Account holder growth and engagement drove its first profitable quarter. Read online

On today’s podcast episode, we discuss the three big questions surrounding Netflix right now: Will leaving Warner Bros. Discovery behind be a good long-term move? Can Netflix double its advertising revenue this year? And will the streaming giant be okay after its co-founder Reed Hastings leaves the company? And more. Join Senior Director of Podcasts and host Marcus Johnson, along with Senior Analyst Ross Benes and Senior Editor of our Marketing and Advertising Briefing, Daniel Konstantinovic. Listen everywhere, and watch on YouTube, Apple, and Spotify.

On today’s podcast episode, we discuss the three big questions surrounding Amazon right now: Can it maintain its ad revenue momentum in 2026? Is AI spending a problem? Is it ready for agentic commerce? And more. Join Senior Director of Podcasts and host Marcus Johnson, along with Analysts Marisa Jones and Rachel Wolff. Listen everywhere, and watch on YouTube and Spotify.

The average annual cost of homeowners insurance in the US has reached nearly $2,370, a 70% increase over the last 5.5 years, per Yahoo Finance. This makes it one of the fastest-growing costs of homeownership, outpacing increases in home prices, mortgage rates, and property taxes. In most cases, insurers can’t just cut prices. But they can lower risk in ways that help bring premiums down. For example: Offering discounts for mitigation efforts Rewarding good maintenance Using AI and satellite data Offering apps or dashboards

The news: Circle reported $658 million in total revenues and reserve income in its first quarterly earnings as a public company, amounting to 53% growth YoY. USDC in circulation also jumped 90% YoY to 61.3 billion by the end of the quarter. Net losses hit $482 million, which largely accounted for IPO-related non-cash charges totalling $591 million. Our take: Circle’s early mover status and the newly passed GENIUS Act are working in the stablecoin issuer’s favor. Circle anticipates a 40% annual compound growth rate for USDC. If it can establish the most efficient and easy-to-use infrastructure for the nascent stablecoin industry, it can garner lasting loyalty from financial institutions.

The news: Lululemon beat earnings expectations and met revenue forecasts in Q1, but softening demand in its core Americas market cast a shadow over the results. Our take: Even premium brands aren’t immune to macro pressures. As consumers grow increasingly cost-conscious, discretionary purchases—especially those with big price tags—are easy for consumers to postpone. Lululemon’s challenge now is not just product innovation, but convincing shoppers its value proposition is worth the premium.

Incrementality has always been the holy grail of retail media. But lately, it’s taken on greater importance as ad budgets are squeezed and retail media networks (RMNs) fight for their share of ad dollars.

Lowe’s expects to push past stiff headwinds this year: The retailer maintained its guidance of flat to 1% YoY comparable sales growth despite a stagnant housing market and macro uncertainty.

This might improve customer loyalty and satisfaction.

On today's podcast episode, why X is continuing to lose users, if they can turn their ad revenue fortunes around, and what the social media platform might morph into next year. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Analyst Daniel Konstantinovic.

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.

On today’s podcast episode, we discuss what’s behind Google’s recent ad revenue growth, how OpenAI fusing SearchGPT to ChatGPT will affect them, and where we’re at with the search giant’s two major antitrust cases. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson and Senior Analyst Evelyn Mitchell-Wolf.

On today's podcast episode, we discuss how much Google’s ‘AI Overviews’ can drive ad revenue for the company, which platform is most likely to chip away at its search lead, and what will be the most likely outcome from its antitrust trials. Tune in to the discussion with host Marcus Johnson, director of Briefings Jeremy Goldman and analyst Daniel Konstantinovic.

Microsoft reports strong Q4 FY24 results with 19% surge in search and ads: The company’s next challenge will be to prove its AI investments can fuel continued growth.

On today's podcast episode, we discuss why Netflix was able to grow subscribers and revenue by such an unexpected amount, the biggest question surrounding its ads business, and the most significant threat facing Netflix at the moment. Tune in to the discussion with host Marcus Johnson and analyst Daniel Konstantinovic.

Netflix reports strong Q2 growth: Subscribers surged to 8.05 million, with ad-supported tier driving revenues and engagement.

For a fee, the bank’s new media solutions team will let retailers target customers based on spending habits.