EVENT

GOOGL/AMZN/META: How much can gen AI ad creative improve ad revenue growth?

Date and Time
June 25, 2025 — 11am ET
Location
Virtual

New Street Research US Internet analyst, Dan Salmon, will host a call to review the team's bottom-up work on the impact of generative AI ad creative on ad revenue growth for META, GOOGL and AMZN.

The call will be a great opportunity to address some of the top investor questions of late, including:

1) Why are gen AI ad creative tools the most important near-term driver of return on AI investment for META today? What’s the impact on ad revenue growth?

2) How much are these types of tools impacting ad revenue growth for GOOGL and AMZN?

3) How many advertisers are using gen AI ad creative tools today? How quickly is adoption expected to grow through the rest of the decade?

4) How much are gen AI ad creative tools improving advertiser conversions and ROAS?

5) What specific tools does each platform offer, including TikTok, PINS, SNAP and RDDT?