The news: Klarna will be the default payment option for Bolt’s CheckoutOS merchants, per a press release. Our take: Klarna faces multiple challenges. It has to increase its availability to US consumers while also rivaling credit cards that offer both installment plans and cash back or points that likely exceed the value of Klarna’s gift-based rewards system through Nift
The news: Nexxen has launched an AI-powered Discovery platform that delivers audience insight decks in minutes, merging first-party data with sentiment, search, and competitive signals. Brands like LG Ad Solutions are using the tool to shape campaign strategy, validate ROI, and uncover untapped behaviors. Our take: In an era demanding speed and accountability, Nexxen offers a hybrid model: automation without sacrificing human analysis. With pressure rising on publishers to justify CPMs and on marketers to prove performance, tools like Discovery promise faster insight, smarter storytelling, and deeper advertiser confidence—positioning Nexxen as a data partner in a post-cookie world.
The news: Capital One, after acquiring Discover, plans to significantly expand its card businesses using Discover's network. This allows the bank to boost profitability and enhance offerings. CEO Richard Fairbank emphasized new services, including attractive rewards for debit cards and compelling credit card deals, funded by increased interchange revenues. Our take: Capital One's Discover acquisition maximizes its expanded infrastructure. Owning a payment network allows Capital One to capture more interchange revenue, reinvesting it into more competitive debit and credit card products. This approach will appeal to consumers facing financial uncertainty, promising better rates and rewards, strengthening Capital One's market position and ability to attract/retain customers.
The news: Valley Bank worked with Adrenaline to create digital signage at its Fifth Avenue NYC branch to boost brand recognition and customer engagement. Displays feature dynamic visuals of diverse eyes and motivational taglines, unified across large LED and supporting screens. This omnichannel approach also used QR codes to direct customers to digital platforms. Our take: This initiative effectively uses digital signage to increase foot traffic. Custom, human-centric content, not stock photos, resonates, especially with younger audiences. QR codes with product displays are smart, converting brand awareness into new banking relationships via strategic visual storytelling and direct engagement.
The milestone: Amazon recently deployed its 1 millionth robot in its fulfillment centers—a figure approaching the number of human workers at those facilities. Our take: Automation is a central element within Amazon’s relentless push to narrow the gap between click and doorstep. Fast delivery isn’t just about convenience; it transforms how consumers shop. The faster Amazon gets everyday essentials like toothpaste into customers’ hands—especially with free delivery for Prime members—the harder it becomes for other retailers to compete. That gives Amazon a durable edge as it looks to expand its share of US ecommerce sales.
The news: Meta’s Threads is adding direct messaging (DM) and a “highlight” feature to show trending topics related to a user’s feed. Our take: DMs will allow consumers to interact directly with brands and could open up a new customer service channel, while brand social media accounts could become part of the narrative as new “highlight” trends arise. Marketers and social media managers should boost brand presence on Threads by engaging with followers and posting on relevant trending topics.
The news: Klarna is pivoting toward digital banking in the US, preparing for its IPO amid growing scrutiny of the buy now, pay later (BNPL) market. This includes launching US debit cards and expanded savings offerings, with Klarna rebranding itself as a neobank aiming for a "super app" experience. Our take: This signals a broader trend of fintechs evolving into banks, intensifying pressure on traditional financial institutions (FIs) to differentiate. FIs must clarify their niche, pursue strategic scale, and accelerate digital transformation. Despite Klarna's expansion, FIs retain a key advantage: their card-based installment plans still outperform BNPL in customer satisfaction.
The news: Here’s a look back at the most popular stories from January through June 2025. The final word: Gen Z’s healthcare attitudes, social health influencers, marketing strategies, and how patients use AI drew the most attention from our audience.
The news: A Microsoft AI pilot study showed a fourfold improvement in diagnostics compared with a panel of real doctors, but researchers acknowledged the continued need for human expertise. The takeaway: It’s evident AI is not a replacement for doctors, but it is a tool they should start adopting. There’s a window of opportunity for doctors and healthcare systems to grab a first-mover advantage by presenting AI as a co-pilot and a value-add that leads to more accurate diagnoses and more time spent with patients.
