2025

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Digital ad spending is surging – retail media leads the charge in 2025

Nowadays global digital advertising is on track to cross $750 billion, and nowhere is the growth more pronounced than in retail media, which is expected to claim more than one-fifth of all digital ad spend. As brands shift to performance-driven channels, retail media is reshaping the ad ecosystem worldwide. Digital advertising is continuing its steady ascent. Forecasts suggest that in 2025, digital ad spending will exceed $750 billion, accounting for over 75% of total media ad spending. The shift toward digital is no longer incremental; it’s now foundational to marketing strategies across industries. At the center of this growth is retail media, where advertisers are increasingly allocating budgets inside retailer-owned channels. According to eMarketer, global retail media ad spending is projected at $169 billion in 2025, up 15.6 % year-over-year. More conservatively, some forecasts pin 2025 retail media spend closer to $165.9 billion, driven by continued double-digit growth. Retail media’s growth is not just about raw numbers, its share of total digital ad budgets is expanding. eMarketer expects retail media will represent 21.9% of all digital ad spending in 2025.  Retail media is evolving rapidly. One notable trend is the rapid expansion of off-site retail media, which eMarketer forecasts will grow 42.1% in 2025, nearly three times faster than on-site spend. Connected TV (CTV) retail media is also gaining traction: eMarketer expects a 43.1% increase in retail CTV spending in 2025. In the U.S., retail media ad spend is expected to exceed $62 billion, adding over $10 billion from the prior year.  Retail media’s expansion is heavily driven by structural advantages: access to first-party shopper data, closed-loop attribution, and inherent proximity to purchase behavior. As a result, advertisers see retail media as one of the fastest-growing and more measurable channels available.  Yet, this rising tide is not without complexity. Growth rates for retail media are beginning to decelerate. eMarketer’s Retail Media Forecast Update H1 2025 warns of slowing year-over-year gains, even as retail media’s slice of the digital pie grows. Fragmentation is also a persistent challenge: each retailer often operates its own systems, making scaling and measurement across networks more difficult.  Another structural issue is geographical concentration. China and the U.S. are forecasted to account for around 80.9% of retail media ad spend in 2025. Outside these giants, markets in the U.K., Germany, Canada, and select Asian and Latin American regions are seeing faster relative growth, though from a smaller base. Major platforms also dominate the landscape: Amazon continues to lead in many markets, but other retail media networks (RMNs) are gaining an increasing share outside of the U.S.  Looking ahead, forecasts paint a bold trajectory. Retail media is expected to grow at a compound annual growth rate (CAGR) of 17.2% between 2024 and 2028 (per eMarketer), and some estimates push global retail media spend to $179.5 billion in 2025, making up 23% of total digital ad spend. By 2029, some project retail media could exceed $368 billion, with non-retail entities entering the fray.  The rise of retail media presents a strategic pivot point. Brands must navigate channel fragmentation, develop cross-RMN measurement frameworks, and optimize for both on-site and off-site placements. For retailers, the incentive lies in monetizing their audiences and building value beyond pure commerce. As traditional display and search channels face saturation, retail media’s expansion shows how ad dollars continue to chase performance, data, and proximity to purchase. In 2025, the digital ad landscape is not just growing, it’s realigning. Retail media is no longer a niche investment; it is now a core battlefield in the war for attention and consumer spend.

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V-Appstore expanded to 16 more countries: How to rethink OEM geo priorities

Vivo quietly widened the reach of its Android storefront this summer: V-Appstore expanded to 16 additional countries/regions on June 19, 2025. For growth teams, that’s not a footnote it shifts where on-device/OEM budgets can scale with store-level intent and native featuring. When an OEM store grows, it doesn’t just add inventory; it concentrates high-intent discovery (browse, search, and editorial featuring) inside a closed loop that converts faster than generic in-app display. With V-Appstore now live in more markets and with a free “V-Star” featuring program and standard AppsFlyer integration, early movers can capture cheaper installs and stronger D1/D7 before auctions crowd in. What changed and why It matters for UA The official developer communications confirm the June expansion, positioning V-Appstore as a parallel distribution rail on vivo devices worldwide. Practically, this means more store-adjacent placements where users are already in “install mode,” plus new chances to stack paid bursts with editorial featuring to compound rank and retention. For teams that buy to value (CPE/CPO, D7 ROAS) instead of CPI alone, OEM stores tend to deliver cleaner first sessions because the path from ad → store → install → open is short, consistent, and expectation-matched. Where to point budgets first Prioritize India and big SEA markets where vivo’s footprint is strongest and Android growth remains healthy. Recent market reads show India rebounding in Q2’25, with multiple trackers noting vivo at or near the top of brand share; that mix supports value-based bidding on store inventory. In Southeast Asia (Indonesia, Vietnam, Thailand, Philippines, Malaysia), vivo maintains meaningful share and user familiarity with OEM stores, fertile ground for store browse/search and featuring. If you buy LATAM or EMEA, phase in country-by-country pilots where Android price bands are dominant and vivo penetration is material, then scale only where D7 ROAS holds. How to adapt your OEM Playbook Treat V-Appstore product pages like conversion-optimized landers: localize title and short description, lead with outcome-first screenshots, and keep a 6–10-second looped demo aligned to your ad promise. Submit to V-Star to line up free featuring, then time your paid bursts to the featuring window to stack ranking signals. Configure vivo Ads as an integrated partner in AppsFlyer so paid, featured, and organic store flows attribute cleanly; pass post-install events (onboarding complete, first purchase) to benchmark D1/D7 against your in-app baseline. Keep deep links set to “resume task” so first opens land on the exact action you advertised: scan, book, play, top-up, which is the strongest leading indicator for retention in store-adjacent channels. Measurement and Guardrails In new V-Appstore geos, prove incrementality before full rollout: run geo holdouts versus your incumbent in-app mix and compare incremental new users and incremental ARPU rather than last-touch. Expect lower variance in cost per engaged open versus broad display when you stay inside store browse/search. As you scale, track uninstall rate alongside D1/D7: OEM store paths usually reduce “what is this?” opens, but you should demote markets or surfaces that lift CPI without improving stickiness. (AppsFlyer’s standard partner setup for vivo Ads covers view-through windows and postback mapping; use it to keep cohorts clean.) Bottom line The 16-country V-Appstore expansion makes OEM stores a first-class lane for Android growth, not a side experiment. Lead with India and major SEA, buy to CPE/CPO or D7 ROAS, stack V-Star featuring with paid bursts, and measure incrementality, you’ll capture store-level intent while the channel is still underpriced. Teams that reweight their geo plan now will bank both cheaper installs and better retention curves as OEM distribution becomes a larger slice of Android UA.

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