Digital Digest

Marketing Intelligence Weekly

Weekly updates on the digital marketing news you need to know, including data reform, AI, cookie deprecation and platform updates.

Google Search Console Reveals Hidden AI Mode Queries
AI in digital Platforms

Google Search Console Reveals Hidden AI Mode Queries

  • Google Search Console’s main Performance report includes query data generated through AI Mode and AI Overviews, even though its dedicated generative AI reports don’t show individual queries.
  • Marketers may be able to identify AI Mode activity by spotting unusual conversational queries such as “yes”, “yes go on” and “yes, pricing”, alongside longer, more conversational searches.
  • Google’s John Mueller confirmed that Search Console includes AI Mode and AI Overview activity in the general Performance report, rather than separating it into its own query dataset.
  • Importantly, every follow-up question someone asks within AI Mode is treated as a new query, with its own impressions, position and click data. That gives SEOs another potential signal for understanding how users interact with brands and content through AI-powered search.
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Google Ads bidding changes land August 17
Help desk Platforms

Google Ads bidding changes land August 17

  • From 17 August 2026, Google Ads will change how budget-limited campaigns using Target CPA and Target ROAS optimise, aiming to deliver more consistently towards the targets advertisers actually set.
  • Campaigns currently outperforming their targets could see efficiency decline. For example, a campaign with a $10 Target CPA currently achieving $5 CPA may begin delivering closer to $10 unless its target is updated.
  • Marketers should review affected “Limited by budget” campaigns before 17 August, particularly those outperforming their targets. Google will not automatically adjust targets or budgets on advertisers’ behalf.
  • Google’s Bid Target Adjustment Tool is available from 6 July, allowing advertisers to compare targets against recent performance and quickly adjust them to maintain current efficiency or align with business goals.
  • The upside is more predictable scaling. After the change, Google says advertisers should be able to increase budgets on affected campaigns while maintaining performance closer to their stated CPA or ROAS targets.
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Cloudflare gives marketers AEO visibility dashboard
AI in digital Platforms

Cloudflare gives marketers AEO visibility dashboard

  • Cloudflare has launched its AEO Visibility Dashboard, giving brands visibility into whether AI assistants are recommending, mentioning or citing them.
  • The dashboard uses Cloudflare’s network-level data, including real AI crawl activity and referral signals across millions of sites, alongside testing AI responses. Cloudflare argues this provides deeper insight than tools that rely primarily on sending sample prompts to AI assistants.
  • Marketers get four key AEO metrics: Citation Rate shows which AI platforms use the brand as a source, Mention Rate tracks whether the brand appears without being cited, Prominence measures how strongly and where it features in answers, and Share of Voice benchmarks visibility against competitors.
  • The metrics could help marketers diagnose why their AI visibility is weak before investing in content. For example, Cloudflare says, “A brand that gets mentioned but not cited has an authority problem, not an awareness problem”, potentially pointing marketers towards a very different optimisation strategy.
  • Cloudflare sees AI recommendations as the new battleground for discoverability. As Chief Strategy Officer Stephanie Cohen puts it, “Being discoverable used to mean ranking on a page. That’s not enough anymore.” The dashboard is available in early access, alongside Cloudflare’s Agent Readiness tool, which checks whether AI systems can access and understand a brand’s site.
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Microsoft Clarity Sharpens AI Visibility With Brand Query Insights
AI in digital Platforms

Microsoft Clarity Sharpens AI Visibility With Brand Query Insights

  • Microsoft Clarity now separates branded and non-branded queries across its AI Citations dashboard and AI reports, helping marketers see whether AI systems are finding their content through direct brand searches or broader topic discovery.
  • Share of Authority can now be analysed by query type, giving marketers a clearer picture of where their brand has authority compared with more generic, category-level queries.
  • New filters make AI visibility easier to diagnose, allowing teams to compare performance for branded versus non-branded queries and identify where discovery and consideration opportunities exist.
  • The update makes citation analysis more actionable, helping marketers distinguish existing brand strength from organic AI discovery and interpret changes in AI citation performance with greater confidence.
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ChatGPT 5.6 Is Getting Smarter About Sources
AI in digital Platforms

