This week
FYI: we're adjusting the ranges on this data - we're gonna do Sunday to Sunday from now on, to maintain consistency even if we have holidays during the week.
The data clearly demonstrates the concept of Q5, in case you thought this wasn't real. CPMs and CACs tank while ROAS skyrockets, the ideal scenario for cheap new customer acquisition.
But we can tell advertisers aren't taking advantage: wallet share drifted away from everything but Meta in the same time period. I wouldn't call this an intentional shift - it's just the end of the holidays, and most advertisers are turning off their spend, and the emerging platforms with smaller shares get their spend cut first.
As we settle into the new year, we'll see budget shares creep back up for Axon, TikTok, YouTube, etc. Now, on to the good stuff.