Bluesky’s growth is defying social media convention. COO Rose Wang told EMARKETER the platform’s momentum comes not from algorithmic reach but from conversation and community. “People are coming for the discussion and staying for the connection,” she said. Bluesky, now past 40 million users, is attracting audiences fleeing top-down platforms and gravitating toward participatory, user-led spaces. Custom feeds and decentralized moderation let culture form organically, giving advertisers a glimpse into early-stage cultural formation. For marketers, Bluesky’s appeal isn’t reach—it’s relevance. As Wang put it, “People still want to gather.” In a fragmented ecosystem, that’s a powerful foundation.
Amid an ongoing YouTube TV blackout and linear declines, Disney missed analyst estimates in fiscal year Q4. Despite Disney’s streaming growth, the loss of YouTube TV presents a meaningful risk to advertisers because it fractures access to millions of viewers who relied on YouTube TV to watch Disney-owned networks.
Richemont’s jewelry sales growth accelerated in the three months ended September 30, as global demand for Cartier watches and Van Cleef & Arpels necklaces held up despite what the company called “unprecedented headwinds.” Jewelry is proving to be one of the most resilient luxury categories, largely due to its durability. It goes out of fashion more slowly than most apparel and leather goods, and retains its value better, especially with gold prices soaring. Jewelry will be the fastest-growing personal luxury category in the US this year, according to our forecast, thanks to its stronger value proposition and the resilience of wealthy shoppers.
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.
Facebook is creating a more social Marketplace experience with collaborative features aimed at making buying and selling feel more interactive. The platform is rolling out “collections” that let users create groups of Marketplace listings and invite friends to browse together. It’s also adding reactions and comments directly on listings. Brands should explore ad placements within the shopping platform to meet high-intent, young customers who are already in a product discovery mindset.
Brand bias leads most shoppers to buy from companies they’re already familiar with, making it difficult to attract and convert new customers. Eighty-four percent of purchases by consumers worldwide are driven by preexisting brand bias, per WPP Media’s How Humans Decide report. Marketers should focus on building long-term, positive brand familiarity before a buying moment occurs. Because ESO placements carry more influence than paid channels in shaping bias, brands should prioritize credibility-building strategies like reviews and social content.
In today’s episode, we explore whether MrBeast’s pivot from giving away money to managing it marks a natural evolution or a red flag and if we looking at the rise of a financial services super-app that competes with banks—or a NerdWallet-style affiliate play that sells Gen Z customers to other financial service providers? Join the discussion with host and Head of Business Development Rob Rubin, and Principal Analysts Tiffani Montez and Max Willens.
Microsoft is turning to lifestyle creators to make Copilot a cultural player, not just a productivity tool. TikTok stars like Alix Earle, Brigette and Danielle Pheloung, and Brandon Edelman are showing Copilot in real-life contexts—beauty, fashion, and self-improvement—garnering millions of views and repositioning the AI assistant for Gen Z and women users. Consumer CMO Yusuf Mehdi calls Microsoft a “challenger brand” in AI assistants, with 150 million users compared with ChatGPT’s 800 million weekly. The influencer pivot signals a shift toward utility-driven marketing—content that demonstrates value in everyday life rather than selling aspiration.
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.
Chinese tax authorities are requiring Amazon, Temu, Shein, and other major platforms to submit Q3 sales data from Chinese merchants as regulators intensify efforts to curb tax evasion in cross-border ecommerce. The information is expected to reveal higher actual sales than those reported, potentially leaving sellers liable for up to 13% VAT plus back taxes. The move aligns with Beijing’s broader push to recover tax revenue, and it comes as global markets tighten de minimis rules. These shifts could reshape marketplace dynamics as Chinese sellers reassess pricing, participation, and ad spending amid rising compliance pressures.
The advertising industry is moving from “opportunity to see” to “proof of impact.” The new IAB and MRC Attention Measurement Guidelines formalize a shift long visible in audience behavior in which people respond to what they feel, not what they scroll past, per MarTech. Attention standards raise the bar so it’s no longer enough for an ad to be seen—it needs to elicit an emotional response. Brands targeting specific demographics should design creative around their emotional triggers, measure attention as a quality metric, and build media plans that prioritize resonance over reach.
Google is adding agentic checkout to its shopping capabilities in time for the holiday season, alongside other genAI tools. These updates defend Google’s core search ad business as shopping queries move toward conversational interfaces, even as the company still dominates the search journey. They also position Google to benefit from increased genAI adoption this holiday season.
Google is expanding its use of agentic AI across its advertising suite, announcing that Ads Advisor and Analytics Advisor—two new, Gemini-powered assistants—will roll out to all English-language Google Ads and Google Analytics accounts in early December. Per Google, the tools aim to make campaign management and data interpretation faster, simpler, and more conversational. AI copilots are becoming table stakes. With Google and Amazon both embedding agentic AI into their ecosystems, conversational interfaces will soon be the default way advertisers plan and manage campaigns.
Cyber Monday ad spending eclipsed Black Friday for the first time last year, per a Sensor Tower and Pathmatics analysis of spend from the “shopping” category between October 1 and December 31. While the digital sales day brought in just $300,000 more in ad spending than its in-person counterpart, it represents a turning point in the yearslong trend. As even Black Friday shopping moves online, advertising with the tail end of the Cyber Five period in mind could help with both day-of sales and December shopping.
Robinhood has partnered with Gopuff to deliver cash that customers have withdrawn from their Robinhood bank accounts. Robinhood is building on its super-app strategy for Gen Zers and millennials to draw them in with entirely new financial products: It recently added trading for nontraditional assets as well as “event contracts” to trade bets with other users. The Gopuff cash delivery partnership blends premium banking services that younger consumers expect with the digital access and convenience they’re accustomed to.
Cash App released a slew of updates across its payments ecosystem, per a press release. Cash App’s continued focus on expanding financial services and tools for unbanked, underbanked, and lower-income consumers also reveals Block’s ambition to own this market, as Venmo hones in on students and educated young professionals. Making Afterpay’s BNPL tool more easily accessible to Cash App users helps this demographic navigate economic uncertainty with a tool they may see as less risky than revolving credit.
Apple debuted Digital IDs derived from iOS users’ US passports, per a press release. The Digital ID is in beta at more than 250 Transportation Security Administration (TSA) checkpoints in the US for domestic flights. Digital IDs can make mobile wallets more useful and encourage users to complete transactions with their phones instead of a card. But adoption will only take off if a critical mass of merchants and airports accept them as a valid form of ID.
50.3% of US grocery shoppers say they'd use in-store digital tools if instant savings and coupons were exclusive to those tools, according to July 2025 data from Amazon Ads and EMARKETER.
From grocery aisles to gig apps, the biggest names in commerce are converging on the same conclusion: Grocery has grown into the ultimate testbed for convenience, loyalty, and AI-driven efficiency.