ChatGPT 5.6 Is Getting Smarter About Sources

  • ChatGPT 5.6 is using domain-specific searches far more aggressively. The site: operator appeared in around 43% of analysed query fan-outs, compared with just 0.004% in ChatGPT 5.5, suggesting a major shift towards deliberately selecting sources.
  • First-party brand websites are the big winners. 84% of domains targeted with the site: operator were branded domains, indicating ChatGPT often goes directly to the company or product website when looking for relevant information.
  • Reddit dominates when ChatGPT wants external perspectives. Of the non-branded domains targeted, 71% were Reddit, rising to 93% within the Social & Forums category. Trustpilot similarly captured 54% of Review & Comparison mentions.
  • ChatGPT appears to match its search depth to user intent. Root-domain searches most commonly appear alongside terms like “review”, “official”, “service” and “comparison”, while searches targeting specific URL paths are more strongly associated with product-specific queries and pricing information.
  • For marketers, owned content and third-party reputation both matter. The findings suggest AI visibility increasingly depends on having authoritative first-party information alongside credible external validation from sources such as communities and review platforms.
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AI Is Reshaping the B2B Buying Journey
AI in digital Marketing by numbers

AI Is Reshaping the B2B Buying Journey

  • AI is already a major B2B research channel. 66% of AI-using professionals regularly use it to research vendors and solutions, while 92% say AI has shaped their vendor shortlist.
  • AI visibility can directly influence pipeline and revenue. 97% say AI has helped them discover new vendors, while 83% say it has influenced their final vendor decision.
  • Use-case relevance beats brand recognition. 53% notice vendors that closely match their specific needs, while just 7% say brand recognition makes a vendor stand out in AI responses, creating an opportunity for smaller brands.
  • AI recommendations still need validation. While 75% trust AI vendor recommendations, buyers typically follow up through vendor websites, Google, competitor comparisons and review platforms, meaning strong AI and traditional search visibility need to work together.
  • Marketers should expect AI's influence to keep growing. 89% expect to rely more on AI for work-related decisions, making visibility across tools such as ChatGPT and Gemini an increasingly important part of B2B marketing strategy.
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State of Search Q2 2026: AI Grows, Search Holds Strong
AI in digital Platforms

State of Search Q2 2026: AI Grows, Search Holds Strong

  • Traditional search continues to dominate. Despite steady AI adoption throughout Q2, desktop search remained resilient across the US, EU and UK, showing AI is complementing rather than replacing traditional search.
  • The AI race is heating up. ChatGPT maintained its lead, while Gemini and Claude continued gaining ground. Google AI Mode also expanded, with adoption accelerating in the EU and UK and stabilising in the US.
  • Search behaviour is becoming more sophisticated. Users are making more informational and commercial searches, fewer navigational queries, and increasingly using longer, more detailed prompts.
  • Digital ecosystems are becoming more interconnected. Google kept more users within its own ecosystem after search, while AI assistants increasingly referred users between platforms. User journeys across search, AI, e-commerce and content continue to diversify without significantly disrupting market leaders.
  • Engagement is becoming just as important as reach. Growth across leading platforms was driven not only by attracting more users but also by deeper engagement from existing audiences, highlighting the need to measure both audience size and user behaviour.
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AI Search Visitors Are More Likely to Buy
AI in digital Marketing by numbers

