Media habits keep evolving as digital gains ground faster than traditional declines. Video is absorbing more attention, screens are doing more of the work, and the central battle is for a share of limited consumer time.

The news: Google is bringing Gemini AI to the living room. Starting in October, Gemini for Home will replace Google Assistant on Nest speakers and displays, per The Verge. Gemini for Home opens new channels for contextual, voice-driven ad engagement inside households. With millions of Nest and Google Home devices expected to get the upgrade, the scale is massive and the stakes are high. Our take: Gemini for Home lets Google fuse search ads with household AI. But winning against Amazon will depend on trust, adoption, seamless ad integration, and pricing. Google’s challenge is making its service compelling enough to drive adoption and subscribers.

US consumers will spend 8.6 hours daily with digital media in 2025. How they divide that time across devices is evolving as video content drives strong growth in connected TV usage.

Don’t count Roku out: The CTV provider hit 90 million US households, cementing its leadership even as the sector undergoes major consolidation.

Mobile ad spending reaches $203 billion: Desktop grows steadily, but its share falls below 25%, reflecting the continued platform shift.

Roku wants to open the CTV door for small and midsize brands: A partnership will allow brands to repurpose ads designed for social media to run on its platform.

Roku’s original content gives it an edge in CTV: A deal with Google highlights how content offerings allow Roku to reach viewers outside its hardware net.

On today's episode, we discuss password sharing and live sports on Netflix, what the definition of "convenience" is, if awards shows have turned things around, where we spend time with connected devices, sweetgreen's plan to automate all stores in five years, who invented the card game Uno, and more. Tune in to the discussion with our director of forecasting Oscar Orozco, vice president of Briefings Stephanie Taglianetti, and analyst Max Willens.

Consumer device and behavior trends are affecting payment providers’ strategies across retail, P2P, B2B, disbursement, and cross-border channels. Here’s what that means for the payments ecosystem.

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.

We expect 2023 to usher in changes in ad spending, audience, and commerce that will create a new crop of digital leaders.

By 2026, nearly 30% of US consumers’ average retail spending (excluding food and beverage sales and ticketing) will be made using proximity mobile payments, as providers look to build on the pandemic-driven adoption of the technology.