Amazon doubles down on D2C healthcare: Amazon Clinic now offers video telehealth visits in all 50 states, adding to its previous text-messaging services. But will consumers trust the Big Tech giant with their personal health data?
Signify Health adds in-home kidney health evaluations: We explore how its expanded services dovetail with CVS’ other healthcare businesses.
Hims & Hers’ new offering combines sexual health and heart health: Preventative care services via a single-pill therapy could increase Hims and Hers’ already impressive retention rates.
On today's episode, we discuss whether Netflix's password-sharing crackdown is actually working out, why the company got rid of its basic ad-free plan, and whether sticking to sports-adjacent programming is the right move. "In Other News," we talk about whether The Walt Disney Co. might be bailing on TV too soon. Tune in to the discussion with our analyst Daniel Konstantinovic.
News publishers push back against Big Tech: New global laws mandate payment for content use.
Amid Hollywood strike, SAG-AFTRA defends interim agreements: Critics argue they might inadvertently benefit AMPTP.
Strong mobility and food delivery demand helped power Uber to its first operating profit: The platform saw an increase in both users and order frequency.
10 companies could benefit the most from an AI-driven economic rift: Tech firms are among the biggest AI adopters, which is creating a divergence in investment that could trigger major economic consequences.
Elon Musk chides energy executives over grid efforts: AI is part of a growing strain on electricity supplies that could hinder its own development and exacerbate a crisis.
On today’s episode, host Bill Fisher is joined by our analysts Paul Briggs, Matteo Ceurvels, and Carina Perkins to examine what impact global economic turbulence is having on retail and ecommerce in different markets.
Faster is better when it comes to ecommerce delivery times: Amazon and Walmart leverage automation, limiting the distance items travel to quickly get online orders to shoppers’ doors.
BNPL valuations have been slashed across the board, setting the stage for consolidation within the industry
Their partnership on Apple Card will likely soon be over, as Goldman doesn’t see near-term profitability in it
It faces fierce competition from Toast, Square, and other major providers
Greenwood and The Gathering Spot settle their differences: Publicity around the founders’ dispute highlights the higher standards that customers hold their affinity banks to.
Crypto takes a step toward regulatory clarity: Two bipartisan bills, Fit21 and the Blockchain Regulatory Certainty Act, have passed votes in Congress. But is that enough to regain public trust?
Generative AI is prying open tech budgets: AI can augment existing roles in marketing and customer service, enhancing their efficiency—but retaining human oversight remains critical in such a highly regulated industry.
US banks are staring down tough competition and squeezed margins as they enter the back half of 2023. In response, they’ll revamp their marketing strategies to win key customer segments and preserve their bottom lines.
Retail media is outpacing non-retail media in growth in US search ad spend. As performance-driven advertisers push closer to the point of sale, companies like Amazon benefit. Here’s what’s behind retail media’s search success.
There will probably be a federal privacy law, eventually. Most US consumers support federal regulation of data privacy, and the majority has grown stronger every year since 2020, according to a 2022 report from 451 Research.