AI Search Visitors Are More Likely to Buy

  • HubSpot analysed nearly 300,000 businesses and found organic website traffic is declining as buyers increasingly use AI tools like ChatGPT, Claude and Gemini to research products before visiting websites.
  • A survey of more than 3,000 CRM purchase decision-makers found AI search was the strongest predictor of purchase intent. Buyers who used AI search during evaluation were 36% more likely to purchase than those who didn't.
  • HubSpot says businesses actively investing in Answer Engine Optimisation (AEO) are seeing stronger results, including 20% more AI-referred traffic, 170% more marketing qualified leads and 82% more deals than comparable businesses not optimising for AI search.
  • The article argues AEO goes beyond traditional SEO because AI platforms draw on social media, reviews, third-party websites and owned content when deciding which brands to recommend. Marketers need to understand where they're being cited and where they're missing visibility.
  • The key takeaway is that buyer behaviour has already shifted. Brands that adapt their marketing for AI discovery now are more likely to be surfaced during the research phase, while those that don't risk becoming less visible as AI search adoption grows.
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1,500 ChatGPT Prompts Reveal SEO Patterns
AI in digital Marketing by numbers Platforms

1,500 ChatGPT Prompts Reveal SEO Patterns

  • A study analysing 1,500 ChatGPT prompts found the model is more selective with web searches than many assume, averaging 4.29 search queries when search is triggered rather than exploring a huge search tree.
  • Brand-owned websites and retailer pages dominated citations, making up 59.3% of cited sources. Around 76.7% of searches reportedly used the site: operator to retrieve information directly from brand websites, reinforcing the value of accurate, comprehensive owned content.
  • ChatGPT responses averaged 433 words (3,161 characters), suggesting the model consistently expands beyond direct answers by adding context, caveats and supporting information.
  • Citations were heavily concentrated across a relatively small group of domains. The top 10 domains accounted for 30.5% of all citation appearances, while the top 50 represented 52.5%, indicating AI recommendations tend to converge on a limited set of trusted sources rather than constantly discovering new ones.
  • The findings suggest brands looking to improve visibility in ChatGPT should prioritise strong, authoritative content on their own websites and track which prompts are most likely to surface their content, rather than focusing solely on traditional search rankings.
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Google Topical Authority Doesn’t Guarantee AI Visibility
AI in digital

Google Topical Authority Doesn’t Guarantee AI Visibility

  • Organic Labs analysed 134 B2B software categories and found that Google topical authority only carried across to AI search in 35.1% of cases. In 35.8% of categories, AI models either ranked the topical authority brand much lower than Google or didn't mention it at all.
  • The correlation between Google rankings and AI rankings was weak and not statistically significant. On average, AI ranked Google's topical authority leaders 3.65 positions lower, suggesting AI values overall brand familiarity more than content depth alone.
  • Perplexity was the AI model most closely aligned with Google's rankings, while Gemini diverged the most. ChatGPT and Gemini showed almost no correlation with Google's topical authority signals, reinforcing that each AI platform behaves differently.
  • Well-known brands like Adobe, Zoom, HubSpot and LastPass consistently outperformed their Google rankings in AI results, while niche SaaS brands with strong SEO but limited brand recognition were often overlooked. The study suggests AI rewards brands with broad web presence, reviews, press coverage and industry mentions.
  • The key takeaway for marketers is that content-led SEO remains valuable but isn't enough for AI search. Building brand awareness through PR, third-party reviews, community engagement and broader online visibility is becoming just as important as owning a topic in Google.
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Google Ads Adds Product and Non-Product Click Metrics
Platforms

Google Ads Adds Product and Non-Product Click Metrics

  • Google Ads has introduced two new reporting metrics, Product clicks and Non-product clicks, giving advertisers a clearer view of how users interact with Shopping and Performance Max ads. Product clicks track clicks on individual products, while non-product clicks capture clicks on elements like headlines, store names and CTA buttons.
  • The update helps advertisers distinguish between shoppers with direct product intent and users who are engaging with the brand more broadly. This makes it easier to understand whether products are driving immediate purchase interest or supporting upper-funnel discovery.
  • One important nuance is that a non-product click is attributed to every product shown in the ad, meaning these numbers can appear higher than expected when multiple products are displayed together. Advertisers should interpret this metric carefully.
  • The new metrics build on Google's expanded product reporting, which now includes Performance Max across all networks, plus Video, App and Demand Gen campaigns. Retailers can use the richer reporting to better evaluate product-level performance and optimise campaign strategy.
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Google Boosts OKF With AI Trust Signals
AI in digital Platforms

