Five Focus Areas for GML 2026
The announcements cluster into five buckets:
Ads built for AI Search.
New native ad formats inside AI Mode and AI Overviews — conversational responses with a “Sponsored” tag rather than traditional ads bolted onto the page. AI Max for Search (now a year old) gets new features, with Google reporting a 27% conversion uplift and ~15% more conversions for PMax/AI Max adopters at similar ROAS. Direct Offers and a Business Agent for leads (auto, real estate, education) round out the set. The throughline: “the best ads are answers.”
Ask Advisor.
A single Gemini-powered agent spanning Google Ads, Analytics, Merchant Center, and the Marketing Platform — a shared-memory “strategic partner” pitched as the connective tissue across previously siloed tools. The accompanying claim, said out loud on stage: you can now “serve 50 clients with the same team that used to serve 10.”
Asset Studio.
Creative production gets a centralized workflow, connections to external design tools, multimodal Gemini generation, on-brand asset tooling, preview links for external approvals, and one-click A/B testing — the pitch being brand guidelines in, high-performing creative out, “at scale.”
YouTube and Demand Gen go full-funnel.
Gemini-powered audiences, creator assets in Demand Gen, product feeds, Maps placements, new formats and inventory, and better video measurement (Engaged View Conversions, cross-channel attribution). Google’s figures: YouTube reaches 91% of US adults, adding Demand Gen incrementally lifts conversions ~10%, and creator assets add ~20%.
Agentic commerce and measurement.
The Universal Commerce Protocol (UCP) — open, and apparently being adopted across multiple big-tech players — plus the Agent Payments Protocol (AP2) and a cross-merchant Universal Cart connecting agents, payment processors, and platforms. On measurement: Google Tag Gateway, the Data Manager API, Attributed Brand Searches, Meridian (open-source MMM) folded into Analytics 360, and Qualified Future Conversions — predictive signals projecting profitable conversions up to six months out.
Why It Matters
Some of this has real teeth, and I want to be specific about which parts.
UCP has genuine promise.
A persistent, cross-merchant cart with a streamlined checkout — especially on mobile — should be a real accelerant for e-commerce. If big tech actually aligns on one open protocol, that’s a meaningful convenience unlock for consumers and a discovery opportunity for merchants.
Rich product data is the highest-conviction move on the list.
Your data feed is becoming the basis for constructing shopping ad units and delivering them to the right humans. When a user searches “best running sneakers for a middle-aged man running his first marathon” — a monster, novel query people now trust they can ask and get a real answer to — you can only show up if your product data and landing pages can answer it. That means auditing your feed for completeness against the stated taxonomy, and investing in depth, accuracy, and uniqueness. Don’t just inherit the manufacturer’s copy. For hero SKUs especially, build it out: real storytelling in descriptions, high-quality images, complete attributes, shipping detail. The richer the feed, the more of these multi-dimensional queries you can win.
YouTube and Demand Gen are no longer optional.
YouTube is effectively the #2 search engine and a brand-building powerhouse; Demand Gen is how you create and convert that demand. The expansion of Demand Gen inventory and formats — paired, finally, with the ability to build creative tailored to specific placements — fixes a missing link that’s bugged me for a while. This is one of the announcements I’m most genuinely excited about.
Measurement is becoming predictive, and that’s the real shift.
Reporting is moving from a rear-view snapshot to a forward-looking decision input. Attributed Brand Searches — a way to measure the halo effect — is something I’ve wanted for years, assuming it’s accurate and there’s no punishing minimum-volume floor. Qualified Future Conversions models which current users behave like prior converters, to project profitable future growth. I haven’t seen either in the wild yet, but if they deliver, they change what the measurement layer is for.
How My Read Diverges from Google — and the PPC Bro Consensus
“Shift control to inputs and let AI assemble at scale” is overblown.
John Nicoletti’s framing — stop micromanaging creative, hand the AI high-quality ingredients, let it assemble the perfect dish for every user at scale — is an alluring idea. It’s also unrealistic as stated. I’ve done the math on pinning and combinatorials recently: follow Google’s own advice and hand it, say, 15 unpinned headlines, and you’ve created 30,000+ possible ad combinations. The volume of impressions you’d need to resolve a test like that to statistical significance is outrageous. The notion of a machine overlord evaluating every user, every auction, every creative combination in real time and reliably picking the winner — I don’t buy it at the level Google is selling it.
The “don’t worry about the data” reassurance isn’t auditable.
Ginny Marvin offered a tell: sometimes you’ll see an asset driving performance that isn’t getting much impression delivery, and that “might just mean” you’re reaching a valuable niche. Maybe. But Google doesn’t tell you which audiences are seeing which creatives — so that claim can’t be validated. It’s a comforting narrative you’re asked to take on faith. I like providing high-quality creative inputs. I don’t like being told to hand over control of assembly and delivery and trust the nuances away.
On keywords, I’m “yes, and” — explicitly middle of the road.
Google says the query stream is now too long and complex to manually choose matching keywords. There’s truth there. But match types are a logic tool, and they still capture volume in the buckets that matter to your brand, with control and intentional testing. What’s actually happening is subtler and more interesting: keyword and audience are coming together for the first time. Until now we had V1 of that — slice your campaigns once, exclude an age band, run an RLSA list. There was never an effective way to express “this keyword, when searched by this user.” That’s a combinatorial problem, and the new campaign types are one attempt to solve it. So it’s not keyword-versus-AI. It’s both. You keep targeting everything you can account for and control, and you take on some exposure through PMax/AI Max to catch the complex queries you can’t enumerate. Yes, and.
There’s likely an early-mover advantage in AI Max — that’s the real reason to test it.
Google has made AI Max with text customization the gate to appearing in AI Mode. Set that aside from the hype and there’s a genuine liquidity argument: turn it on and you may show up for more queries, across greater query diversity, before your competitors are doing the same. That timing edge — not the “let AI run it” pitch — is why it’s worth structured testing now. Use the brand list as your control: it constrains both targeting and message, a targeting guideline and a brand guideline in one. And if you’re new to these campaign types, use negative keywords judiciously.
“The pace of change can feel overwhelming” — I don’t buy it.
That was Ginny Marvin’s line, and it isn’t helpful to me. I don’t feel overwhelmed or out of control. There are changes; there are announcements. But ask who that narrative actually serves. If it’s overwhelming, too fast, too much, then you don’t have it figured out — so you need Google to show you the way, you need their tools, you need to let go of the reins and let them drive. Convenient. I’m not taking the bait.
The behavior shift is real, but ironically Google-made.
More searches than ever, in more complex ways than ever — true, and an outcome of what Google did. They changed the search bar on Android and Google.com, embedded Gemini as the default across surfaces, and wired the flow from a traditional search into AI Mode and AI Overviews. I see it on my own Pixel. Without those product changes, the adoption and the behavior change wouldn’t be there. It’s chicken-and-egg. Plan for the reality, but don’t mistake it for a neutral market signal pulling Google along.
What To Do Now
Audit your measurement and data first.
Treat your product feed as a strategic asset.
Test AI Max and the new formats deliberately — with real causality.
Use Asset Studio to remove the production bottleneck — then keep thinking.