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.
Record-high debt and record-high card interest rates are leading to missed payments
As the so-called AI arms race heats up, US site visit data from digital intelligence platform Similarweb reflects early changes in consumer behavior.
The US is the overwhelming center of gravity for all things advertising—and it will remain that way, even though 2023 will see a slight share drop for the country across various metrics. By the end of next year, the US shares of total and digital ad spending will increase once again.
Amazon Prime will make up 53.1% of US paid retail membership fee revenues this year, according to our estimates.
Tapestry brings its D2C and wholesale teams together to create a consistent brand experience across channels, while Hollister enables teens to fill their carts and send to a parent for purchase. Instacart and eBay find ways to offer customers more value.
The home improvement market bubble has burst: Home Depot expects sales to decline this year for the first time in over a decade as consumers pull back on home-related purchases.
Total media ad spending in the US will pass the $350 billion mark this year, but growth is slow at just 3.8%, according to our forecast. “That is not great compared to almost anything in recent memory; however, there is a U-shape to this line,” our analyst Ethan Cramer-Flood said during our “US Digital Ad Spend Outlook” webinar. Connected TV and retail media will prove to be bright spots, but social media could be a challenge.
NBCUniversal highlights Peacock at upfront: Media titan reflects the industry's digital tilt amidst picketing and leadership changes