
Tariffs hit META near-term: agencies cut Q2 spend; China e-comm US ads -30% Q2, -50-75% in H2.
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We're starting to release preview reports today. For our META 1Q25 preview research, we interviewed over 20 experts, including advertising agencies, advertisers, product specialists, and competitors.
Our goal is to understand how the highly complex macroeconomic environment is affecting major tech companies, particularly the advertising industry on the front lines.
The META preview report is extensive, so we're dividing it into four parts: Agency interviews summary, tariff impact and SHEIN/TEMU response strategies, key product developments including recommendation algorithm progress, and model update.
For the agency research summary, we conducted 9 interviews spanning three months for comparison.
In our tariff impact and SHEIN/TEMU analysis, we examined 6 e-commerce cases related to Chinese supply chains, including cost implications, pricing strategies, GMV expectations, and tariff perspectives.
This report is available to subscribers. Sign in or subscribe to read the full analysis.