• From Axios:
"Google and Meta, known together in the ad industry as the "duopoly," are expected to bring in less than half of all U.S. digital advertising this year for the first time since 2014 … The duo's ad dominance has for years made both companies the target of antitrust investigations and lawsuits. While they still tower over digital rivals, their momentum is starting to slow as competition moves in."
Among the competition: Amazon, which "is expected to capture 12.7% of all U.S. digital ad dollars, while Meta is expected to capture 17.9%."
Axios writes that "with the ubiquity of screens in the home, workplace and on the go, virtually any company can target customers with digital ads, expanding the set of competitors for Google and Meta from other publishers and social media firms to streamers, e-commerce companies and beyond.
"Streaming companies like Hulu, Roku, Paramount's Pluto and Fox's Tubi are collectively gaining digital ad market share as more television dollars flow away from traditional television."
