Are streaming services inflation-proof? Streaming revenues grew in Q3 despite concerns that inflation and fatigue would lead to subscription cancellations.
Despite the Basic With Ads subscription tier being released just two weeks ago, we’re forecasting Netflix will see US ad revenues of $830 million in 2023, growing to $1.02 billion in 2024. It’s an impressive acceleration in ad revenues, but it puts the company behind a few streaming rivals.
With Black Friday just a week and a half away, the holiday shopping season is upon us. And for every perfect gift that consumers cross off their lists, there’s bound to be one or two that miss the mark. Retailers are already preparing for the inevitable pile up of returns, which is good because those costs can swell quickly.
British supermarket Morrisons became the latest UK retailer to unveil its own retail media network in September. It follows similar moves by Tesco, Boots, and Sainsbury’s—heralding an acceleration of retail media in the UK. This Analyst Take will explore what’s driving the shift, as well as our predictions for the future of UK retail media networks.
Tesla’s self-driving is like a ‘drunken, suicidal 13-year-old’: Green Hills Software’s CEO is on a mission to sink Tesla’s Full Self-Driving release. He’s being ridiculed, but consumer surveys indicate agreement.
On today's episode, we discuss the controversies surrounding this year's World Cup, digital's role in the tournament, and which World Cup campaigns have caught our eye thus far. "In Other News," we talk about the six-month outlook for B2B marketers and whether someone is looking to buy Roku. Tune in to the discussion with our analysts Dave Frankland and Paul Verna.
Things are looking up for Walmart: The retailer made headway on its inventory glut and gained grocery share in Q3, but discretionary categories struggled.
Retail sales rose 1.3% in October: That suggests retailers were successful in pulling the holidays forward. However, Target’s Q3 earnings show what consumers are buying is changing.
Privacy-tracking fines are piling up for Google: Tracking users without their consent has consequences. But million-dollar fines for billion-dollar profits are a slap on the wrist.
Nielsen suspension remains as rivals try to capitalize: The monopolistic measurement player will be hard to oust, given how much money is at stake.
The Call of Duty conflict rages on: Xbox chief Phil Spencer said the franchise will remain on Sony consoles in an attempt to appease European antitrust authorities.
Next year, US connected TV (CTV) ad spend will hit $26.92 billion. This market has grown by double digits each year since we began tracking it in 2017, and it will continue to do so through the end of our forecast period in 2026.
Here’s what Apple, Google, Amazon, and Twitter are doing to build out a space in financial services—and how Big Tech’s expansion into banking will impact the industry.
It’s Amazon’s turn to cut jobs: Amazon comes to terms with economic realities, cutting 1% of its workforce to better prepare for Q4 headwinds, uncertainty, and earnings slowdowns, which could lead to further layoffs in 2023.
The startup scene’s crash and burn: Founders and investors spoke about precipitous valuation drops for startups as the cost of capital keeps rising. Climate tech is benefiting from the adversity.
Stringent crypto regulations could finally be coming in wake of the latest digital asset crisis.
A new study suggests CUs’ digital transformations focused solely on transactional banking and omitted relational banking.
The app is geared toward new women investors, but its lone investment option won’t spell success for everyone.