Landmark gathering gets underway with delegates from over 30 countries
Opening plenary hears that securing Africa’s economic future requires businesses to discover new customers and cross-border opportunities.
TECH PLATFORMS
Earnings: YouTube revenue lagged in Q4 while Amazon forged ahead
By our African Marketing Confederation News Team | 2026
Consumer engagement with YouTube remains strong overall, but conventional in-stream advertising may not provide future growth – report.
The last quarter of 2025 revealed a divergence in financial and ad sales performance across big tech platforms, with Amazon emerging as the clear outperformer against expectations, while YouTube fell notably short.
This is according to a new analysis released by the World Advertising Research Council (WARC).
Image by Rawpixel.com on Freepik
YouTube delivered the most significant underperformance versus WARC’s Q4 2025 benchmark, missing forecasts by 9.3 percentage points. While the result appears disappointing on the surface, there were several compounding factors at play, the researchers emphasise.
“The fourth quarter in 2024 benefited heavily from political advertising spend during the US Presidential Election. This had been factored into WARC’s projection for the quarter, though the degree to which the cooling off occurred was notably more marked.”
According to the report, engagement with YouTube remains strong overall, but conventional in-stream advertising may not provide the future growth engine.
YouTube Shorts – a format developed to counter consumption on TikTok and Instagram – now average more than 200-billion daily views. In several major markets, including the US, revenue per watch hour has overtaken that of traditional in-stream formats.
Shorts still contribute a relatively small share of overall ad revenue; monetisation frameworks for short-form video continue to evolve, meaning rising consumption is not yet translating into proportional revenue growth for YouTube.
Further, new data indicates that approximately a third of YouTube’s total revenue – some US$20-billion – now comes from subscriptions to its YouTube Premium service.
“Converting free ad-tier users to paid consumption without ads could act as a headwind on ad revenue in the medium term, eroding further points for further growth rates,” WARC says.
Mixed fortunes for Google as AI disrupts discovery
Performance within Google’s advertising ecosystem was more mixed. The Google Display Network declined by 1.6% in Q4 2025 and 1.9% during 2025 as whole, in both cases roughly one point behind forecast. This reflected softer pricing and a structural shift in advertiser budgets towards higher-value formats.
“As spend migrates away from the open web, display’s relative contribution to Alphabet’s bottom line continues to stagnate. The company noted that income from AdSense fell, while AdMob (in-app ads) receipts grew, but not enough to stymie overall decline,” WARC states.
AdSense is a free programme for website owners (publishers) to earn money by displaying relevant, targeted ads from Google on their sites, with revenue generated from clicks or views.
Meanwhile, Google Search remains structurally resilient, coming in ahead of forecast during the quarter but roughly par for the full year. Despite intensifying competition from generative AI alternatives, Google’s integration of AI into search experiences appears to be sustaining engagement and query volumes, reinforcing its monetisation advantage.
You can find out more about the report here.
Pre-conference masterclass discusses taking African brands to the world
Participants challenged to identify, articulate and commercialise the cultural assets that make their brand ready for a global audience.
Africa’s first Sports Direct retail store opens its doors in Nairobi
Second outlet planned for Nairobi before year end, with Nigeria, South Africa and Morocco said to be future target markets.
Search is fragmenting – credibility and trust create the new visibility
Online search behaviour has changed significantly with the rise of AI. How can African brands adapt to this new marketing landscape?
The move toward future-ready food packaging where materials meet AI
Researchers propose a framework for packaging that senses, learns and acts – making packaging an active, AI-powered tool against food waste.
Malawi’s marketers urged to put trust at the heart of the profession
Country needs marketers to build recognition and consumer trust around Malawian products and national brand, says Deputy Minister.
Lingerie brand creates street-stopping advertising in Manhattan
Fashion brand suspends giant lingerie high above the city’s streets, using shadows to create a moving billboard for pedestrians and motorists.
We know AI influencers aren’t real – so why do we trust them?
Researchers describe AI influencers as having a ‘dual identity’. Consumers evaluate both ‘person’ and ‘technology’ identities at once.
Why trust has become a critical asset for hotel industry marketers
Reputation and trust, once modest influences on hotel choice, have become some of the strongest predictors of patronage, study finds.
FNB bank’s eBucks programme dominates the 2026 SA loyalty awards
South African brands are increasingly setting the global benchmark for customer loyalty strategies, organisers say.
Zambia’s strongest creative ideas are emerging from local truths
Global influences among younger consumers are still present, but they are being filtered through a distinctly Zambian lens.
