It’s getting hard to ignore the organized retail theft problem: Home Depot, Walmart, and Target are among the retailers ringing alarm bells about the growing crime issue.
Senators’ questioning highlighted the dangers of a lack of accountability on Wall Street. That could pave the way for new regulations.
The big tech is diving deeper into payments to tap new revenue streams.
US upfront TV ad spending will fall by 3.6% to $18.64 billion for the 2023–2024 TV season, a downward revision of 5.0% from our previous forecast.
One-fourth of creators said they go live to their followers via YouTube, making it the most popular livestreaming app ahead of TikTok (18.7%), Facebook (17.4%), and Instagram (14.0%), per an April 2023 survey by The Influencer Marketing Factory.
It’s been an upfronts season like none other as digital creeps into linear’s territory and the Writers Guild of America writers’ strike rages on. “We’re kind of at an inflection point,” said our analyst Paul Verna. From a buyer’s market to tumult at NBCUniversal, here are five trends Verna noted from upfronts so far.
The crypto winter has brought assets crashing down to earth and dampened payments growth. But key crypto payment use cases remain intact, drawing continued investment from major payment providers. This helps set a path for US crypto payment adoption to grow by a 21.3% average annual rate from 2022 to 2025 and worldwide volume to grow by 12.6%.
Retail media provides a significant boost to Instacart’s bottom line: The company’s advertising business reportedly grew 30% last year to $740 million.
Coca-Cola helps usher in an era of generative AI advertising: The brand recently told marketers that it believes AI is much more effective than Web3.
On today's episode, we discuss whether the most watched program in the US (the NFL) has a looming viewership problem, Disney+ and Hulu joining forces, whether the free returns party is over, ride-hailing apps giving mixed messages, YouTube viewership on TV screens, the best-selling video games in history, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Ross Benes and Paul Verna.
Lenders need to be prepared for quicker, digitally driven runs after SEC rules out short-selling ban.
To keep up the momentum, the BNPL provider launched a Pay-in-2 product so it can expand into new payment categories
On today's episode, we discuss the implications of Twitter's new CEO choice, what Tucker Carlson moving his show to the platform means for advertisers, and what to make of Twitter alternative Bluesky. "In Other News," we talk about the effect AI will have on social media and what to expect from TikTok's US shopping platform. Tune in to the discussion with our analyst Jasmine Enberg.
Meta is way ahead of competitors in US video ad spend, with 30.1% share this year compared with YouTube’s 8.3% and TikTok’s 6.5%, according to our forecast. TikTok is on YouTube’s tail as it gains share, but the short video newcomer won’t surpass YouTube before the end of our forecast period in 2025.
Retailers can use digital wallets to speed up the checkout process both online and in-store and reward repeat customers. But creating a standalone wallet may not be the best solution for most retailers, and that’s where partnerships with existing providers can help out.
While Meta struggles with innovation and attracting younger users, at Snapchat, innovation and Gen Z users are in high supply. So why is the company struggling? “Snap doesn’t lack when it comes to innovation,” our analyst Jasmine Enberg said on a recent episode of our “Behind the Numbers” podcast. “But there are serious questions about the health of its core business, and it really needs to focus on turning those things around.”
Amazon plots an upgrade to its search capabilities, with help from generative AI: The retailer is planning to incorporate an AI chatbot to help shoppers with queries, recommendations, and product comparisons.
A Disney purchase of Hulu would upend the streaming industry: Comcast CEO Brian Roberts said it’s willing to sell its stake to Disney, ending a stalemate.
Disney adapts to industry challenges: House of Mouse emphasizes ESPN's sports offerings and nonscripted content at upfronts.
AI-focused fintechs offer small FIs less-powerful solutions than their larger counterparts—if they work with them at all.