Google Boosts OKF With AI Trust Signals

  • Google has released Open Knowledge Format (OKF) v0.2, an open standard for packaging structured business knowledge so AI agents can reliably understand and use it, adding optional trust signals that help AI agents judge whether knowledge is reliable before using it. The update focuses on five areas: provenance, trust, freshness, lifecycle and attestation.
  • New metadata fields let developers record where information came from, who generated it, who verified it, and whether it's still current, making it easier for AI systems to prioritise trusted, human-reviewed knowledge over unverified content.
  • A new Attested Computation concept allows AI-generated metrics to be checked against approved calculations. This helps ensure reported figures are produced using sanctioned methods rather than AI-generated SQL or improvised logic.
  • Google has also updated its reference tools and sample bundles to support the new trust features, while keeping OKF v0.2 backwards compatible so existing v0.1 bundles continue to work unchanged.
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The AI Mention Effect: AI Visibility Drives Real Website Traffic
AI in digital Marketing by numbers Platforms

The AI Mention Effect: AI Visibility Drives Real Website Traffic

  • AI brand mentions lead to more website visits. Profound's analysis of more than 2 million AI conversations found that when an AI assistant introduces a brand, users are 1.5 to 2.5 times more likely to visit that brand's website over the following seven days compared with their expected baseline behaviour.
  • Not all AI platforms deliver the same impact. Gemini generated the strongest relative uplift, Google AI Overviews drove the largest overall traffic volume, while ChatGPT produced the most consistent uplift across industries. The effect also varied by sector, suggesting marketers should prioritise platforms based on where their category performs best.
  • Most AI influence happens after the initial interaction. While 20.5% of visits occurred within an hour and 42% within 24 hours, most brand visits happened after the first day. This suggests AI acts more like a brand awareness channel than a direct click driver.
  • Traditional attribution misses almost all AI-driven traffic. Even after ChatGPT introduced more clickable links in May 2026, only around 2.5% of downstream visits contained trackable AI referral parameters. The research argues that relying on click-through data alone significantly underestimates AI's influence on website traffic.
  • The takeaway for marketers is to measure AI visibility, not just referrals. As AI increasingly shapes brand discovery, the authors recommend tracking brand mentions across AI platforms alongside website behaviour, rather than relying solely on conventional attribution models.
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Yelp Reviews Come to ChatGPT Local Search
AI in digital Platforms

Yelp Reviews Come to ChatGPT Local Search

  • OpenAI has partnered with Yelp to bring Yelp reviews, ratings, photos and business information directly into ChatGPT responses for local search queries. Users will also see Yelp branding and links alongside this content.
  • The deal reflects a broader shift in consumer behaviour, with AI chatbots increasingly becoming the starting point for local discovery instead of traditional search engines. For marketers, this makes third-party review platforms even more important for AI visibility.
  • Yelp's "Request a Quote" feature will soon be integrated into ChatGPT, allowing users to contact local service providers without leaving the chat. This could create a new lead generation channel for businesses that rely on local enquiries.
  • Yelp sees the partnership as a way to extend the reach of its trusted local content, while OpenAI gains access to a large source of human-generated reviews and business data. The agreement is non-exclusive, leaving Yelp free to license its content to other AI platforms in future.
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Google Clarifies Crawl Budget For Large Sites
Platforms

Google Clarifies Crawl Budget For Large Sites

  • Google has refreshed its crawl budget documentation with clearer guidance, stressing that it only matters for very large sites with millions of pages or sites with tens of thousands of rapidly changing pages. For most websites, keeping XML sitemaps up to date and monitoring indexing in Search Console is enough.
  • One of the biggest updates is that every site starts with the same conservative crawl capacity limit. Google automatically increases that limit over time if it sees demand to crawl more pages and the site remains healthy.
  • Google also clarified that crawl capacity is shared across all of its crawlers, not just Google Search. That means crawling for products, images and other Google services all draw from the same overall limit.
  • The updated guidance recommends improving crawl efficiency through practical measures like supporting HTTP 304 responses, maintaining server reliability and removing unnecessary crawling barriers, rather than trying to manipulate crawl budget directly.
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ChatGPT Still Leads, But the AI Race Is Tightening
AI in digital Platforms

