Meta’s ad revenue surges 26%, outpacing Google’s growth
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Meta reported a 26% surge in advertising revenue, outpacing Google's ad growth and signaling a potential shift in digital advertising power dynamics. The company attributed the acceleration to AI-driven ad targeting and measurement tools that have boosted advertiser demand across its platforms. The outperformance matters because Meta and Google together dominate the digital ad market, and a widening growth gap could redirect advertiser budgets and pressure Google's core search and YouTube businesses. Investors will be watching upcoming earnings from both companies for confirmation of the trend, along with Meta's continued monetization of AI ad products and any response from Google in its ad stack.
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