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Advertisers Continue to Brace for Impact: How Market Pressures Are Reshaping Ad Spending Milestones This Year and Next | Behind the Numbers

Behind the Numbers: an EMARKETER Podcast · with Oscar Orozco, Yory Wurmser · December 1, 2025 · 23 min

Summary

This episode provides a crucial look into how macroeconomic factors like tariffs, inflation, and government shutdowns are reshaping advertising budgets and strategies for ecommerce businesses. It offers forward-looking analysis on ad spending milestones for this year and next, helping operators anticipate market shifts and adapt their digital ad strategies across major platforms like Google, Meta, and Amazon. Ecommerce operators will gain insights into optimizing their media mix and navigating the evolving digital ad landscape to protect ROI.

Key takeaways

Themes

paid acquisitionanalytics & attributionfinance & fundraising

Topics covered

macroeconomic impact on ad spenddigital ad triopolyad spending forecastsmedia mix optimizationplatform advertising trendsadvertiser roi

Episode description

On today’s podcast episode, we discuss how advertisers are faring amid the current economic backdrop of tariffs, inflation, and a government shutdown; how the digital ad triopoly is changing; and the biggest ad spending milestones this year and in 2026. Join Senior Director of Podcasts and host Marcus Johnson, along with Senior Director of Forecasting Oscar Orozco and Principal Analyst Yory Wurmser. Listen everywhere, and watch on YouTube and Spotify. To learn more about our research and get access to PRO+ go to EMARKETER.com Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: https://www.emarketer.com/content/podcast-advertisers-continue-brace-impact-how-market-pressures-reshaping-ad-spending-behind-numbers © 2025 EMARKETER Campaigns take flight with Viasat Ads. Unlock access to over 250 million passengers annually across leading global airlines, with high-engagement ad formats and real-time delivery. Viasat Ads provides access to a verified audience in a captive environment, so your message reaches passengers when they are ready to engage. Join their journey with Viasat Ads.

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Frequently asked about this episode

What does this episode say about paid acquisition?
Understand the impact of macroeconomic factors (tariffs, inflation, government shutdowns) on ad budgets and consumer purchasing power to better strategize for potential disruptions.
What does this episode say about analytics & attribution?
Analyze the evolving 'digital ad triopoly' (Google, Meta, Amazon) to identify shifts in market share, advertising formats, and effectiveness, and adjust your media spend accordingly.
What does this episode say about finance & fundraising?
Leverage EMARKETER's ad spending forecasts for the current year and 2026 to proactively plan your marketing budgets and explore new growth areas in your media mix.
What does this episode say about paid acquisition?
Evaluate your current ad creatives and platform algorithms to ensure optimal performance within dominant ecosystems, adapting to user behavior changes and platform-specific nuances.

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