While Instagram giveth, Facebook taketh away. The Meta-owned platforms face diverging futures. Instagram's US user base will increase by 4.0% this year to 128.3 million, while Facebook's will decline by 0.8% to 178.3 million.

Big Tech gets corrected: Tech industry stocks have taken a beating so far in 2022, but given the pandemic’s upheaval, it shouldn’t come as a surprise. Another reincarnation looms.

US TikTok users will spend more time with the social media platform this year than YouTube users will spend on YouTube. This difference will be just about a fraction of a minute but will expand in years to come.

Meta freezes hiring and reduces metaverse investment: Months after an audacious pivot into its VR future, Meta is contending with declining ad sales growth. Will the future wait for Meta to sort itself out?

Two years in, Meta’s latest ecommerce effort fails to resonate: Ecommerce could soften the blow to its ad business, but it’s struggling to catch on.

Two years in, Meta’s latest ecommerce effort fails to resonate: Retailers are frustrated by the lack of basic elements, such as the ability to display products in multiple colors.

On today's episode, we discuss what to make of Meta's turnaround user growth and slowing ad sales. "In Other News," we talk about the most important thing to pay attention to when it comes to influencers this year and whether Reels is Facebook's future. Tune in to the discussion with our analyst Jasmine Enberg.

Meta earnings didn’t quite disappoint: After a particularly challenging prior quarter, Meta didn’t quite right the ship, but it did staunch the bleeding.

Meta released its Q1 2022 earnings, revealing the company's slowest revenue growth since going public, for a total of $27.91 billion. Daily active users bounced back by 30 million users to 1.96 billion, following the platform’s first-ever drop in Q4 2021.

Meta is making a modest step into physical retail: Facebook’s parent company is opening a store on its Burlingame, California, campus to let consumers try its metaverse hardware products.

Podcast listening keeps making gains, and the medium is becoming a bigger part of marketers’ audio strategies.

Contractual issues have reportedly stalled its plans to let users send money to businesses via WhatsApp.

‘This is what we’ve always needed’: We talk with Delta CleanTech’s Lionel Kambeitz about what Big Tech’s plan to invest $925 million in carbon removal technologies means for his industry.

The metaverse is expected to be a major disruptor across industries, but it's still early days for the emerging realm. In this report, we look at how different markets are embarking on their own metaverse business models.

WhatsApp looks to take group messaging to a new level: Communities feature allows separate groups to unite with encrypted communications.

Our analyst Andrew Lipsman is joined by Sara Livingston, head of customer solutions at Rockerbox, to discuss where direct-to-consumer (D2C) brands' Facebook ad budgets are flowing since iOS tracking changes disrupted ad targeting and measurement last year. Find out why Google, TikTok, and connected TV are capturing more spend and how D2C budgets are likely to migrate in the coming years.

TikTok’s hold on the social media industry is impossible to ignore: The video app and other visually oriented platforms thrive with key demographics.

Dimon warns of competition diminishing banks’ role in financial services: The JPMorgan Chase CEO’s annual letter to shareholders identified rising competitors and defended tech spending as necessary for maintaining the bank’s standing.

3D advertising on rise as brands step toward the metaverse: Twitter and Meta are banking on new ad types to propel growth.

The super app model is moving to the West and will upend how consumers interact with financial services. Banks must start preparing now to make the changing tide work to their advantage.