No AI bubble in sight: Strong general-purpose and specialized tool adoption alongside new revenue opportunities could keep the technology’s hype high, but there are limits to growth.
Why empty offices may be the biggest threat regional and community banks face: Investors and regulators see heavy portfolios of commercial real estate as flashing danger signs. Let’s hope depositors remain calm.
On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how standardization can unlock retail media spend, when we are likely to see it, and where the future of targeting is headed. Then for "Red-Hot Retail," our analysts give us some spicy predictions about the future of retail media ad buying. Join our analyst Sara Lebow as she hosts analyst Max Willens and vice president of business intelligence at Advertiser Perceptions Nicole Perrin.
On today's podcast episode, we discuss the largest discrepancies in terms of where folks spend their media time versus where advertisers spend their money, and how advertisers should adjust accordingly. "In Other News," we talk about the Comcast-Walt Disney Co. negotiations centered around Hulu's ownership and whether YouTube's new NFL Sunday Ticket features will be enough to attract viewers and advertisers. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood.
Patreon diversifies beyond payments with chat rooms: Is this enough to ensure its sustainability as a standalone service?
YouTube will hit $7.36 billion in US ad revenues this year, per our forecast, compared with TikTok’s $6.19 billion. YouTube will have 236.1 million US users this year compared with TikTok’s 102.3 million.
US digital ad spending growth will decelerate to 7.8% YoY in 2023, its slowest pace in 14 years. The individual industries we track are generally following the national trend, but the timing and pacing of their slowdowns are playing out differently. For some industries, the outlook is fairly positive.
Retail theft soars in the UK: John Lewis, Tesco, and others recently voiced concerns that shoplifting is hurting their profits and causing consumers to feel uneasy about in-store shopping.
Target bets that jewelry will convince shoppers to spend during the holidays: The retailer struck a deal to carry exclusive Kendra Scott jewelry and accessories.
Mcommerce will account for almost half (49.8%) of US ecommerce sales by 2027, according to our forecast.
Amazon’s end-to-end supply chain solution is a sign of the company’s shifting ambitions: The retailer is focusing on its flourishing merchant services and advertising businesses as ecommerce sales growth slows.
Geek Squad helps improve patients’ care plan adherence: Best Buy Health and Geisinger expanded their chronic care management partnership. We think Best Buy’s Geek Squad value prop puts it ahead of other behemoths in home healthcare.
Young patients want their wearable health data sent right to clinicians: But this vision for connected health won’t become a reality anytime soon.
Doctors without (state) borders: Almost one-quarter of all US physicians have two or more active state licenses—a record high. Demand for telehealth services will likely keep those numbers growing.
Emphasizing health, environmental awareness, machine learning, and the mandated USB-C standard indicates the innovation taps are running dry.
Cannabis ads enter the mainstream: Spotify allows Cresco campaign, signaling a growing shift toward normalization.
Disney and Charter’s carriage fee clash is a landmark moment: A new deal includes Disney+ and ESPN subscriptions for the linear TV service’s customers.
Microsoft, Google guzzling municipal drinking water for AI: Applying the technology to sustainability use cases will lower the enormous costs that come with deploying AI commercially.
eBay’s consignment business is its latest play for luxury shoppers: The marketplace is betting on luxury to turn its fortunes around.
Did DirecTV and Intuit mislead consumers with ads? The NFL called out a “deceptive” DirecTV football ad, while the FTC ruled against Intuit for its “free” service ads.