The news: Capital One’s net revenues increased 25% QoQ to $12.5 billion—one of the many dramatic changes after its merger with Discover.Our take: The scale of Capital One’s merger is eyewatering. As the issuer looking to maximize its yields, it can both offer more attractive credit and debit products within a regulatory environment that is friendly to ambitious growth.

On today’s podcast episode, we discuss how anti-US sentiment, live tourism, and tariffs are all shaping people’s 2025 summer travel plans. Join Senior Director of Podcasts and host Marcus Johnson, Vice President of Research Jennifer Pearson and Analyst Rachel Wolff. Listen everywhere and watch on YouTube and Spotify.

China’s retaliation rattles markets, but Big Tech could offset losses by leaning into AI, services, and subscriptions—if consumers still bite.

On today’s podcast episode, host Bill Fisher, forecasting writer Ethan Cramer-Flood, and analysts Matteo Ceurvels and Man-Chung Cheung discuss why there are so many different types of advertising bans in different countries, if they work, and the economic costs.

In today’s episode, host Bill Fisher is joined by Paul Briggs, Man-Chung Cheung, and Carina Perkins to discuss the broadcast winners of the Paris Games, how Olympic viewing habits are changing, and what to keep in mind when advertising during the event.

Alibaba, Amazon, and Mercado Libre dominate retail ecommerce in different parts of the world. Here’s a look at how these marketplaces stack up, in seven charts and graphics.

Samsung leads in next-gen chip production: Production of Samsung’s 3-nanometer chip leaves rivals like TSMC and Intel scrambling. And chip innovation is quickly outpacing the speed of legislating subsidy bills.

Silicon Valley goes global: The Great Resignation and remote work have pushed tech companies to hire international software developers. It could significantly change Silicon Valley and emerging tech hubs worldwide.

Apple dominates surging smartwatch sales, but Google is entering the fray: Growing interest in smartwatches and headphones in emerging markets like India indicate potential for Google and partners to grow Android’s ecosystem with devices like the new Pixel Watch

The internet will have 4.55 billion users worldwide this year, up 2.6% over 2021. This amounts to 57.4% of the general population.

Cooling consumer demand drives down Q1 PC sales: PC makers need to attract consumer and educational markets with compelling 2-in-1s, gaming PCs, and tablets in coming quarters.

For the second year in a row, the pandemic was a major influence on media consumption and device ownership.

In a tumultuous year for advertising, every market we cover except China will experience a decline in ad spending, and Google will see its first ever contraction in digital ad revenues.

As the coronavirus pandemic renders the population of the UK largely housebound, media consumption patterns will invariably change. Certain media types (such as physical print) will falter, but video (TV and digital) looks set to benefit most.

Over the past year, marketers and consumers have become more aware of location data’s capabilities. This report looks at its growing utility and surrounding privacy concerns.

Digital will account for 50.1% of total media ad spending in 2019, reaching the halfway mark for the first time.