adapting their approach to measurement, and what is happening in the industry as more marketers begin to embrace the opportunity to shift spend at a higher velocity. Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Max Willens, Nielsen's Head of Performance Marketing Alison Gensheimer, and SVP and Head of Advertisers and Agencies Matthew Devitt. Listen everywhere, and watch on YouTube and Spotify.
Healthcare and pharma social media ad spending will surpass linear TV this year, growing 18.1% year over year to reach almost $6 billion. Meanwhile, the industry’s linear TV spend will decline 11% to $5.56 billion. These shifts in spending align with the fact that social media is an increasingly important source of health information, especially for younger people and healthcare professionals.
Warner Bros. Discovery (WBD) posted rocky Q3 results, with US ad revenues falling 16% YoY to $1.4 billion, largely attributed to linear TV audience declines. WBD’s current ad struggles indicate that significant changes are ahead—but regardless of whether WBD splits or sells, the shift will inevitably deliver greater value to advertisers.
Eighty-five percent of adult mobile gamers in the US, the UK, Japan, and South Korea play daily—but how they play and pay diverges sharply, per Mistplay’s 2025 Mobile Gaming Across Markets report. The East–West loyalty gap is redefining how mobile game studios and advertisers compete. Asian markets lean on depth and narrative while Western ecosystems chase reach and novelty. Brands and publishers must find ways to localize the full player journey—from discovery to monetization. Cultural fluency and first-party data will define who retains gamers’ attention.
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.
Snapchat revenues and users grew in Q3—but the company warned that age verification laws would have unpredictable results on its business. While innovative ad tools and a new partnership with Perplexity could offer more value, stagnant growth and new policies that would restrict access to over 18% of Snapchat’s audience make the social platform a riskier investment than those with ad businesses less reliant on a youth-oriented audience like Instagram.
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.
Direct-to-consumer TV advertising doubled the collective sales of many of the largest pharma TV advertisers across the last three years, per a recent analysis by VAB. Big Pharma’s large TV ad budgets are still paying off despite the industry-wide shift towards digital. The VAB findings highlight TV’s ability to generate brand awareness that also fuels downstream digital engagement.
Podcasts are emerging as the most credible, persuasive arm of the creator economy. According to Acast, 84% of listeners have changed their mind because of a podcaster, yet 75% don’t view them as influencers—proof that credibility, not celebrity, fuels podcast influence. Two-thirds of listeners say they’ve purchased something a host recommended. Despite the rise of video, most podcast engagement remains audio-first, underscoring the medium’s intimacy and staying power. For advertisers, podcasts offer a rare trifecta—attention, authenticity, and conversion—at a time when influencer fatigue and algorithmic feeds erode audience trust elsewhere.
Pinterest reported Q3 2025 revenue of $1.1 billion, up 17% YoY and slightly ahead of forecasts, as global user growth and AI-driven ad features continue to lift engagement. Monthly active users climbed 12% to 600 million, with international markets up 16% and driving most of the gains. Yet softer Q4 guidance spooked investors, sending shares down 20%. CFO Julia Donnelly cited “moderating ad spend” among US retailers facing tariff pressures. Globally, Pinterest’s AI tools—visual search, generative creative, and shoppable feeds—are strengthening its position as the web’s most frictionless bridge between inspiration and purchase. Consistency remains Pinterest’s quiet advantage.