Mark Zuckerberg arrives before Donald Trump’s inauguration takes place as the 47th president of the United States in the Rotunda Capitol of the US Capitol Building in Washington, DC, Monday, January 20, 2025.
Kenny Holston | Via Reuters
The digital advertising market was sunny enough for investors this last quarter, and offered what the court was a last hurray for looming the economic storm of the rate attack by President Donald Trump.
Wall Street Cheed The results of the first quarter of Tech giants as Goal And AlphabetBoth of both shares rise on strong income and income that beat the expectations of analysts.
The strong number of online advertising kitans in the light of economic worries showed that companies were still willing to promote their goods and services to consumers on the internet.
Amazon Bargeone online advertisement unit was also at the top of the estimates of analysts for the quarter. The advertising sale of the first quarter of the online retail giant increased by 19% year after year, which represents a faster growth rate than the advertising sale of Meta and Google, which were 16% and 9% respectively.
Smaller social media and online advertising companies such as Reddit” Bite And Pinterest Posted the sale of the first quarter that was at the top of Wall Street projections at the top. And even advertising technology companies such as Applovin And The trade agency Placed strong quarter of income.
Applovin shares rose nearly 15% on Wednesday after the supplier of mobile advertising technology analysts surpassed Esteats and said it is selling its mobile gaming company to Triplot Studios.
Shares of the Handelsdesk rose on Friday by 18%, just one day after the advertising company reported the profit of the first quarter that was at the top and the operating results.
However, the celebrations stopped when it was time for managers to discuss the rest of the year.
Purpose Chief Financial Officer Susan Lost Week said that “E-commerce exporters-based e-commerce exporters” spend less on digital advertisements due to the cessation of the minimum trade in the stores that benefited for the start of the retail trade and heavy Facebook spending such as and Shein.
“It is Vray early, hard to know how things will take place in the quarter, and certainly more difficult to know that for the rest of the year,” Li said during the call with analysts.
Managers at Alphabet and Pinterest shared Senimentos about slow, Asia-specific advertising sale and wider macro-economic uncertainty on their way to the rest of the year. Snap went so far that he would draw his second quarter of guidance on the unpredictable economy that may shrink the budgets for business advertisements for the rest of the year.
Jeff Green, CEO of the Trade Desk, also watches the challenging economy on Thursday and says that marketers are confronted with a “important time” while they work “in the midst of raised macro volatility to start the year.”
“The good news is that Q1 was really strong and the quail of last year was pretty good,” said Sameer Samana, head of global shares and real assets for Wells Fargo Investment Institute.
But with companies of different sectors that lower or even suspend their sales guidance from 2025, such as in the case of car readings such as Ford engine and Toymaker MattelSamana believes that the good times will probably come to an end.
“What it tells me is that we better enjoy this rally, we better enjoy these good grades,” said Samana. “This will be about as good when it comes for the coming year.”
In an ominous samp for social media and online advertising company, retail and consumer package good bustseses such as Procter & Gamble Have warned about weakening the sale in the midst of the turbulent economy.
Jasmine Enberg, a vice -president and chief analyst at Emiketer, said that companies in these sectors “generate about half of all social advertisements in the US and to reduce their advertisements” will have a wrinkle effect on the social advertising market. “
Mark Zuckerberg, CEO of Meta Platforms inc.; From the left, Lauren Sanchez; Jeff Bezos, founder of Amazon.com inc.; Suctar Pichai, CEO of Alphabet Inc.; and Elon Musk, CEO of Tesla Inc., during the 60th presidential inauguration in the Rotunda of the American Capitol in Washington, DC, on January 20, 2025.
Julia Demaree Nikhinson | Bloomberg | Getty images
ENBERG believes that a possible delay in the advertisements will damage smaller technical platforms more than their larger rivals.
“I think we will probably see what we tend to see in times of economic uncertainty, namely that advertisers are looking for refuting in larger plans that offer them scale and consistency,” ENBERG said.
But even technical giants can feel like one -off financial pain, Greg Silverman explained, the global director of Merkeconomy at consultancy firm Interbrand.
Although other retailers may decide to edit Facebook advertisements now that China-linked retailers such as Temu take a step back, it is unlikely that those promotional campaigns are so lucrative for those companies, Silverman said.
TEM prepared to spend great on Facebook advertisements because it has previously benefited from the minimis traders in hand, Silverman said, and it is unlikely that every American retailer will do the same, especially with a rickety supply chain and high triffs that may raise goods.
“The return on expenses that the theme received on Facebook will be difficult for everyone to recreate,” said Silverman.
For Samana van Wells Fargo, current economic uncertainty can be affected on trade policy and rates and their subsequent effects through the markets.
“We started the year with Vry Low levels at rates,” said Samana. “Rates at the end of this will be higher, and they will be completely higher, and that is simply not good for markets.
Correction: Applovin said it would sell his mobile gaming company to Tripledot Studios. An earlier version has incorrectly given up the move.
