AI-driven Ad EfficiencyAnalyst highlights that proprietary first-party data combined with AI-enhanced ad models can improve targeting and ad efficiency, enabling advertisers to get better returns and potentially increase spending on the platform.
Creative Tools And New Ad FormatsAnalyst notes that generative AI video creation and the new Discovery campaign reduce creative friction and expand incremental reach, which could boost conversion rates and advertiser demand.
E-commerce Self-serve ExpansionAnalyst points to accelerating e-commerce advertising adoption with deeper Shopify integration and a growing merchant base, suggesting scalable revenue upside as self-service tools broaden advertiser access.