ChatGPT Still Leads, But the AI Race Is Tightening

  • ChatGPT remains the world's leading AI assistant and became the fastest mobile app to reach one billion monthly active users in May 2026. However, its share of unique AI assistant users fell below 50% for the first time in March, signalling growing competition from rivals.
  • Google's Gemini is gaining ground thanks to deep Android integration, while Anthropic's Claude has emerged as one of the fastest-growing AI assistants across key global markets. The AI landscape is becoming increasingly multi-platform rather than dominated by a single player.
  • AI is becoming a bigger part of online shopping. Retailers integrating AI assistants, including Walmart and Target, are seeing stronger GenAI referral traffic, while AI-powered shopping tools are helping improve product discovery and driving higher conversion rates.
  • AI assistants are also emerging as a new advertising channel. ChatGPT began testing ads in early 2026, with ad impressions increasing sevenfold by May, while more than 200,000 apps now reference AI in their descriptions and AI-related advertising generated over US$1.3 billion in global spend during Q1 2026.
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APAC’s Commerce Playbook Is Going Global
Marketing by numbers

APAC’s Commerce Playbook Is Going Global

  • APAC continues to set the pace for retail innovation, with live shopping, social commerce and quick commerce now mainstream across the region. Brands treating these formats as experimental risk falling behind as they become standard consumer behaviours.
  • Social commerce is already deeply embedded in APAC, with 59% of consumers purchasing through social platforms. This compares with around two-thirds of consumers in North America and Europe who have never shopped via social media, highlighting APAC's lead in commerce innovation.
  • China remains the benchmark, with its live commerce market reaching an estimated US$900 billion in 2025, approaching the scale of the entire US e-commerce market. APAC now accounts for nearly 55% of global e-commerce revenue, reinforcing the region's influence on where retail is heading.
  • “What's happening in Asia isn't a threat to Western retail, it's a preview," said Emilie Darolles, president Western Europe, NIQ. "Live shopping, social commerce and instant delivery aren't 'emerging' channels; in Asia they're simply how people shop, and European consumers are already moving the same way. The brands that lead the next decade will read the East as a roadmap and act on it now, while the opportunity is still wide open."
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Google Unveils Faster, Cheaper Gemini Models
AI in digital Platforms

Google Unveils Faster, Cheaper Gemini Models

  • Google has launched three new Gemini models focused on helping developers build AI agents more efficiently: Gemini 3.6 Flash, Gemini 3.5 Flash-Lite, and Gemini 3.5 Flash Cyber. The update is centred on reducing latency, improving token efficiency and lowering operating costs at scale.
  • Gemini 3.6 Flash is Google's new workhorse model, delivering stronger coding, knowledge work and multimodal performance while using 17% fewer output tokens than Gemini 3.5 Flash. Google says some coding benchmarks show up to 65% fewer output tokens, reducing both inference costs and unnecessary verbosity.
  • Gemini 3.5 Flash-Lite is positioned as Google's fastest and most affordable 3.5-class model, designed for high-volume tasks such as agentic search and document processing. It delivers significantly better quality than previous Flash-Lite models while prioritising throughput and low latency.
  • Google also introduced Gemini 3.5 Flash Cyber, a specialised cybersecurity model integrated with its CodeMender security agent. It's designed to rapidly find, validate and patch software vulnerabilities, giving security teams a lower cost option for large-scale automated code defence. Initial access is limited to trusted partners.
  • Looking ahead, Google confirmed Gemini 3.5 Pro remains in partner testing ahead of a broader release, while development is already underway on Gemini 4, which the company says has entered its largest pre-training run to date.
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EU Forces Google to Open Search and Android AI
Platforms

