Emarketer
Coverage of Emarketer in the Nexus archive.
- Alphabet’s SpaceX stake fuels a $98 billion gain, beating estimates
Alphabet Inc. reported a $98 billion net gain in Q2, driven by gains on its SpaceX stake following SpaceX's June public listing. The company's revenue rose 24% to $119.8 billion, exceeding analyst estimates, with AI investments and advertising revenue contributing to the strong performance.
- Google’s Q2 earnings of $112.11B beat Wall Street’s expectations on AI boom
Alphabet Inc. reported Q2 earnings of $112.11B and revenue of $119.8B, exceeding analyst expectations, driven by strong advertising revenue and AI investments. CEO Sundar Pichai highlighted AI's role in business growth, while Emarketer analyst Nate Elliott noted Gemini's progress toward 1 billion users and cloud business expansion.
- Google's Q2 earnings of $112.11B beat Wall Street's expectations on AI boom
Alphabet Inc. reported Q2 earnings of $112.11 billion, exceeding Wall Street expectations, driven by AI investments and strong advertising revenue. Revenue rose 24% to $119.8 billion, with digital ads and cloud growth fueled by AI advancements.
- Google's Q2 earnings of $112.11B beat Wall Street's expectations on AI boom
Alphabet Inc. reported Q2 earnings of $112.11B, exceeding expectations, driven by AI investments and strong ad revenue. Revenue rose 24% to $119.8B, with AI products like Gemini nearing 1 billion users and cloud growth fueled by AI demand.
- OpenAI faces stark doubts about ChatGPT ads. It's beginning the long fight to prove them wrong.
OpenAI faces skepticism over its ChatGPT ad revenue projections, with analysts calling the goals unrealistic. Advertisers note the platform's rudimentary state compared to Google and Meta, despite geographic expansions and new capabilities. OpenAI aims to build an ad business rivaling tech giants but must overcome significant challenges.
- The Cannes Lions deal the ad industry is buzzing about — and what it means
Walmart acquired Vibe.co, a French adtech firm, for $1.4 billion, signaling its intent to compete with Meta, Google, and Amazon in the advertising industry. The deal aims to simplify streaming TV ad buying and expand Walmart's ad ecosystem, following its 2024 acquisition of Vizio.
- Creators are the new kings of advertising's biggest bash
Creators are central figures at the 2025 Cannes Lions advertising festival, with over 250 influencers attending to secure brand deals, speaking roles, and content opportunities. The shift reflects marketers' growing reliance on creators for consumer engagement, as industry experts highlight the rise of creator commerce and the decline of traditional broadcast advertising.
- Amazon's Prime Day has a problem: Almost everyone has Prime already
Amazon's Prime Day faces challenges as nearly 86% of online shoppers are already Prime members, shifting the event's focus from acquiring new members to encouraging existing ones to purchase more. Amazon is promoting groceries and essentials during this year's Prime Day, competing with rival sales from Walmart and other retailers.
- Apple expected to unveil new AI features at last developers conference with CEO Tim Cook
Apple is expected to unveil new AI features at its annual developers conference, the last to be led by CEO Tim Cook before his retirement in September. The event will focus on software updates, including potential enhancements to Siri, as Apple transitions to new CEO John Ternus. Analysts anticipate AI advancements and ecosystem improvements during the conference.