Meta’s strong earnings have one dark spot: Slow user growth made investors flinch as competition for consumer attention peaks.
Even so, it’s laying off workers as it dives into value-added services and non-card payments
Understanding these moments gives banks a chance to forge emotional connections.
Recent acquisitions and service launches will help it maintain momentum
While this is a win for Klarna, merchants may not want to take on the higher transaction costs that sometimes come with BNPL plans
Record Prime Day sales, booming ad business powered Amazon to Q3 earnings beat: The retailer expects to carry that momentum into Q4.
AI and ad revenues lift Microsoft’s fiscal Q1: Company’s AI-powered ad platforms draw advertisers amid enterprise cloud gains.
On today’s podcast episode, we discuss why mega-pharmacies are struggling, why 7-Eleven is closing and opening a lot of stores, and what the new model of convenience will look like. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson and Senior Analysts Blake Droesch and Rajiv Leventhal.
DoorDash partners with Lyft: The combination should make the delivery service a stronger competitor to Uber, which offers members of its Uber One service free food delivery and discounted rides.
Chinese consumers aren’t buying as much beer as they used to: Anheuser-Busch InBev and Carlsberg both reported bigger-than-expected volume declines in Q3.
Nintendo’s moves into music streaming and pricey alarm clocks feel like filler as fans await the overdue Switch 2.
Walgreens expands D2C telehealth to 30 states: We examine how the move aligns with Walgreens’ strategy to rightsize its retail pharmacy business.
GoodRx moves into health and wellness e-commerce: We explore why GoodRx could be a good distribution channel for consumer health and pharma brands.
Oracle unveils AI-powered EHR system: We think it could help the vendor capture market share from smaller players in the space because convincing Epic’s customers to switch platforms will be a tough sell.
Peloton stock jumps by double digits: The connected fitness company’s focus on profitability is paying off, with Q1 FY25 revenues cleanly surpassing expectations.
Roku Q3 results emphasize ad-supported growth: Increased streaming hours and accounts offer advertisers valuable inventory.
Meta’s ad revenue soars in Q3, yet costly data center investments and metaverse losses weigh on future profitability.
Roblox soars in Q3 despite critical reports: The company saw significant user and revenue growth and restated its commitment to child safety.
Microsoft reveals a strong Q1, driven by AI-powered products, but saw a 6% share dip as investors worry about Azure growth and OpenAI-related costs.