The news: In Q4 2025, more than half (53%) of all Instagram ads ran on Reels, marking Meta’s growing reliance on short-form video content for engagement and ad revenues. That’s up from 35% in Q4 2024, per Sensor Tower.
Reels now drives 46% of all time spent on Instagram in the US, up from 37% in 2024.
Meta’s broader social portfolio is also gaining ground—Threads recently overtook X in mobile users, with 141.5 million daily active iOS users compared with X’s 125 million mobile users, per Similarweb data cited by TechCrunch.
The challenge: Despite rising Reels engagement, it hasn’t been as efficient of a moneymaker for Meta as the Instagram Feed. However, the popularity of short-form video could help make Reels a more profitable product.
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