On today's episode, we discuss whether AR will ever have a less gimmicky and more utilitarian use case, whether Roku is the biggest player in connected TV (CTV), if Apple can successfully move further into financial services, whether "dumb" flip phones might have a mini renaissance, what the world's busiest airports are, and more. Tune in to the discussion with our director of reports editing Rahul Chadha, vice president of Briefings Stephanie Taglianetti, and analyst Max Willens.
Google turns to generative AI to give shoppers a helping hand: The search engine aims to simplify consumers’ purchase decisions by arming consumers with more information.
Price hikes helped Disney offset subscriber losses: Disney remained relatively still in its earnings report, but the year ahead will have major shifts.
Worldwide mobile AR revenues will more than double from $18.67 billion this year to $39.81 billion in 2027, per ARtillery Intelligence. These figures encompass revenues from both consumer and enterprise applications, such as productivity software, advertising/marketing applications, consumer spending on in-app purchases and premium apps, entertainment and games development, and retail/ecommerce enablement software.
This year’s upfronts have been unusual, with the haze of the Writers Guild of America strike and a decisive shift toward streaming. From YouTube’s mixed messages to Netflix’s ad-supported tier’s less-than-impressive beginning, here are five trends pinpointed by our analyst.
Nike’s close connections to sports and sneaker culture keep it on the top of Gen Z’s list of favorite brands while its cutting-edge sneaker technology makes the brand a must-have for runners. But Nike must use a mix of D2C and wholesale commerce if it wants to defend its title from the competition.
The company is threading artificial intelligence into its core products and services used by millions of users while doubling down on AI accountability. Read online
Microsoft makes bold, highly speculative agreement with Helion Energy: The tech giant is likely taking a leap of faith that AI will yield a nuclear fusion breakthrough in five years.
Concerns over funding costs, liquidity, and deposit outflows could lead to a credit crunch, according to recent Federal Reserve reports.
It benefited from increased volume in its key growth categories, like BNPL and Braintree
TikTok promotes learning and automation at product summit: Simplicity is a big buzzword for TikTok this year, with automation at the heart of simplifying the ad creative process.
OTT video subscription revenues will hit $50.56 billion this year, an increase of 12.5% YoY, according to our forecast. Revenues will climb to $64.12 billion by the end of 2026.
On today's episode, we discuss how we should feel about Amazon's online sales being flat, how its ad business was able to have such a good quarter, and why the company has yet to find a mass grocery format worth expanding. "In Other News," we talk about how Pinterest has been doing and just how popular self-checkout is. Tune in to the discussion with our analyst Blake Droesch.
As acquisition costs continue to rise, it’s crucial for D2C brands to double down on the value provided to customers. For outdoor lifestyle company Solo Brands, this meant putting its loyal fan base first by leaning into customer experience, communication, and its value proposition to keep customers engaged and coming back for more.
DNVB companies have multiple paths for growth: Warby Parker’s sales rise 12% in Q1 thanks in part to the company’s growing physical presence, while Allbirds’ turnaround focuses on differentiating its brand.
Last year, Overstock.com streamlined its business and focused solely on home furnishings and furniture. To court a more targeted audience, Overstock leaned on its first-party data to develop more personalized ad campaigns and employed brand ambassadors to showcase the company's ability to provide consumers with high-quality products at a reasonable price. We spoke with Angela Hsu, Overstock’s CMO, ahead of her session at CommerceNext in June.
The partnership is part of the BNPL provider’s operational overhaul and pivot to a fully white-label strategy
Unrealized losses in banks’ bond portfolios and fears of more banking turmoil give shadow banks a chance to make a risky buck.
Google and Meta’s combined share of the US digital ad market dropped below 50% in 2022, and in just a few years that figure will be down to 43.0%. The triopoly is losing share now, as well; Amazon’s ascent will not be fast enough to offset the weakness of the other two giants.
Nearly two-thirds (65.8%) of US consumers said that a company being transparent about how they plan to use personal data would help that company gain their trust, per Razorfish. Over half (55.1%) said a company would be more likely to gain their trust if it didn’t unnecessarily collect personal data. Their satisfaction with a company’s product or service had less of an impact, with 49.1% saying it would earn their trust.