EU Forces Google to Open Search and Android AI

  • The European Commission has finalised legally binding Digital Markets Act (DMA) measures requiring Google to open Android to rival AI assistants and share Google Search data with competing search engines and AI services.
  • On Android, competing AI assistants will eventually receive the same core system access as Gemini, including voice activation, app automation and access to on-screen content, giving users more freedom to choose their preferred AI assistant.
  • Google Search will also be required to share anonymised search data and performance metrics with eligible competitors, including AI chatbots treated as search services under the new rules. The EU believes this will help reduce Google's dominance in search.
  • Google has strongly opposed the measures, arguing they could weaken privacy, security and protections around proprietary data. The European Commission says the requirements include safeguards and can be refined if privacy risks emerge.
  • The rollout will happen in stages, with Google required to begin sharing Search data by January 2027 and deliver deeper Android AI interoperability by July 2027.
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Google Merchant Center Reveals AI Shopping Visibility
AI in digital Platforms

Google Merchant Center Reveals AI Shopping Visibility

  • Google is rolling out a new AI Performance Insights report in Merchant Center, giving retailers visibility into how their products perform across AI Mode and AI Overviews. It's currently in pilot with selected US accounts and will expand to Australia, Canada, India and New Zealand in the coming months.
  • The report introduces new metrics including share of voice, competitor benchmarks, query frequency and query types, helping brands understand how often they appear in AI-powered shopping experiences compared to competitors.
  • Insights are focused on conversational shopping searches only, making it easier to identify which product terms, shopping journey stages and search behaviours are driving AI visibility.
  • Data can be filtered by product category, time period, country and traffic source, although the report currently only includes organic AI traffic from AI experiences. Paid Ads data is not included.
  • One notable omission is click data. The report focuses on impressions and visibility metrics, with no click reporting mentioned in the current pilot documentation.
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Microsoft Clarity’s New Tool Reveals AI Content Gaps
AI in digital Platforms

Microsoft Clarity’s New Tool Reveals AI Content Gaps

  • Microsoft has launched Topic Insights in Clarity, a free feature that helps marketers understand how their content influences AI-generated answers, moving beyond simple citation tracking to actionable recommendations.
  • The tool analyses topic-level performance, showing your AI visibility, share of authority, influence on AI responses, competitor citations, and prioritised content opportunities to improve your presence in AI search.
  • Rather than focusing only on keywords, Topic Insights highlights where competitors are winning AI citations and uncovers content gaps, helping marketers create content around emerging AI-driven demand.
  • Reports are generated using user-defined prompts that reflect real AI queries, measuring which domains are cited, how much each source contributes to answers, and patterns across an entire topic. The feature is currently in beta and is intended for directional insights rather than definitive measurement.
  • Topic Insights is available free within Microsoft Clarity's AI Visibility dashboard for eligible websites, continuing Microsoft's push to make AI visibility analytics more accessible than many paid alternatives.
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Study Reveals Where AI Agents Break Down
AI in digital Marketing by numbers

Study Reveals Where AI Agents Break Down

  • Researchers tested AI agents across 100 B2B software websites, completing three buyer tasks, finding pricing/features, integrations, and security/compliance, with each task run five times to measure consistency. The study measured whether agents could answer using the vendor's own website, not third-party sources.
  • Pricing was by far the weakest point. Agents answered from first-party websites only 79% of the time for pricing, compared with 93% for integrations and 92% for security. Pricing also accounted for 77% of all third-party citations, showing agents frequently leave vendor sites when looking for commercial information.
  • Publishing prices isn't enough. Even when vendors displayed public pricing, AI agents still cited third-party sources in 18% of runs. When pricing wasn't disclosed, 45% of runs included at least one third-party citation, highlighting that machine readability matters as much as transparency.
  • The study identified three causes of failure: pricing opacity, poor machine readability (such as JavaScript, calculators, PDFs and complex tables), and access friction. While access errors occurred in just 7% of runs, they dramatically increased third-party fallback from 17% to 77%.
  • Sites that created friction also made AI agents work much harder. The most difficult websites required 4.4x higher processing cost, 4.7x more tokens and 2x longer completion times than the easiest sites, increasing the likelihood that agents would source answers elsewhere.
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Apple Maps Ads Get Closer to Launch
Platforms

