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Facebook is testing carousel ads inside Messenger in Australia and Thailand, says the ads aren't targeted based on content of messages

Kurt Wagner / Recode :

Recode Kurt Wagner

Context & Ripple Effects

Messenger is becoming an ad surface step by step: Facebook first opened sponsored messages to all advertisers in November 2016 alongside click-to-Messenger News Feed units, after earlier experiments moving feed-style ads into Groups in Australia and other English-speaking markets. Carousel ads inside the chat thread itself are the next rung, tested in Australia and Thailand — two markets Facebook habitually uses as proving grounds before wider rollouts.

The explicit denial that these ads are targeted on message content matters as much as the format: it signals Facebook knows the privacy optics of reading chats for ad targeting would be toxic, so it is monetizing placement rather than conversation.

First-order effects

  • Advertisers in Australia and Thailand gain a new carousel placement inside Messenger conversations, expanding Facebook's sellable inventory beyond the News Feed and sponsored messages.
  • Messenger users in those two markets start seeing multi-card ads mid-thread, making the chat app itself an advertising surface for the first time in this format.

Second-order effects

  • If the test performs, it feeds directly into the broader Messenger monetization pipeline — the later worldwide beta of auction-based display ads on Messenger's Home screen shows where this trajectory lands.
  • Rival messaging platforms face pressure to open their own threads to advertisers or concede that Facebook can fund its chat product with revenue they leave on the table.

Third-order effects

  • Messaging apps are structurally shifting from pure utility to monetized media, with format tests in small markets preceding global rollouts — and the no-content-targeting line drawn here becomes the precedent for how far ad targeting into private conversation is socially permitted.

The trend: Facebook is incrementally converting Messenger from a communication utility into ad inventory, testing formats in small markets and scaling what sticks.