Google unveils six AI-powered ad formats tied to Gemini at Marketing Live, adding ads eligibility for AI Mode and introducing native checkout in search responses.

Google introduced six new ad formats at its annual Marketing Live event: Conversational Discovery ads tailored to user queries, AI-powered Shopping Ads with custom explainer copy, Universal Commerce Protocol-enabled native checkout in AI Search responses, ads eligibility for Highlighted Answers in AI Mode, Promotional Bundling allowing Gemini to construct deals based on search history, and Business Agent for Leads enabling brand website interaction through Gemini.

On measurement, Google added cross-platform ad performance analysis within Google Analytics 360 covering Google and social platforms (Meta, TikTok, Pinterest), and introduced a Gemini-based 'Ask Advisor' agent letting advertisers optimize campaigns using natural language queries across Google Ads, Google Analytics, Merchant Center, and Google Marketing Platform.

UBS analysts cited data showing 75% of users reported making faster decisions when using AI Overviews or AI Mode compared to regular Search, and projected Search and YouTube combined ad revenues of $341 billion and $379 billion for 2027 and 2028, respectively, ahead of Street consensus estimates.