Ad Tech Briefing: Lines are being drawn in Amazon and Google's evolving rivalry
Briefly

U.S. import tariffs and AI disruption are transforming the global economic landscape, with significant effects on advertising. Google remains a major player with $96.4 billion in Q2 revenue, while its ad tech focus is declining. Core platforms such as Search and YouTube experienced growth. Meta also demonstrated strength, with $47.5 billion in revenue from 3.4 billion users, marking a 22 percent increase. Political factors could affect the advertising market, as the influence of major tech companies remains substantial.
Google remains a dominant force in the advertising market, with a Q2 revenue of $96.4 billion. Core platforms like Search and YouTube saw growth of 12% and 13% respectively.
The impact of AI and U.S. import tariffs is restructuring the global economic landscape and may significantly influence the marketing and advertising sectors.
Despite Google's declining ad tech priorities, they have repositioned to focus on premium media ownership, setting new paradigms in the advertising ecosystem.
Meta’s audience of 3.4 billion generated $47.5 billion in revenue during the reporting period, demonstrating significant year-over-year growth of 22%.
Read at Digiday
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