Apple Maps Ads Get Closer to Launch

  • Apple has published official advertising guidelines for Apple Maps, signalling the platform's ad rollout is getting closer, even though the service has not officially launched yet. The initial rollout is expected in the US and Canada.
  • Unlike Google Maps, Apple is restricting ads to businesses with a physical location. Entire categories such as home services, including plumbers, electricians, locksmiths, HVAC, pest control and roofers, will not be eligible to advertise.
  • Apple has also banned several other categories from Maps ads, including alcohol, dating services, gambling, cryptocurrency ATMs, medical services, religion, bail bonds, and contests or sweepstakes.
  • Advertisers will be able to target campaigns by factors such as location, time and day, with ads appearing during business searches in Apple Maps. Brands can start or stop campaigns at any time without a long-term commitment.
  • For marketers, Apple Maps is shaping up as a more tightly controlled local advertising channel than Google Maps, favouring bricks-and-mortar businesses and stricter brand safety policies over broader local services advertising.
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Can ChatGPT Ads Really Hit $100 Billion?
AI in digital Platforms

Can ChatGPT Ads Really Hit $100 Billion?

  • OpenAI's ambition to generate $100 billion in ChatGPT ad revenue by 2030 looks increasingly optimistic, with Emarketer forecasting the entire US standalone chatbot ad market will reach just $5.41 billion by then.
  • OpenAI reportedly expects ChatGPT ads to generate $2.5 billion this year, but Emarketer estimates the full US chatbot ad market will be worth less than $1 billion in 2026, highlighting a significant gap between internal targets and external forecasts.
  • Emarketer's forecast includes platforms such as ChatGPT, Microsoft Copilot, Google AI Mode and Amazon Alexa for Shopping, suggesting OpenAI's revenue goal exceeds the projected size of the entire market it competes in.
  • The report suggests OpenAI's projections rely on several big assumptions, including capturing a large share of search advertising budgets, dominating the chatbot ad market and outperforming previous digital ad formats at an unprecedented scale.
  • For marketers, the takeaway is that AI chatbot advertising is growing but remains an emerging channel, with the long-term commercial opportunity still far from proven despite the industry's enthusiasm.
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Google’s Social Search Play Signals a Bigger Web Shift
Platforms

Google’s Social Search Play Signals a Bigger Web Shift

  • Google is rolling out Platform Properties in Search Console, allowing brands and creators to connect Instagram, TikTok, X and YouTube accounts to track how their social posts perform in Google Search, including clicks, impressions and the search queries driving traffic.
  • The update signals Google is preparing for a future where websites are no longer the centre of online discovery. Brands can now measure search performance for social profiles directly, while Google gains richer insight into search intent and verified brand-platform relationships.
  • The move reflects changing consumer behaviour, with younger audiences increasingly using social platforms as search engines. Google is responding by expanding social content across Search, Discover and AI Overviews, making social content a more prominent part of the search experience.
  • The bigger takeaway for marketers is that discovery is becoming fragmented across search, AI and social, while engagement and transactions are consolidating inside large platform ecosystems. Measurement and attribution across these channels will become increasingly important.
  • Our advice: once Platform Properties becomes available in your Search Console account, connect your social profiles early. The data will provide a clearer view of how Google Search drives discovery of your social content and help inform future content strategy.
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ChatGPT Ads Roll Out Campaign Updates
AI in digital Platforms

ChatGPT Ads Roll Out Campaign Updates

  • OpenAI has announced a suite of ChatGPT Ads updates, including a new Overview dashboard, Suggested Ad Drafts, refreshed ad formats and expanded availability in Japan and South Korea.
  • The new Overview tab gives advertisers a snapshot of account health, recommended optimisation tasks and key performance trends through a larger, more flexible reporting chart.
  • Suggested Ad Drafts can now automatically prefill a new ad using existing website metadata, including an image, title and description. OpenAI notes this feature does not generate new copy or creative with AI.
  • OpenAI is also rolling out a refreshed static ad card across web and mobile, featuring a more compact layout with larger visual elements designed to improve readability.
  • For marketers, the updates signal that ChatGPT Ads is maturing quickly, with more campaign management tools, audience controls and ongoing experimentation with new ad experiences.
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AI Overviews Are Reshaping Commercial Search
AI in digital Platforms

