Six advertisers and agency executives told The Information they have moved ad dollars to Meta after deciding their budgets were not delivering results on Google, AdExchanger reported. AdExchanger wrote that the company's stock dropped more than 10% after its Q3 earnings call last month, mostly because of a slowdown in search advertising growth that it attributed to Google's own AI Mode. Nicholas Verity, CEO of B2B lead gen company Cleverly, told The Information, "I want to give Google more money," but said too few people were seeing or clicking his ads on a $2,000-a-day budget. Google is partnering with Hightouch to give advertisers better access to customer data, according to a person familiar with the partnership cited by The Information.
AdExchanger also noted that ad formats inside AI search and chatbots are multiplying, though it said available inventory is still limited. ChatGPT's "visual ads," shown while a user waits for a generated image, are starting to appear, Search Engine Land reports. Google's multi-turn ads for AI Mode, which surface sponsored results as users ask follow-up questions, are appearing too, according to Search Engine Roundtable, and AI Mode ads are now available in more than 10 global markets.
Bing Ads has begun showing ads atop responses in Bing AI Mode (formerly Copilot Search) and in AI Overviews, and Yahoo's ad-supported agentic search chatbot, Yahoo Scout, has come out of beta. Separately, Adweek reports that OpenAI has a self-serve Business Hub in beta that lets brands manage their information and see analytics on how people engage with them in ChatGPT.