On today's podcast episode (part 2), we discuss what the end of cookies means for publishers, what new media business models look like, and who's done the best job of pivoting to digital. "In Other News," we talk about when brands should disclose that they have used AI and whether Spotify's new video learning courses can move the needle. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Daniel Konstantinovic.

In 2024, in-app video ads will capture over 30% of total US mobile advertising spend for the first time. Driven by placements in social media, YouTube, and OTT apps, in-app video ad spending will increase 20.4% YoY in 2024 to reach $61.11 billion. It will account for over half (58%) of the $105.93 billion in US video ad revenues and nearly 90% of mobile video ad revenues.

Walmart nudges marketplace sellers toward its logistics services: The retailer raised return shipping rates for seller-fulfilled orders while keeping rates for orders shipped via Walmart Fulfillment Services unchanged.

Tough macroeconomic conditions in Europe could hinder high-end retailers’ growth: The parent company of Calvin Klein and Tommy Hilfiger offered tepid guidance due to challenges in key European markets.

Loyalty is a ‘top enterprise priority’ as Target tries to get sales back on track: The retailer’s latest marketing blitz will promote its revamped loyalty offerings.

Perplexity to integrate ads in its AI search: The startup is aiming to draw bigger advertisers and compete with giants like Google.

The changing face of social media creator income: As growth in sponsored content ebbs, alternative revenue streams make headway.

The company reversed its discount strategy despite growing competition. It’s now struggling in a shifting global EV market as hybrid sales surge

Apple’s latest AI outperforms OpenAI’s GPT-4 in contextual understanding: Its ReALM AI model could redefine user experiences across its fast-growing Services segment. But antitrust pressure poses a barrier.

More consumers are shopping online for household essentials, including food and beverages and health, personal care, and beauty products. The two categories are expected to see the most growth in their share of ecommerce sales from now until the end of our forecast period in 2028. Here’s a closer look at the state of US ecommerce, why household goods are fueling the market, and the consumer behavior steering it all.

Amazon takes the bells and whistles out of its brick-and-mortar grocery experience: Amazon Fresh stores will no longer feature Just Walk Out as the retailer focuses on making its stores more inviting.

Retail clinics trail other providers in healthcare delivery: They may not be the market disruptors we once believed. Here’s why.

New power for digital stethoscope: An algorithm to help spot heart failure just won the FDA’s ok, and it’s backed by clinical evidence.

Insurers face reduced pay rates: Medicare Advantage insurers will see rates trimmed next year, adding pressure on firms like UnitedHealth and Humana to adapt. We could see MA benefits get slimmer.

Its latest AI model clones voices from short clips for varied applications. OpenAI is taking a cautious approach and leaning on partners to ensure ethical use.

Despite an initial stock surge, TMTG's weak fundamentals and Trump's legal challenges cast shadows on Truth Social's market prospects: Its sustainability as an ad platform remains highly questionable.

Discord’s advertising debut must be carefully managed: The gaming and messaging app risks alienating consumers in its pursuit of revenue growth.

Chip maker NVIDIA last week launched a pre-roll ad product for cloud gaming that makes video game advertising look a lot more like connected TV (CTV).

Deleting billions of data records is a first step to restoring user privacy but could come at the expense of crucial advertising data.