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Chronicles

The story behind the story

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Twitter says it will start adding full-screen ads to Fleets, supporting images and videos that can be up to 30 seconds long, initially in US on iOS and Android

A handful of advertisers will begin testing the format Tuesday  —  Twitter said Tuesday it will start adding full-screen ads to Fleets …

The Verge Kim Lyons

Context & Ripple Effects

Fleets began as a disappearing-post format test in Brazil, giving Twitter a distinct, temporary canvas alongside its main timeline. The new ad unit turns that canvas into inventory for a small initial group of advertisers.

Twitter had already built toward more visual advertising through auto-playing video and GIFs and a promoted-tweet carousel format. Full-screen Fleets ads extend that progression into a placement designed around images and short video.

First-order effects

  • Twitter gains a new US mobile ad placement in Fleets, while the initial advertisers gain access to full-screen image and video creative of up to 30 seconds.
  • Fleets users on iOS and Android will encounter advertising inside a format that had previously centered on short-lived user posts.

Second-order effects

  • Advertisers testing Fleets must adapt campaign assets for vertical, full-screen viewing rather than relying only on timeline-style promoted tweets.
  • Twitter's sales operation can package Fleets alongside its existing visual ad formats, giving brands another way to run video-led campaigns on the service.

Third-order effects

  • If Twitter continues adding monetization to temporary and visual surfaces, its advertising business shifts further from text-led promoted posts toward placement-specific creative formats.
  • The pattern makes product-surface design more consequential for Twitter's ad inventory: new user experiences can also become new units for advertisers, not just engagement features.

The trend: Twitter is turning visual, mobile-first product formats into differentiated advertising inventory.

Discussion

  • Twitter for Business Twitter for Business on x
    Testing Fleet ads: Your ad in the moment
  • @alexhern Alex Hern on x
    remember: platforms are changed to benefit advertisers, not users https://www.theverge.com/...
  • @mgsiegler M.G. Siegler on x
    At last, the raison d'etre of Fleets... https://twitter.com/...
  • @chrisfralic Chris Fralic on x
    Have you considered they might improve the experience? https://twitter.com/...
  • @peterpham Peter Pham on x
    I've never clicked on a fleet.. do people use it? https://twitter.com/...
  • @sub8u Subrahmanyam Kvj on x
    If you've forgotten checking fleets, you just got a great reason to continue doing so 😂 https://twitter.com/...
  • @habibcham Cham on x
    Watch a 30 seconds Ad before you can view a 5 second Fleet. Good that they allow muting of Fleets, I guess. Empty Fleet bar for many users, #Dickbar 2.0!! https://twitter.com/...
  • @spencerchen Spencer Chen on x
    I love Fleets. It's where I post all my TikTok videos. https://twitter.com/...
  • @tsuvik Vikas SN on x
    Wow. Really surprising! The engagement/viewership on Fleets has been terrible for me vs regular tweets. https://twitter.com/...
  • @carnage4life Dare Obasanjo on x
    @CaseyNewton As a viewer (i.e. people who consume the ads), the main missing piece is the performance lag. Agree that creative tools are lacking but I don't why that should prevent monetizing an end user experience that is close to at par with peers.
  • @backlon Dieter Bohn on x
    Gonna start using Fleets now (no I am not) https://www.theverge.com/...
  • @sanatgersappa Sanat Gersappa on x
    Good thing I use the web client. https://twitter.com/...
  • @chrispirillo Chris Pirillo on x
    yes that is exactly what is needed for people to start caring about fleets https://twitter.com/...
  • @caseynewton Casey Newton on x
    Other platforms that added stories spent a *lot* more time polishing the product experience before choking it with ads. This feels way premature https://twitter.com/...
  • @thekenyeung Ken Yeung on x
    Fleets are getting monetized. https://www.theverge.com/...