On today’s podcast episode, we discuss the three big questions surrounding Google in Q3 and beyond: How much of a competitor to Google Chrome is OpenAI’s new browser, Atlas? What’s the main takeaway from the remedies hearings about Google’s ad tech business? And what’s the significance of Google’s first $100 billion quarter? Join Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Principal Analyst Yory Wurmser. Listen everywhere, and watch on YouTube and Spotify.

On today’s podcast episode, we discuss why 7-Eleven is opening more stores even as foot traffic falls, explore its next engine of growth, and consider some bold moves that could help future-proof the convenience store giant. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, Senior Analyst Blake Droesch, and Principal Analyst Sarah Marzano.

On today’s podcast episode, we discuss the big 3 questions surrounding Netflix in Q3 and beyond: expectations for its ad business, the impact of Netflix House, a new deal with Spotify, or something else? Join Senior Director of Podcasts and host, Marcus Johnson, Senior Analyst, Ross Benes, and Senior Editor of Briefings, Daniel Konstantinovic. Listen everywhere and watch on YouTube and Spotify.

On today’s podcast episode, we discuss more ‘very specific, but highly unlikely’ predictions for the end of 2025 and start of 2026. If a major US news organization like CNN or CNBC will soon get acquired by a billionaire, why Pepsi could split into separate snack and beverage businesses, and the road to full funnel, hyper relevant connected car ads. Join Senior Director of Podcasts and host, Marcus Johnson, Senior Director of Forecasting, Oscar Orozco, and Vice Presidents of Content, Suzy Davidkhanian and Paul Verna. Listen everywhere and watch on YouTube and Spotify.

On today’s podcast episode, we discuss why investors wanted to bring in an outsider to right the ship, what’s most to blame for Target’s recent struggles, and what should be top of the new CEO’s to-do list. Join Senior Director of Podcasts and guest host, Marcus Johnson, and Senior Analysts, Blake Droesch and Arielle Feger.

On today’s podcast episode, we discuss what AI Overviews are doing to search behavior, some potential new business models for the internet, and how much “AI slop” might encourage folks to decrease their time on the web. Join Senior Director of Podcasts and host, Marcus Johnson, Analyst, Grace Harmon, and the CEO and Founder of CMO Huddles, and host of the Renegade Marketers Unite podcast, Drew Neisser. Listen everywhere and watch on YouTube and Spotify.

On today’s podcast episode, we discuss why Ms. Yaccarino left X, the expectations for its advertising business in the short and long term, and how realistic its chances are of becoming an “everything app”. Join our conversation with Senior Director of Podcasts and host, Marcus Johnson, Vice President and Principal Analyst, Jasmine Enberg, and Analyst, Marisa Jones. Listen everywhere you find podcasts and watch on YouTube and Spotify.

On today's podcast episode, we discuss the state of some of our 2025 predictions, including GenAI’s influence on business growth, the influence of China’s e-commerce disruptors, the squeeze on retail media networks, and more. Then, we offer a few more slightly spicier predictions for the remainder of the year ahead. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Vice President Suzy Davidkhanian and Senior Analyst Carina Perkins.

While performance marketing satisfies short-term goals, brand marketing supports long-term growth by building trust, credibility, and lasting differentiation in crowded markets. A new report from EMARKETER and StackAdapt shows a clear shift in how brands are approaching their marketing mix in 2025.

On today’s podcast episode, we discuss how the judge thinks Google is, and isn’t, an illegal monopoly, the most likely outcomes from this ruling, and who stands to benefit the most. Join Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Senior Analyst Evelyn Mitchell-Wolf. Listen everywhere and watch on YouTube and Spotify.

On today’s podcast episode, we discuss the main reasons YouTube is the most watched platform on TVs, how “Planet YouTube’s” gravitational pull is disrupting other media types, and what the biggest threat to its dominance is. Join Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Principal Analyst Bill Fisher for the conversation. Listen everywhere and watch on YouTube and Spotify.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of March. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Senior Director of Content Becky Schilling and Analyst Sara Lebow will defend their list against Principal Analyst Sky Canaves and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

On today’s podcast episode, we discuss how Walgreens went from “pharmacy behemoth to distressed retailer”, the biggest lesson from its downfall, and where the company goes from here. Join Senior Director of Podcasts and host Marcus Johnson, and Senior Analysts Rajiv Leventhal and Zak Stambor, for the conversation. Listen everywhere and watch on YouTube and Spotify.

On today’s podcast episode, we discuss how Mint Mobile was able to stand out before a celebrity like Ryan Reynolds joined the team, how he helped them break the marketing mold, and lessons learned along the way to becoming a billion-dollar valued company. Tune in to the conversation with Director of Podcasts and host Marcus Johnson, our Senior Director of Briefings Jeremy Goldman, Vice President Suzy Davidkhanian, and Strategic Advisor to Mint Mobile Aron North. Listen everywhere and watch on YouTube and Spotify.

On today’s podcast episode, we discuss how Amazon has made themselves even more essential to customers, why “they can’t make physical stores work”, and how its advertising business is getting on. Tune in to the episode with Senior Director of Podcasts and host Marcus Johnson, Analyst Rachel Wolff, and Senior Director of Briefings Jeremy Goldman. Listen everywhere and watch on YouTube and Spotify.

While Gemini and cloud services drive record revenues, competition and global regulatory actions threaten its monopoly, particularly in search and advertising ecosystems

On today’s podcast episode, we discuss what’s fueling Amazons online shopping revenue, how much its advertising business is contributing to its total revenue, and how significant its cloud business has become. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Analyst Rachel Wolff.

US B2B digital ad spend will increase by 14.9% this year to reach $18.34 billion, per our August 2024 forecast.

On today’s podcast episode, we discuss the impact of California not signing a controversial AI bill into law, what to watch for next in terms of state or federal AI rules, and how OpenAI is evolving after some high profile departures and a pivot towards a for-profit business model. Join host Marcus Johnson, along with analysts Jacob Bourne and Grace Harmon, for the conversation.