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Ishrath Nawaz: $800 Billion Global Advertising Shift and What It Means for Brands

October 13, 2025

08:01

A quiet reset is underway. Budgets, data, and decision rights are moving fast. Social, retail media, CTV, and programmatic DOOH are soaking up most new spending, while more enterprise advertisers bring media in-house and use AI to run leaner teams. The headline number gets all the attention, but the real story is power: who owns the audience signals, who measures impact, and who earns the right to scale? Ishrath Nawaz has a simple read on it: the money follows the platforms that can prove outcomes and the marketers who can act on them in real time.

For brands, this is not about chasing every shiny channel. It is about adapting your operating model to a world where nine out of ten incremental dollars flow to digital, where retail media and social commerce sit closest to the sale, and where AI removes the manual work between insight and action. Ishrath Nawaz puts it bluntly: if your team cannot connect creative, audience, and inventory in one loop, you will overpay for reach and underperform on results.

Why This Shift Is Compounding: Ishrath Nawaz’s Insights

Three forces are reinforcing each other:

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  • Proof over promises
    Money goes to ads that clearly lead to sales. If an ad makes people buy, it gets more budget.
  • Your own data wins
    Cookies are fading. When customers share their info with you directly, you can reach them better and spend less later.
  • Speed matters
    AI helps small teams work faster. Test, learn, and change weekly instead of waiting months. The faster you improve, the better your results.

Global ad spend is accelerating to about 1.17 trillion dollars this year, with roughly two in five new dollars going to social and close to two-thirds of growth captured by Meta, Alphabet, and Amazon. Retail media remains the fastest-growing digital channel in many forecasts, while CTV and DOOH expand on stronger measurement. By 2029, the digital share of ad revenue is expected to approach 80 percent, which is why first-party data, in-house capability, and AI-led workflows are moving from experiments to standards.

These forces do not just move budget; they reshape teams. Strategy, data, creative, and buying must sit closer together. Ishrath has seen the best outcomes when brands run a hybrid: own the data and decisions, and collaborate with agencies for creativity, craft, and surge capacity.

Where brands should place their next bets

Think fewer, bigger, better, anchored in economics, not vanity metrics.

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Retail media as a core, not a test
If you sell through retailers, treat their networks as always-on performance and brand vehicles. Build creatives specifically for product detail pages, cart interstitials, and store screens. He advises pairing retail media with incrementality tests so you can prove lift beyond natural demand.

CTV that behaves like performance
Streaming inventory is opening to programmatic pipes with stronger audience tools. Design six- and fifteen-second cuts with a visible proof moment and a clear next step that can be searched or scanned. Ishrath measures time to trust, from first exposure to first paid action, as the creative bar.

DOOH with context, not wallpaper.
Programmatic DOOH lets you buy moments based on location, weather, and events, then sync mobile follow-ups. Keep the story three seconds long. Ishrath Nawaz builds a tight set of variants and rotates by context rather than by whim.

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Social commerce and shoppable video
Make content that collapses the distance between story and sale. Use creators who actually use the product, not just pose with it. Tracks first-action rate, which is taps, saves, adds, and assist rate, which is views that later appear in converting paths. If those do not move, he rewrites the first five seconds before touching the budget.

The measurement that matters in 2025

Dashboards are noisy, decisions should not be. Ishrath Nawaz runs a one-page narrative P&L that travels across channels:

  • Hook quality: CTR or thumb-stop rate by opening frame.
  • Framing quality: conversion on first visit without discounts.
  • Value quality: AOV or plan mix shift when the story leads with outcomes.
  • Promise kept: 14 and 30-day repeat, referrals, and review themes.
  • Price power: sales at lower promo dependence.

If discounts do more work than the message, the story changes. Ishrath will not scale what he cannot defend to a CFO.

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How AI actually helps both sides

AI does not replace strategy; it removes friction. It writes the tenth variation, crops the fifteenth format, predicts the next best audience, and surfaces anomalies before humans notice. Ishrath Nawaz uses AI to compress the loop from signal to spend: ingest first-party data, generate creative variants, map to inventory, launch paired tests, and read results against a stable control. Teams then spend time on what humans are good at: insight, taste, and choices with trade-offs. Automation without a clear narrative may lower costs per click, but it won’t drive sustainable growth.

Takeaway

The global ad market is growing, and platforms closest to where people are buying will get most of the new dollars. Brands that own their data, simplify their mix, and measure what matters will ride that wave instead of funding it for others. Ishrath Nawaz calls this the era of creative that counts, stories that win the glance, prove the value, and make the next sale cheaper than the last.

If you remember one rule, make it this: design for the channels where money and measurement converge. Build for that first five seconds, show the receipt, and let the numbers decide what gets louder. That is how it treats the 800 billion dollar shift, not as a headline, but as a chance to change how brands grow. Ishrath Nawaz would say the winners are not the loudest; they are the clearest. And in this market, clarity compounds.