This year, we forecast social media company X, formerly Twitter, will see ad revenue growth for the first time in four years, but still only earn about half of what it did in 2021.
Tech layoffs surge as AI eats middle management: Microsoft, LinkedIn, and others are slashing jobs to “flatten” org charts, raising concerns that generative AI's rise will echo the dot-com era's reckoning.
TelevisaUnivision is doubling down on young Hispanic audiences: With music festivals, microdramas, and dual-language content built for mobile.
Retail sales rose 5.2% YoY in April: But the gains mask a tough climate as consumers pulled forward purchases of tariff-sensitive items like home goods.
Walmart will raise prices soon to offset “too high” tariffs: Even with the reduction in China duties, the cost is too much for the retailer and its suppliers to absorb.
Shein, Temu take advantage of tariff reprieve: Shein is raising prices while Temu resumes China shipments, as both retailers try to undo a sales slump.
Walmart’s Q1 ad revenues surged 50% year over year: Vizio’s integration is powering its leap into connected TV and retail media dominance.
Delinquencies for both student loans and credit cards could worsen as borrowers contend with more obligations
Partnerships are key to breaking into brick and mortar, but generational mattress-shopping divides could mute the deal’s effectiveness.
Tech’s new bet—low-cost EVs, ultra-thin phones, and vibe-driven music: Slate, Samsung, and Spotify each chase novelty—via price, design, and personalization—to win over convenience-hungry consumers.
Omada Health is the latest prominent digital health player to go public in 2025: While healthcare companies are weathering the uncertain economic environment, Omada and Hinge must prove their programs for chronic condition management can be worthwhile long-term investments.
At-home injectable drugs have been getting more approvals: Amneal Pharmaceuticals is the latest to gain approval for its migraine treatment. Pharma companies can help spur uptake for at-home injectables like it with more education and support.
UnitedHealth Group faces reported criminal investigation over Medicare billing fraud: The DOJ may have gathered enough evidence against UnitedHealth, such as allegedly giving doctors kickbacks. Other top players in the Medicare Advantage market should be worried.
Netflix's ad tier reaches 94 million as it looks to genAI to continue its trajectory: The data suggests Netflix is positioned for sustained streaming market leadership.
layers browse, click, and buy real merch inside their favorite games, ushering in a new era of immersive ecommerce.
Dick’s Sporting Goods is buying Foot Locker: The deal will significantly boost the big box retailer’s market share and bargaining power—though it carries significant risk.
YouTube strikes deal to broadcast first game of the NFL season: The move responds to fans embracing digital for sports and presents an opportunity for advertisers.
Now offering massages, art tours, and more without a home booking, Airbnb is turning into a full-service travel platform with a trove of first-party data.