On today's episode, we discuss the appeal of Prime Video with ads, why we might see more honest and transparent advertising, the inevitability of face computers, Netflix's chances of becoming a significant gaming hub, how the average retirement age is changing and more. Tune in to the discussion with our analysts Ross Benes, Blake Droesch, and Max Willens.
Meta looks to build for the future: Threads and Reality Labs come into focus as potential long-term growth engines.
It’s easy to understand the appeal of brand extension: Carhartt, lululemon, and Christian Louboutin are among the brands pushing into new markets to accelerate growth.
Booming demand for Uggs and Hokas lifts Deckers to record quarter: The company sees plenty of opportunity for growth ahead as it focuses on its D2C business.
Mattel faces activist pressure amid falling toy sales: The company is being pushed to offload its struggling American Girl and Fisher-Price brands.
Apple leans into AI following a questionable earnings report: It beat expectations but not to the degree that investors are looking for. Apple knows the iPhone needs a generative AI upgrade.
Amazon shoppers, meet chatbot Rufus: It’s part of a broader trend of Big Tech weaving AI into existing products and services. But it’ll have to live up to customer expectations.
WPP restates its commitment to AI with $318 million: The annual investment is a sign that the industry’s leaders think the future is centered on AI.
What Wednesday’s fiery Senate hearing means for social media: Tech CEOs apologized to parents and voiced support for legislation during a long, tense session.
“Understanding how consumers are spending their time and money is paramount to your business being successful,” our analyst Jeremy Goldman said on “The Future of Digital 2024” webinar. Here are three shifts in media consumption, purchasing behavior, and mobile usage, and how each is prompting new advertising strategies in streaming, social search, and gaming.
But regulatory challenges could dampen Amazon’s growth prospects: The retailer, along with other ecommerce marketplaces, could soon become responsible for the safety of all items sold on its platform.
Shoppers made a record number of Amazon purchases this holiday season: Strong consumer spending coupled with momentum in its ad business helped propel Amazon’s earnings well past expectations.
US grocery store displays averaged 80.3 per store in 2023, a decline 10.2 from 2018, according to Q3 2023 data from Circana.
Bud Light’s sales are down nearly 30% YoY: A turnaround appears unlikely anytime soon after the brand once again stepped on a rake by partnering with controversial comedian Shane Gillis.
Digital health startups to watch: We spotlight pharma disruptor SmithRx and price transparency platform Turquoise Health on the back of fresh funding.
Fewer breaches, more compromised patient records: Cyber criminals are training their attacks on healthcare’s connected systems, often finding troves of patient data through third-party vendors.
More companies discontinue GLP-1 coverage: Drugmakers reaching sky-high valuations from selling GLP-1s may soon have to decide if it’s worth lowering the price of the meds.
UMG and TikTok clash over music rights, AI: The label is pulling its catalog from TikTok amid a pay dispute and the app's test of AI music features.
The New York Times learns to live with AI: Amid a lawsuit with OpenAI, the publisher looks to safeguard journalistic integrity while promoting financial interests.
Google One approaches 100 million subscribers: It’s balancing sluggish ad revenue with gains in subscription and cloud services. Future success calls for more income streams.