AI bubble?
Maybe, but for now AI is pushing online ads revenue through the roof.
Quarter after quarter, all advertising giants keep growing ads revenue by double-digits.
AI helps advertisers produce more assets for cheaper.
Plus, it drives better ads performance, with advanced audience matching etc.
So advertisers spend more in ads, across more channels.
As simple as that.
And more players are joining the game.
Look at Reddit, Inc., growing ad revenue by 74% YoY.
Pinterest by 17%.
Sure, Google and Meta are still the king and queen.
But the media landscape hasn't been so fragmented in years.
There's enough business for everyone!
*source: Q3 2025 earnings reports, chart by ChatGPT.
