On today's episode, we discuss how much Netflix's new ad tier has helped subscriber growth, how the impending launch of its password-sharing initiative will play out, and what happens now that Reed Hastings has stepped down as CEO. "In Other News," we talk about how Peacock can right the ship and how many streaming services the average American subscribes to. Tune in to the discussion with our analysts Daniel Konstantinovic and Paul Verna.
Focusing on culture, values, and relationships will help bring in new employees. And tech investment won’t just benefit customers.
Their earnings largely reflected the same results as US banks reported, though their profits weren’t hit as hard by loss provisions.
LevelField’s acquisition of an FDIC-insured bank likely won’t be enough to harmonize digital and traditional assets.
Can Google coast comfortably through a challenging 2023? The search and advertising giant’s Q4 foreshadows slow growth, revealing cracks in its empire.
TikTok is competing with just about everyone, according to our analyst Jasmine Enberg. Its lower costs per thousand are helping it pull ad share away from platforms like Meta, while its appeal to Gen Z consumers is pulling search dollars away from Google and Amazon. But it can play nice too, a strategy the platform has had to adopt in Washington to avoid a total US ban.
Gen Alpha is still a nascent generation, but technology is already a constant in their lives: 36.0 million US children are active internet users, exceeding teen internet users by 11.4 million, per our forecast. This is the data you need to understand the future Gen Alpha.
Previously, we didn’t expect video to hit the 50% milestone until after 2024. With advertisers preserving more of their social video budgets during the downturn, this trend was accelerated.
Where people work and live has changed—for the long haul: Retailers and restaurants that cater to downtown office workers need to adjust to the new normal.
Digital ad spend will grow the fastest in Latin America this year, with Peru leading the pack, according to our forecast. While Argentina and Chile will also rank high by this measure, none of the three countries will crack the global top 10 for total digital ad spend.
Strong North American sales helped Starbucks overcome a steep COVID-19-related drop in China: But the company’s decision to devalue its rewards program coupled with its unchanging anti-union stance could come back to bite it.
Sick of disappointing retail news? So are we. Just like we’re sick of paying $6 for a carton of eggs. Some good news: US employers added 30,000 retail jobs in January, offering a big boost after a sluggish second half of 2022, when retail jobs fell for three consecutive months from September to November and were stagnant in December. Here are some more positive indicators.
What’s the greatest value of telehealth? The debate over telehealth’s ability to reduce healthcare spending doesn’t tell the whole story of how virtual care benefits providers and patients.
Doctors are still stressed out: The pandemic’s effects on physicians have been severe, but many are learning to cope
Is Amazon’s One Medical deal anticompetitive? We think the FTC’s potential antitrust suit against Amazon will leave the primary care deal unscathed.
Pressure to drop TikTok from app stores intensifies: Following the removal of TikTok from various government and educational institutions, US senators are urging app stores to drop the controversial app.
Meta’s vow of efficiency marks renewed optimism: Meta shares rally after analysts upgrade stock due to Meta’s new, leaner direction. Meanwhile, the company continues to spend billions on an unrealized metaverse pivot.
Spanish Twitch streams are seeing explosive growth: Usage is high, and the underdeveloped ad market supporting the platform has room to mature.