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On today's episode, we discuss why Apple and Amazon will be the two most consequential advertising companies for the rest of the decade, the ceiling on their streaming ambitions, and how their tech and health investments stack up. "In Other News," we talk about whether TikTok has been able to reassure advertisers after its recent government hearing and the Federal Trade Commission outlining how companies should communicate their environmental claims. Tune in to the discussion with our director of Briefings Jeremy Goldman.

On today's episode, we dive deeper into the banking debacle created by Silicon Valley Bank’s meltdown in order to see what the path forward will look like. In our “Headlines” segment, we discuss the challenges startups that banked at SVB are currently facing and how some existing banks are treading lightly with SVB’s former customers—while others are embracing them. In “Story by Numbers,” we turn the spotlight toward consumer trust in banks. And in “For Argument’s Sake,” we debate whether fintechs will need to operate in an environment with more regulatory scrutiny. Tune in to the conversation between host Rob Rubin and our analysts Tiffani Montez and Jenna McNamee. Listen and subscribe today.

Nearly three-quarters of US TikTok users will also use Instagram this year, making it the most popular alternative to the social video app, per our forecast. That’s good news for Instagram Reels, which is positioning itself as a viable successor in the event of a US TikTok ban.

Marketers shouldn’t be waiting for Google to make a move on third-party cookie deprecation or for more privacy laws to come down the pipeline; they need to start exploring the complex landscape of identity solutions now, combining deterministic and probabilistic approaches to achieve maximum effectiveness.

In an unlikely collaboration, Zappos and Sephora join forces: The partnership gives Sephora access to Zappos’ considerable shopper base, but may benefit the latter more as demand for beauty grows.

RPM adoption surges, but faces future roadblocks: We unpack recent trends on remote patient monitoring usage among doctors and factors preventing further growth.

Scrutiny over labor practices puts Starbucks, Nike, and others in the hot seat: The backlash could force retailers to improve supply chain transparency and worker protections.

Over the next two years, the four ecommerce companies with the largest shares of US retail ecommerce sales will hold their spots. But moves by smaller players will shake up the rankings.

A chatbot-induced suicide could get regulators' attention: AI’s Eliza effect is triggering mental health issues. Companies will struggle to balance entertainment value with safety amid the AI arms race.

Walmart looks to improve its online shopping experience: The retail giant cut down clutter on its revamped website and app to entice shoppers to browse and buy.

The government’s new AI regulatory framework will promote innovation through interactive implementation.

A branded wallet might help Synchrony contend with potential disintermediation. But it would face strong competition.

Kohl’s, Michaels, and others launch third-party marketplaces to boost shopper appeal: At the same time, Wish, Zalando, and Amazon are focusing on improving customer satisfaction and reducing returns.

Search advertising industry could be monetizing AI chats too soon: Much rides on Bing Chat ads—and how it impacts user experience.

On today's episode, we discuss how recent YouTube TV price hikes will affect subscriptions, whether streaming TV actually costs less than cable, and if a sports streaming hub is a viable product. "In Other News," we talk about what Roblox's new ad rules will do to the metaverse and why Walmart+, Walmart's membership program, is resonating with high-income shoppers. Tune in to the discussion with our analyst Daniel Konstantinovic.

Apple’s long-teased buy now, pay later service is finally here, but what can it bring to an already crowded table? Our analysts unpack who may use Apple Pay Later and evaluate five of its prerelease features to see how they stack up to consumer demand.

When asked about generative AI, 62% of US adults strongly or somewhat agreed that it can save time and resources in the workplace, but there were concerns about the effectiveness and accuracy of its written work, according to Ipsos.

Social media ad spend declined in the second half of 2022, and the category will make up a shrinking slice of total digital ad spend in the US this year, according to our forecast. But brands still need a social media presence. That’s where AI and ChatGPT can help. Here are six uses for generative AI in organic social campaigns.

Retail health clinic use soared during the pandemic: We examine what drove growth and forecast the future of retail clinic utilization.

The chipmaking giant is appealing for its government to shore up production on key manufacturing equipment to better compete with the US and China.