Microsoft Ad Revenue Jumps 21% in Q2 2025, Surpasses Google as AI and Bing Copilot Drive Growth

21%

Microsoft’s ad revenue grew 21% YoY in Q2 2025, outpacing Google’s 10.4% growth, fueled by AI-powered search improvements, Copilot integration in Bing, and rising Edge browser usage. AI enhancements boosted click quality and targeting, making Microsoft’s ad platform more appealing to performance-driven marketers. Edge’s steady user growth is expanding Bing's query volume, helping Microsoft build a strong advertising engine powered by first-party data from Windows, Office, and LinkedIn.

2%

Adidas expects a $230M tariff impact in H2 2025 but is maintaining its full-year outlook, forecasting 10%+ growth excluding Yeezy and 8%+ including it. In Q2, revenue rose 2% to €6B, with 12% growth excluding Yeezy on a currency-neutral basis. Footwear saw a 9% rise in sales, while apparel jumped by 17% and accessories experienced a 7% growth. To offset rising costs, Adidas plans higher-priced product drops, local market investments, and a major Superstar shoe relaunch.

25%

According to a survey of 2,000 Americans, 37% prioritize holiday gifting over managing credit card debt, while 25% plan to use Buy Now, Pay Later (BNPL) services, especially Gen Z (20%) and millennials (19%). Nearly 47% of consumers will shop mostly on Amazon, and 32% at big-box retailers, while only 18% plan to support small businesses. Despite rising costs, 50% of shoppers say they’ll avoid retailers who raise prices, double the rate from 2024. To afford gifts, 82% of respondents will cut back on essentials like groceries.

14%

A YouGov survey shows 43% of Americans are aware of AI shopping assistants, but only 14% have used them, most commonly Gen Z (24%) and millennials (17%). While 67% of potential users want AI to find the best prices, trust remains low, with 41% expressing distrust and 54% saying they don’t see the need. Still, big players like Google, Amazon, and Walmart are pushing forward, as 56% of retail companies have increased generative AI investments this year.

22%

Meta’s Q2 2025 revenue surged 22% year-over-year to $47.52 billion, driven by strong ad performance and increasing adoption of generative AI tools, now used by nearly 2 million advertisers. Ad impressions rose 11% YoY, and daily active users across its apps hit 3.48 billion, up 6%. AI-driven ad suggestions led to a 5% increase in conversions on Instagram and a 3% rise on Facebook. Despite rising expenses projected at $114–$118 billion for the year, Meta remains focused on advancing AI toward personal superintelligence, according to CEO Mark Zuckerberg.

30%

Following Unilever’s shift to an “influencer-first” strategy, creator rates have surged, with micro-influencer fees rising to 30% year-over-year. Between May and July 2025, client spending at influencer agency Billion Dollar Boy rose by 22% compared to the same period last year. At present, 71% of marketers in the U.S. and 52% in the U.K. allocate more than $1 million each year toward creator marketing efforts. Even influencers with 10K–50K followers are now commanding rates similar to those of mega-influencers.

600000

Meta has rolled out new safety features for teens, including enhanced DM protections and stricter messaging filters. In 2025 alone, Meta removed over 600,000 predatory accounts—135,000 of which targeted children with sexualized comments. The platform also deleted 10 million impersonator profiles in H1 2025, as part of a broader effort to protect young users amid rising regulatory pressure and mounting legal scrutiny.