Apple leads businesses leaning on China: The brewing tech cold war notwithstanding, companies like Apple need to rely on established supply chains. Continued foreign partnerships are essential to China’s recovery.

China’s manufacturing expertise is difficult to compete with: That has led some retailers to rethink supply chain diversification even as India, Latin America, and Vietnam gain traction as production hubs.

Smaller retailers are gaining share and reshaping the ecommerce landscape, but will they be able compete with giants like Amazon?

US ad spend dropped 8.0% YoY in February, according to a MediaPost analysis of Standard Media Index’s US Ad Market Tracker. That marks eight months of consecutive YoY decline as part of a trend that began in July 2022.

Health and personal care will drive growth but won’t be enough to improve Amazon’s share of the overall US ecommerce market.

This year, the payments industry will face its first major test following pandemic-driven digitization as economic uncertainty pressures customer habits. This is the data you need to understand the major changes facing the payments ecosystem in 2023—and how to navigate them.

Tech’s nightmare becomes reality: As Amazon lays off thousands more, the talent bloodletting shows no signs of letting up. It’s a symptom of impulsivity in the tech industry that could come back to haunt it amid the tight labor market.

YouTube is the preferred podcast platform among US listeners of this medium, according to Morning Consult. Spotify takes second place, followed by Apple Podcasts and Pandora.

Most smart wearable users in the US are between ages 18 and 44, but the fastest-growing audience is older.

The cohort experiences life through social media and mobile devices. Banks must adapt to win their dollars.

This second installment of the “Payments Ecosystem” collection unpacks how point-of-sale (POS) hardware, software, and payment gateway services are becoming increasingly intertwined as merchants adapt to economic turmoil and consumer payment changes.

Satellite connectivity segment emerges from MWC 2023: Apple’s iPhone 14 may have ushered in the ability to access satellites for emergency communications, but the technology is now ripe for wider mainstream applications.

The 2022 holiday season’s solid retail sales gains were mostly attributable to inflation, but they nevertheless paint a cautiously optimistic picture for the 2023 holiday season.

Gen Zers’ influence on banking will begin to emerge as more than 4 million of them per year become mobile bankers through 2026. Banks must adapt to provide the services these digital natives demand.

Gen Z’s love of Apple is its secret weapon: The cohort should help it build its advertising business for years to come

More than a quarter of the US population wears a connected device, including a growing number of older consumers who are interested in health and fitness tracking.

On today's episode, we discuss the significance of Amazon buying a primary care network, how ChatGPT did when it took the US Medical Licensing Exam, and what an Apple mixed reality headset could do to treat pain. "In Other News," we talk about health information being shared for advertising purposes and what to make of CVS buying Oak Street Health. Tune in to the discussion with our analysts Lisa Phillips and Rajiv Leventhal.

FTC sharpens tech oversight amid AI revolution: Big tech’s opaque algorithms pushed the FTC to create an Office of Technology to rein in the industry. Search wars pose a regulatory wildcard.

Another delay for Apple’s mixed reality headset: It’s been working on the technology for its next big product since 2015, but now delays are due to software and hardware issues. How can Apple succeed at a time of economic upheaval?

Mobile app install ad spending spiked by 24.8% last year, far outpacing overall digital ad spending, which increased by just 12.5%.