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cover of episode Meta vs. the World: Weathering Tariffs, AI Wars, and a Potential Plan to Upend the Entire Ad Ecosystem | Behind the Numbers

Meta vs. the World: Weathering Tariffs, AI Wars, and a Potential Plan to Upend the Entire Ad Ecosystem | Behind the Numbers

2025/5/12
logo of podcast Behind the Numbers: an EMARKETER Podcast

Behind the Numbers: an EMARKETER Podcast

AI Deep Dive Transcript
People
J
Jasmine Enberg
M
Marcus Johnson
M
Minda Smiley
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Minda Smiley: 我认为Meta可能会受益于关税活动,因为广告商会将广告支出整合到像Meta这样成熟的平台上。在不确定时期,广告商更倾向于选择经过验证的、成熟的平台,这使得Meta能够相对自信地应对关税带来的挑战。 Jasmine Enberg: 我一直认为Meta面临的最大威胁不是中国广告商,而是监管。虽然Meta容易受到来自Timu、Sheehan和其他电商广告商的撤资影响,但其强大的国内和其他国际广告商基础可以抵消部分损失。在经济不确定和波动时期,广告商会转向经过验证的平台,Meta能够抵消部分损失。Meta广告平台的有效性和效率不断提高,使其对广告商更有价值。 Marcus Johnson: 亚洲零售商只占Meta广告收入的一小部分,即使去除这部分收入,Meta仍然有很多剩余。Meta对AI的投资正在帮助其算法和广告平台增长,这可能会抵消许多不确定性。

Deep Dive

Shownotes Transcript

On today’s podcast episode, we discuss Meta’s capacity to weather the tariff climate, how Meta plans to redefine advertising, and what happens if it is forced to sell Instagram and WhatsApp. Join Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Senior Analyst Minda Smiley. Listen everywhere and watch on YouTube and Spotify.

 

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For a transcript of this episode click here: 

https://www.emarketer.com/content/podcast-btn-meta-vs-world-weathering-tariffs-ai-wars-potential-plan-upend-entire-ad-ecosystem)

 

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