Digital ad spend is holding but leadership is narrowing.

Our latest Q1 update and Q2 forecast breaks down:

- Budgets concentrating into “must-buy” platforms

- AI sustaining performance spend

- Retail media and CTV taking share

This is a dispersion market. The key question is: who captures the next dollar?

Built on daily data and forward budgets, our forecasts give a real-time read on platform trajectories.

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