AI Overviews Are Reshaping Commercial Search

  • Google's AI Overviews are moving well beyond informational searches, with commercial-intent queries triggering them 71% more often over the past six months. At the same time, transactional searches saw a slight 5% decline, suggesting Google is focusing AI on the research phase rather than the purchase stage.
  • AI Overviews and Google Ads now appear together around twice as often as they did a year ago, signalling that Google is blending AI-generated answers with paid placements instead of replacing ads altogether.
  • Finance recorded the biggest increase in commercial AI Overviews, up 231% in six months, followed by Computers & Electronics and Games. Industries with longer buying journeys appear to be seeing the biggest shift.
  • High-value keywords are increasingly attracting AI Overviews. Across most industries, keywords that triggered AI Overviews also had a higher average CPC, meaning brands are now competing for visibility in paid ads, organic rankings and AI citations on the same search results page.
  • For marketers, tracking where AI Overviews appear is becoming just as important as monitoring rankings. The opportunity is no longer just to rank first, but to be cited within Google's AI-generated answers while balancing paid search investment.
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GPT-Live Makes ChatGPT Voice Feel More Human
AI in digital Platforms

GPT-Live Makes ChatGPT Voice Feel More Human

  • OpenAI has launched GPT-Live, a new generation of voice models that power ChatGPT Voice with full-duplex conversations. That means it can listen and speak at the same time, making interactions feel far more natural and reducing awkward interruptions.
  • GPT-Live is OpenAI's smartest voice model yet. When a request needs web search or deeper reasoning, it hands the task to GPT-5.5 in the background while keeping the conversation flowing, instead of making users wait in silence.
  • The new experience includes better turn-taking, live translation, improved listening in noisy environments, and the ability to display visual cards for topics like weather, stocks and sport during voice chats.
  • GPT-Live is rolling out globally across iOS, Android and ChatGPT.com. Paid users get GPT-Live-1, while Free users receive GPT-Live-1 mini. Video and screen sharing are not yet supported in GPT-Live but are planned for a future update.
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Google Adds AI Labels to Improve Ad Transparency
AI in digital Platforms

Google Adds AI Labels to Improve Ad Transparency

  • Google is rolling out a new "How this ad was made" section in My Ad Centre, giving users a clear way to see whether an ad was created or edited using generative AI. The feature will be available globally across Search, YouTube and Discover.
  • Ads created with Google's own generative AI tools will be automatically labelled, reducing the workload for advertisers and ensuring consistent AI disclosures.
  • Advertisers using third-party AI tools can now manually indicate that generative AI was used. Depending on local regulations, AI labels may also appear directly on the ad itself.
  • The update builds on Google's broader AI transparency efforts, including SynthID watermarking for AI-generated content and existing disclosure requirements for synthetic or digitally altered election ads.
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Cloudflare’s New AI Bot Rules Could Accidentally Block Googlebot
AI in digital Platforms

Cloudflare’s New AI Bot Rules Could Accidentally Block Googlebot

  • Cloudflare has rolled out new AI crawler controls that classify bots by Search, Agent and Training behaviour, giving all customers, including free users, more granular control over AI traffic.
  • From 15 September, Cloudflare will apply its "strictest rule" to multi-purpose crawlers. That means if you block Training crawlers, bots like Googlebot, Bingbot and Applebot, which are used for both search indexing and AI training, could also be blocked.
  • Website owners using Cloudflare should review their AI crawler settings before the deadline to avoid unintentionally impacting search visibility. Cloudflare says users can opt out of the new defaults through their dashboard.
  • The change also ramps up pressure on AI companies to separate crawlers by purpose, allowing publishers to independently decide whether to allow search indexing, AI agents or AI training, rather than treating them as a single category.
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