Friday, June 20, 2025
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The ongoing FTC antitrust trial may compel Meta to divest Instagram and WhatsApp, an outcome that would fracture the $1.4 trillion social‑media ad ecosystem. That fragmentation would force marketers to operate within three distinct ad platforms — Facebook, Instagram, and WhatsApp — each with unique pricing, data access, attribution models, and policy frameworks. Strategy and budgeting will grow more complex, no longer benefiting from Meta’s centralized ad stack.

Ad rates could shift. With the newly independent platforms competing for budgets, pricing models may fluctuate. WhatsApp, noted for resisting ad formats post-acquisition, might adopt subscription or non‑ad monetization strategies, replacing display ads with alternative engagement models. Marketers should begin preparing immediately:

Segment Campaigns by Platform

Build separate activation and measurement plans for Facebook, Instagram, and WhatsApp. Expect disparities in targeting options and reporting.

Evaluate Data and Privacy Terms

Data portability and policy compliance could diverge, safeguard first‑party data and prepare to renegotiate with each platform.

Diversify Channel Mix

Treat emerging advertising ecosystems — such as TikTok, Snap, and niche social platforms — as more than supplements; they may provide stability in a post‑Meta world.

A shift toward more rigid, platform‑specific strategies is likely. To maintain agility, CMOs are advised to ensure attribution frameworks are adaptable and contracts flexible, with mechanisms to reallocate budgets in response to new pricing or performance conditions.

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