The news: Pharma advertisers spent more than $10 billion on prescription drug ads last year, with the top 10 drug brands accounting for $3.3 billion last year, per Fierce Pharma’s report based on MediaRadar data. Our take: As pharma marketers shift drug ad budgets from TV to more digital channels, they’ll have to shift thinking from spendy brand awareness to more nuanced messaging. Social media edutainment, paid AI search ads, and partnering with doctor and patient influencers can reach more relevant consumers and deliver higher ROI.
The news: The Trump administration recently met with leading retailers, including Amazon and Walmart, to explore ways in which more US consumers can get their prescription medications directly from pharma manufacturers, according to a Bloomberg report. Our take: It’s unrealistic to expect pharma’s middlemen to be cut out anytime soon, as they are so deeply rooted in the US healthcare infrastructure.
The news: Despite its massive reach, gaming still accounts for less than 5% of worldwide media investment, per Dentsu’s 2025 Gaming Trends report—indicating a disparity between where audiences spend their time and where advertisers invest. Our take: Concerns about brand safety with in-game advertising linger, but brands that are willing to take the risk stand to gain through an approach that considers that simply investing in the format isn’t enough to drive results.
The news: Podcast ad spending intention will reach an 11-year high in 2025, and more advertisers are investing in the medium than ever, per a Cumulus Media and Signal Hill Insights report. Podcast ad spend intention reached 69% among agencies and advertisers surveyed, the highest in the eleven years tracked by Cumulus and Signal Hill. 78% are already investing in podcast advertising, five times higher than the amount investing in 2015. Our take: As listenership spikes, podcasts will continue being a key investment for savvy advertisers—and those who know how to maximize the medium’s potential will come out on top.
The news: Lululemon is suing Costco for selling dupes. In a lawsuit filed June 25, the athleisure brand accuses the wholesale giant of infringing on its design patents by selling knockoff sweatshirts, jackets, and other activewear. Lululemon seeks an immediate halt to sales of the disputed products and unspecified monetary damages. Our take: For nearly as long as there have been name brands, there have been knockoffs. But the rise of dupe culture on TikTok—combined with increasingly cost-conscious consumers looking—is pushing more shoppers toward cheaper alternatives and more brands to the brink. It's become a growing headache for companies like Estée Lauder, which have struggled as buyers opt for low-priced lookalikes. Lululemon’s lawsuit marks a significant escalation in the brand’s efforts to protect its designs. If it succeeds, it could set a precedent—and signal that the era of unchecked dupes may be nearing a turning point.
The news: Apple is in talks with OpenAI and Anthropic to power a revamped version of Siri, per Bloomberg. This follows internal delays and setbacks in launching the AI-enhanced Siri that was announced at WWDC in June 2024. Advertising repercussions: Advertisers and brands won’t just be contending with Apple’s ad systems and algorithms—they also need to consider third-party vendors’ ecosystems and how those preference ad placements. Our take: Apple settling for outside AI is a turning point for walled gardens. For advertisers, it’s both a risk—due to reduced predictability—and an opportunity to innovate within new conversational interfaces.
The news: Microsoft Advertising now enforces policy compliance at the asset level—ad headlines, descriptions, and images will be reviewed individually. If one element violates policy, the rest of the ad can stay live, as long as the minimum required approved assets remain, per MarTech. Key takeaway: Marketers should embrace modular creative strategies, ensuring each individual asset is in compliance. Build campaigns with redundancy in approved elements to maintain uptime, and monitor flagged assets to quickly respond and ensure ad integrity.
US advertisers will spend $25.9 billion on AI search ads in 2029—13.6% of all search ad spending, up from just 0.7% in 2025, according to EMARKETER's May forecast.
On today’s podcast episode, we discuss the various definitions of artificial general intelligence (AGI) and try to come up with the best one we can. Then we look at how smart humans are compared to current AI models. Join Senior Director of Podcasts and host Marcus Johnson, and Analysts Jacob Bourne and Gadjo Sevilla. Listen everywhere and watch on YouTube and Spotify.
Our analysts took a look at the first half of this eventful year and provided their own very specific—albeit unlikely—predictions at what could happen in the second half of the year and beyond.
Despite the rise of digital shopping, brick-and-mortar still dominates retail. This makes in-store digital advertising attractive for marketers, but a new EMARKETER and Placer.ai study reveals critical disconnects between marketers' assumptions and consumer reality.