New GLP-1 users are more likely to have obesity than diabetes: The trend is concerning for some patients, but not for Big Pharma.
Headway’s valuation hits $2.3B after closing its Series D: The startup tackles two big problems in the mental health space. Investors are paying close attention.
Humana’s CenterWell to open senior primary care clinics at Walmart stores: Despite recent headwinds in the retail primary care space, we think CenterWell’s deal with Walmart will prove to be symbiotic.
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.
Microsoft blames the global CrowdStrike IT disruption and $5 billion in losses on an EU ruling requiring third-party access. Security is a strong argument against opening platforms.
NBA lands historic media deals: New agreements with Disney, NBC, and Amazon promise expanded coverage and increased accessibility for fans.
Bundles solidify streaming leaders’ dominance: Warner Bros. and Disney are offering a heavily discounted bundle ahead of Venu Sports launch.
Last week, EssilorLuxottica, parent company of Ray-Ban and other eyewear brands, announced the acquisition of streetwear brand Supreme from VF Corporation. It’s a strange move for EssilorLuxottica.
Hasbro and Mattel smell opportunity despite category headwinds: Both companies expect performance to improve in the second half of the year, driven by kidult demand and their IPs.
Volatility in semiconductor stocks and Google’s meager Q2 ROI on AI triggered a $1 trillion tailspin. Upcoming Big Tech earnings can restore confidence or amplify AI anxiety.
Competition intensifies in a market that’s quickly diversifying to suit more use cases. Read online
On today’s podcast episode, we discuss this years Prime Day. Was Amazon's ad platform breaking on the day a big deal, how other retailers event day behavior is changing, and how the shopping holiday is impacting the back-to-school season. Listen to the conversation with our analyst Sara Lebow as she hosts analysts Sarah Marzano and Zak Stambor.
50% of US shoppers use retail apps to get the best prices, according to a May 2024 SPAR Group report.
Google put a lid on its cookie deprecation plans on Monday, proposing that rather than deprecate third-party cookies, it would prompt Chrome users to “make an informed choice” on how they share their data with advertisers, according to a blog post from Anthony Chavez, vice president of Google’s Privacy Sandbox.
Impressive Q2 results for Alphabet: Google's search and YouTube ad revenues fuel substantial growth, highlighting the company's strategic focus on high-growth areas.
Office furniture demand grows as RTO pushes gain intensity: The increase in “office busyness” is also benefiting surrounding restaurants and retailers.
Saks makes San Francisco store appointment-only as part of focus on luxury consumers: While the move will make it harder for shoppers to wander in, it could deter theft and reduce operating costs.
ViX subscriptions offset TelevisaUnivision’s linear drop off: The Spanish-language media company expects its streaming service to post a profit this year.
EV sales growth slowed significantly in the first half of the year: Many consumers remain skeptical about the technology, driving Tesla, GM, and Ford to shift gears.
Microsoft, Meta, and AWS work together to break Google’s stranglehold on mapping services by developing open map data sets for general availability