Google & Amazon Ad Growth Slows, UK Q4 Hits Record

Google is disrupting its own ad business with AI Overviews, Amazon's Prime Day shake-up is rattling seller budgets, and UK Q4 ad spend is heading for an all-time record. Here's what ecommerce brands need to know now. In this episode: Google's search ad revenue growth has cooled as its aggressive AI Overviews rollout prompts investor concern that AI-generated answers are reducing ad clicks across the entire search business. Amazon Ads revenue growth has decelerated despite approaching $20 billion in quarterly revenue, with changes to Prime Day's timing and format disrupting the predictable ad spend cycles sellers have relied on. UK ad spend is forecast to reach £51.3bn for full-year 2026, with Q4 alone projected at a record £14bn, intensifying auction competition for ecommerce brands heading into peak trading season. The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day. Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us. Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily