"Meta is projected to strengthen its dominance in digital advertising after its ad business grew 22% to USD$196bn (£154.8bn) in 2025, according to WARC Media forecasts. The company is expected to record another 22.3% increase this year, pushing advertising revenue to approximately USD$240bn (£189.6bn), as marketers continue to prioritise spending across platforms such as Instagram, Facebook, and Reels."
"According to WARC Media and Omdia data, the US remains Meta's largest advertising market, accounting for more than 40% of ad spend across both Facebook and Instagram, followed by the UK and Australia. However, advertiser momentum is increasingly concentrated around Instagram, with more than half of global marketers planning to increase spending on the platform this year, compared with only a quarter for Facebook."
"Alibaba Group has reported triple-digit growth in revenue from its AI-related products for the eleventh consecutive quarter. The company disclosed for the first time that AI-related products generated 8.97bn yuan (£1.04bn) during the quarter ended 31st March, helping drive a 3% increase in overall revenue to 243.4 bn yuan (£26.4bn). While the figure came slightly below market expectations, it marked an improvement from the previous quarter's growth rate."
"Alibaba's cloud-computing division remained a major growth engine, with revenue rising 38% year-on-year to 41.6 bn yuan (£4.5bn), extending its streak of double-digit quarterly expansion. AI-related products now account for roughly 30% of external revenue within Alibaba's Cloud Intelligence Group, highlighting how central AI has become to the company's long-term growth"
Meta’s advertising business is projected to grow further, with 2025 ad revenue reaching $196bn and a forecast increase of 22.3% to about $240bn in 2026. Marketers continue prioritizing spending across Instagram, Facebook, and Reels, with the US remaining Meta’s largest advertising market. Advertiser momentum is increasingly concentrated around Instagram, where more than half of global marketers plan to increase spending, compared with only a quarter for Facebook. Alibaba reported triple-digit growth in AI-related products for the eleventh consecutive quarter, generating 8.97bn yuan in the quarter ended 31 March. Overall revenue rose 3% to 243.4bn yuan, while cloud computing revenue increased 38% year-on-year. AI-related products now represent about 30% of external revenue within Alibaba’s Cloud Intelligence Group.
Read at Exchangewire
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