Because the 2025 vacation season hits its stride, eMarketer is explaining simply how a lot American customers affect TikTok‘s backside line. The info agency printed a report during which it claims that U.S. customers generate 41% of TikTok’s advert income, although they solely account for 10% of the app’s total person depend.
eMarketer backed up its analysis by citing one other latest dataset printed by Edison Analysis. That report claimed that 83% of U.S. TikTok customers have taken a related motion after viewing an advert on the platform. For 43% of these respondents, the motion in query was a purchase order.
These statistics are particularly fascinating as they relate to TikTok’s working standing within the U.S. Again when federal politicians had been nonetheless debating whether or not to implement the Biden administration’s “divest-or-ban” legislation (which focused TikTok specifically), we argued that the U.S. wants TikTok greater than TikTok wants the U.S. In spite of everything, if you take a look at father or mother firm ByteDance’s earnings outdoors of America, its gross sales figures on the U.S. model of TikTok Store don’t appear so spectacular.Subscribe to get the newest creator newsSubscribe
The eMarketer report tells a unique story. Markets like China could account for the lion’s share of ByteDance’s outsized valuation, however the buying energy of U.S. customers — and the sophistication of advert choices out there there — are too massive for TikTok to disregard.
“Drop this into any deck questioning TikTok’s position in your media combine,” eMarketer advises in its report. “Even with the app’s future unsure, this chart makes the case for why the US market nonetheless instructions consideration and price range. Use it to defend home TikTok funding regardless of regulatory headwinds.”
Advertisers who’ve heeded that message through the vacation season have seen vital returns on their investments. With assist from stars like Kim Kardashian, TikTok had its largest Black Friday weekend ever, hauling in $500 million of gross sales within the U.S. On a quarter-to-quarter foundation, the numbers are much more placing. By taking in $19 billion in quarterly gross sales, TikTok Store turned itself into as massive of a U.S. ecommerce hub as eBay.
With numbers like these, TikTok has loads of incentive to maintain its enterprise working within the U.S. Due to the Trump administration, it looks as if that mission will probably be achieved — although no ban-averting deal has been made official simply but.

