The DOJ and 16 attorneys sue Apple for antitrust law breaches, citing restricted competition and innovation, as tech giants rally against Apple’s practices. How many bites can Apple take?
Apple’s MM1 is a sign that Wall Street’s AI judgments aren’t evidence-based: Tech giants need to consider their customer base and revenue streams to successfully commercialize generative AI.
South By Southwest was last week, and AI and VR were all the buzz. Gen Alpha is growing up with these technologies, which means the next generation of consumers will not just be used to AI and VR—they’ll expect to see it. Here are three takeaways from our analyst regarding tech trends at the event.
Microsoft makes a massive de facto AI acquisition through hiring: Inflection’s leaders will run Microsoft’s AI unit as the sector’s power becomes increasingly concentrated.
DirecTV wants to cut over the air out of the picture: A new “No Locals” discount is an attempt to stave off the inevitable decline of linear TV.
Millennials want more originals than franchises: A declining appetite for franchise media is worrying news for Disney and Warner Bros. Discovery.
In 2023, the number of US scripted series declined by 14% over the prior year, according to FX Networks. For years, content production soared, with gains occurring nearly every single year. The drop-off that occurred last year is unprecedented.
By embracing AI, tightening budgets, and risking novel releases, agile game studios look for bigger paydays.
Nvidia unveils its Blackwell AI platform: It showed off its latest AI hardware at a much-hyped conference, but investors always want more. Restrained pricing indicates growing competition.
Game studios turn to in-app advertising as purchase revenues fall: Unity report shows 26.7% growth in ad revenues, with simulation games leading.
Microsoft’s business-focused social network is adding puzzles to boost engagement. Could LinkedIn’s Wordle moment take a toll on productivity?
Sony’s PS5 Pro coming this holiday season: The PS5 product line could see a slight sales bump this year, but competition and diminishing returns on performance could dull the outlook.
On today's podcast episode, we discuss how copyright lawsuits could down OpenAI (or the whole industry), whether publishers will land on The New York Times side of the generative AI (genAI) copyright debate or on the Axel Springer and Associated Press side, and how copyright will impact the creative arts. Tune in to the discussion with our analysts Evelyn Mitchell-Wolf and Yory Wurmser.
On today's podcast episode, we discuss what finding products online will look like in 2025, if Target's new membership program can stack up against Amazon Prime and Walmart+, how ads on chatbots will change advertising, how to make stores more fun places to shop, what the world's first "ketchup insurance" offers, how Americans use dating apps, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Evelyn Mitchell-Wolf and Carina Perkins.
What March Madness ad sales say about linear’s sports advantage: A fractured landscape for sports streaming gives traditional TV an edge, but threats loom.
ChatGPT gets a body: The Figure-OpenAI partnership reveals its humanoid robot’s stunning capabilities. Embodied AI is coming to market, likely to be met with polarized reactions.
Can Spotify make video work? The audio app is adding music videos in a bid to tap into strong viewership and develop lucrative ad placements.
Apple recruits ad execs, signaling a shift to ad-supported Apple TV+: It’s a move to sustain its streaming service amidst rising content costs.
On today's podcast episode, we discuss how all the different TV terms fit together, to what degree subscription revenues are moving from pay TV to streaming, who's winning the "digital pay TV" race, and how the new sports streaming service from Fox, ESPN, and Warner Bros. Discovery could change everything. "In Other News," we talk about what a new sponsor logo placement from the WWE will look like and how the US ad market is getting on to start the year. Tune in to the discussion with our analyst Ross Benes.
Every major streaming company—and some not so major ones—is investing in live sports. As they compete for broadcast rights, they’re seeking advertisers. Exclusive inventory is a draw, but benefits like first-party data and the ability to execute on lower-funnel objectives are also helping streamers woo live sports advertisers.