On today's episode, we discuss who is most likely to win the short-video race, the significance of Lyft's new media division, the potential of Apple's ad business, whether buy now, pay later is too good to be true, Chewy's new insurance and wellness service CarePlus, an unpopular opinion about retail media, who's buying all the electric vehicles, and more. Tune in to the discussion with our analysts Ross Benes, Blake Droesch, and Max Willens.
Apple’s return to work revolt reveals the complexity of future of work: A possible recession might change things dramatically
Qualcomm comes for data centers: Nuvia unlocks potential for Qualcomm to diversify into server chips for data centers, effectively meeting pent-up demand with faster, cooler, and more-efficient cloud server solutions.
We unpack the potential for cheaper consumer health devices as the FDA makes hearing aids directly available.
Apple’s return to office could kickstart industry mandates: Companies are heading into their busiest quarter, requiring all hands on deck. Job uncertainty could complicate employees’ shift from remote to office work.
Maps are a safe space for Apple’s ad expansion: Apple has a low share of this market and can point to competitors that already sell map ad space.
Our Retail Reimagined podcast team talked connected fitness this week. Here are the highlights.
In the US, digital retail media and the ecommerce channel are growing faster than any other major ad format except connected TV. This report analyzes our latest retail media forecast and examines the role market uncertainty could play in this space.
As digital fitness goes mainstream, leading brands Nike, lululemon athletica, Peloton, and Apple are trailblazing a path for lifestyle brands toward a more profitable future.
As Apple’s ad business expands, ATT’s reputation suffers: The mobile ad industry is reeling from the change, while Apple’s services unit grows ever larger.
Big Tech earnings reveal economic uncertainty: Consumer spending is down while costs are up and supply chain woes continue to drag down profits. Big Tech is bracing for tough times.
Big Tech earnings buoyed by cloud: Microsoft and Alphabet’s quarterly earnings weren’t as bad as expected, boosting market confidence. But continued strength hinges on cloud divisions that aren’t recession-proof.
Google’s Q2 results are a mixed bag: Although expenses grew at a faster rate than revenue, its search advertising business could be stealing advertisers from social platforms like Meta.
2022 will be another tricky year as retailers navigate a new set of challenges, including sustained inflation and inventory planning troubles. Total retail sales growth will slow across channels before returning to pre-pandemic levels next year.
Google’s end of support for third-party cookies won’t happen until 2023 at the earliest, but the average publisher site now has more than five identifiers enabled on its inventory.
Life is good for credit card issuers, but worsening economic conditions could endanger their $160 billion revenue stream. They must act decisively to ensure they’re still meeting consumers’ changing needs.
The neobank launched its BNPL product in Ireland ahead of a wider continental rollout.
A company’s Net Promoter Score (NPS) has the potential to impact businesses positively in sales, cost efficiencies, and profits. But why are so many brands misusing it?
In the US, 55.1% of Gen Z digital buyers ages 14 and older will use a buy now, pay later (BNPL) service at least once this year. That figure drops to 48.6% for millennial digital buyers and becomes progressively smaller among older generations.
Big Tech post-Roe: As tech giants like Google respond to abortion rights loss, they face a quagmire of choices about strengthening digital privacy, censorship, and where to do business.
Powerful data and analysis on nearly every digital topic.
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