January 2026 advertising spend reached $12 billion, flat YoY, but category-level shifts reveal where brands see opportunity and risk. The top six categories accounted for 69% of spend, but rankings changed: Financial Services climbed to third place, overtaking CPG, which dropped to fourth. Gaming surged into the top six for the first time, displacing Food & Dining, with a 42% YoY spend increase.
Health & Wellness spent 12% of total ad dollars in January (vs. 10.5% in other months), reflecting New Year resolution trends. Shopping's share fell from 21% in December to 17% in January, indicating seasonal pullback.
For Gaming, downloads rose only 2% YoY to 21 million, but revenue jumped 5% to $185M, and revenue per download (RPD) improved 8% to $3.14. Health & Fitness RPD grew 6% to $3.39. For ad ops decision-makers, these data points suggest: 1) Invest in Financial Services and Gaming for growth; 2) Monitor CPG and Food & Dining for potential softness; 3) Focus on monetization tactics as acquisition plateaus, leveraging RPD improvements; 4) Capitalize on January's Health & Wellness spike; 5) Plan for Shopping's post-holiday decline.
The overall message: reallocate budgets toward categories with strong RPD growth and consumer engagement trends.
What's notable here is the early signal from Financial Services' ascent to the third-largest January spender, overtaking CPG—a category historically reliant on discretionary spending. This shift suggests brands perceive sustained consumer financial engagement, possibly tied to tax season and resolution-driven financial planning. For UA teams, the implication is a more competitive auction environment for financial app installs, requiring tighter targeting and creative differentiation.
Meanwhile, Gaming's 42% YoY spend growth, paired with an 8% rise in revenue per download, underscores a market pivot from volume-driven acquisition to monetization efficiency. The key implication for monetization strategists: as installation plateaus, optimizing LTV through in-app purchases, subscriptions, and ad formats becomes paramount. The displacement of Food & Dining from the top six further signals caution in categories sensitive to inflation or shifting consumer habits.
For ad ops professionals, these patterns highlight the need for dynamic budget allocation early in the year, as January's reset reveals where brands see opportunity versus risk. The RPD increases across Gaming and Health & Fitness reinforce that sophisticated monetization strategies—not just spend levels—are driving performance in a mature mobile ecosystem.
In 2025, non-game apps surpassed games in revenue, with total in-app spending hitting $167B. APAC publishers drove a $2.58B increase in gaming revenue. Short Drama and AI Assistant categories saw explosive growth, while Blinkit, Shopee, and DeepSeek led their sectors. For ad ops, this signals shifting user attention toward lifestyle, commerce, and AI tools, creating new inventory opportunities beyond gaming.
TikTok for Business is promoting tiered first-30-day ad credit incentives for new self-serve SMB advertisers: spend $100 get $100, $500 get $500, or $1,500 get $1,500 plus 1-to-1 expert onboarding support, with a headline entry offer of 50% off first-month spend up to $200 and matching credits up to $6,000. Credits are applied within 7 days of hitting the highest threshold or after the 30-day accumulation window. Eligibility excludes agency, Business Center, and TikTok Shop accounts, and limits one ad account per new TikTok For Business account. For ad ops teams, these terms dictate budget pacing, account structure, and credit-expiry planning.
Japan's mobile gaming market remains a revenue powerhouse, generating over $10B in IAPs in the past year despite a slight decline. Downloads are down, but engagement is stable, indicating a mature, high-value audience. Gaming ranks third in Japan's digital ad spend, with the ad market at record highs. Ad ops teams should align with major events and new releases for monetization spikes, balance casual puzzle UAC for volume with strategy/RPG for LTV, and consider cross-platform campaigns.
This TikTok for Business landing page promotes a limited-period new-advertiser incentive program offering up to USD 6,000 in matched ad credits. Three self-serve tiers are presented: 50% off first 30-day spend (up to $200), dollar-for-dollar match up to $500, and match up to $6,000. A separate headline offer advertises Spend $100/Get $100, Spend $500/Get $500, and Spend $1,500/Get $1,500 plus 1-to-1 expert onboarding support. Registration requires email or phone sign-up with 2-step verification. Eligibility is restricted to new SMB self-serve accounts, excluding agency, Business Center, and TikTok Shop accounts; credits post within 7 days of hitting the highest threshold or after the 30-day window.
Mintegral’s non-gaming creative data shows holiday competition builds unevenly. Volume rose 16.1% from September to December and another 11.6% in January, so Q4 and Q1 both matter. Test focused creative in quiet September–October, then scale winning concepts in November–December. Category paths diverge: Utilities, Social, and Education grew fastest (Utilities +45.1%); Business lagged; E-Commerce was only moderate. Regional priorities differ—Southeast Asia favors Business and native ads, while Europe, LatAm, and the Middle East lean E-Commerce and interstitial. Interstitial and rewarded video dominate; playable remains under 1%. January is a new window, with Social ending March +37.1%. Ad ops should plan by category, region, and format.
US digital ad spend hit $201B (+15% YoY) with 19T impressions (+7%). Facebook remains the top US ad channel at $42.9B; Shopping leads categories, and P&G is the #1 advertiser. Generative AI is compressing creative cycles: Gaming saw +54% unique creatives, with Food & Dining, Financial Services, and Media & Entertainment also accelerating. ChatGPT ad impressions are diversifying beyond Shopping (36.5% to 20.9%), while Financial Services, Travel, and Health & Wellness expand. OTT spend reached $12B (+17% YoY), outpacing YouTube (+6%) as Linear TV declines (-3%). Ad ops should shift budget toward streaming OTT and AI-driven creative testing while monitoring conversational AI as a high-intent channel.
During Songkran 2025 in Thailand, overall app installs rose 8% and sessions 12% YoY. Food & drink apps surged up to 141% in installs and 160% in sessions during the festival. E-commerce saw a post-festival spike (+49% installs). Entertainment apps had longer sessions (+30%), while social and messaging apps also grew significantly. Key actionable insights: align campaigns to pre/during/post phases, optimize for intermittent usage, segment tourists vs. locals, and capture long-term value post-festival.
The Super Bowl drives huge deposit volume but is only average in cost efficiency due to competition. January NFL and college playoff games offer up to 3x better cost per first-time deposit (cpFTD), with lower CPMs and CPI. Advertisers should shift some Super Bowl budget to January playoff dates—especially the Triple Header weekend (Jan 17-19)—for more efficient acquisition. Extending optimized spend through March Madness also yields below-average cpFTD. The key insight: earlier activation captures high-intent bettors before market saturation.
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