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MAY 5, 2025 |
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What percentage of women’s daily audio listening time is spent with music? |
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A) 47% B) 57% C) 67% D) 77% |
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TOP STORY |
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Following Google’s second antitrust loss in under a year, Google is at a crossroads. The recent ruling that Google maintains an illegal monopoly on ad tech, combined with last year’s ruling of antitrust practices in online search, could reshape digital advertising. |
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“[The court] acknowledged the interplay between Google's two monopolies,” said our analyst Evelyn Mitchell-Wolf on our “Behind the Numbers” podcast.“The decision tree is endless here." |
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Advertisers should watch the possible outcomes for Google, though the implications of this decision will likely follow a lengthy appeals process. |
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IN THE NEWS |
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Google AdSense is broadening its reach to include ads in chatbot conversations for AI startups, following successful tests with iAsk and Liner earlier this year, per Bloomberg. |
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A Google spokesperson told Bloomberg that “AdSense for Search is available for websites that want to show relevant ads in their conversational AI experiences,” while iAsk and Liner did not comment. |
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Our view: Google’s test is part of its strategy to extend advertising dominance to emerging platforms, and shows that advertising is likely to become a massive part of how AI companies generate future revenues. |
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ANALYSIS |
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Anxiety around inflation, a deteriorating labor market, and trade war consequences have deepened consumer uncertainty about the US economy, with wide-ranging implications for retail. |
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The University of Michigan's Index of Consumer Sentiment, which has tracked consumer views toward the economy for over 75 years, charted March's sentiment at 57.0—a 12% dip from the previous month and the third consecutive month of declining confidence. |
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"This worsening of sentiment that we've seen over the last three months… this is across the board," explains Dr. Joanne Hsu, director of the University of Michigan's Surveys of Consumer Sentiment, on a recent episode of the "Reimagining Retail" podcast. "People have a consensus view that things are getting worse along all of these dimensions, and so that's the thing that I find most alarming right now." |
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