The fundraising highlights the industry’s interest in alternative credit models

Integrating credit cards with the UPI will be a game changer for card volume in India

On today's episode, we discuss whether Meta has officially bounced back, what to make of Threads at this point, and what Meta's metaverse plans will look like in 2024. "In Other News," we talk about the impact of TikTok's new text-only posts and what happened to social media app Lemon8. Tune in to the discussion with our analyst Debra Aho Williamson.

“Google is facing increasing competition on every front, and a good quarter of growth is helpful to bolster its position,” our analyst Evelyn Mitchell-Wolf said on a recent “Behind the Numbers” podcast episode. She explains what’s impacting Google’s recent growth, the challenges it’s up against, and how the company is bracing for competition.

Retail media has been buoyed by consumer packaged goods companies and grocery brands looking to get their products in front of shoppers closer to the point of purchase. But now, other categories are looking to join the party: nonendemic advertisers.

On a July 28 earnings call, Procter & Gamble CFO Andre Schulten emphasized retail media’s position as one of many marketing strategies.

More US consumers are engaging in money-saving activities (like using coupons or shopping for deals) in 2023 than they did in 2019. The number of US consumers doing more comparison shopping online in particular has risen by 17 percentage points from 2019 to 2023.

Shipt goes after Gen Z with latest membership offering: The Target-owned delivery service will begin offering college students discounted subscriptions as it faces growing competition from Uber and DoorDash.

Is TikTok Shop a must-have for US merchants? While TikTok commerce is gaining in popularity, the platform’s Shop feature has hit some roadblocks—our recent report investigates.

Chatbots are retailers’ favorite application of generative AI: DoorDash, Ssense, and Shopify are the latest companies to roll out AI-assisted chatbots to deliver more value to customers.

Digitally native brands look for a new D2C playbook: Brands are embracing wholesale, physical retail, acquisitions, and even selling on Amazon to regain momentum and achieve profitability.

National CineMedia (NCM) announced Monday that it will sell movie screen inventory programmatically starting in Q4 of this year. Most US programmatic display ad spend growth comes from video, which will grow 30.2% between 2023 and 2025 for a total of $96.98 billion, per our forecast. NCM wants in on that growth.

Caught off guard by new rules, manufacturers scramble to acquire import licenses. New measures support India’s self-reliance and production goals but could result in tech shortages.

TikTok aims to transform Gen Z engagement into product sales, challenging local shopping apps despite potential future regulatory issues and existing competition.

Google, Accenture under fire for allegedly violating labor laws: A labor dispute accuses Google of union busting. The outcome could affect how the tech industry relies on contractors.

Apple’s iPhone sales slump continues, subscriptions set record: Robust services revenue is helping to keep Apple afloat and pay for the AI R&D it’ll need to take on rivals.

Disney says goodbye to the metaverse: Division head Mike White left after the company laid off its 50-person metaverse team.

Most viewers can tolerate ads, actually: Only 16%–17% of viewers can't tolerate them, per Hub Entertainment research, suggesting room for further AVOD growth.

“Barbie” is the top-searched term on Amazon. Shopify has seen a 56% increase in doll sales. And despite a fall in Q2 Barbie doll sales, Mattel believes there will be significant growth for the property in the coming months and years. All of this has Greta Gerwig’s movie to thank.