Klarna is about more than BNPL: Its Kosma open banking platform is growing as the company creates new revenue streams on the back of its banking and payments infrastructure.
US plays catch-up to China’s tech dominance: Decades of sporadic tech funding have caused the US to fall behind China. With tensions rising, the stakes are high and progress slow.
YouTube rises in the music streaming ranks: Alphabet is showing diverse revenue potential beyond Search. Bundling subscriptions and offering AI cloud tools help offset pressure to release a blockbuster Bard.
TikTok offers a teen time limit as US ban talks boil over: Talk of serious action is heating up, and TikTok is waving olive branches to prevent the worst.
China’s semiconductor industry stockpiles: Chipmakers fill several large warehouses in anticipation of tighter economic restrictions. This might result in artificial global scarcity that could haunt the chip sector for years to come.
FuboTV hits key milestones: TV alternative reports $1 billion in annual revenues and $100 million in yearly ad sales, but can they keep it up?
On today's episode, we discuss why Disney+ lost around 3 million subscribers, how much its new ad-supported tier can move the needle, and whether The Walt Disney Co. is more likely to buy the rest of—or sell—Hulu. "In Other News," we talk about how connected TV (CTV) viewers feel about "enhanced" ad formats and what a new category of video called "accompanying in-stream" is all about. Tune in to the discussion with our analyst Paul Verna.
US social ad spend growth will near 9% this year and return to double digits in 2024, per our forecast. Last year’s 3.6% increase reflects a normalization after 2021’s rapid growth, as well as targeting challenges resulting from Apple’s AppTrackingTransparency framework.
Ukraine’s resilient tech sector: Tested by a year of war and widespread economic uncertainty, Ukraine’s tech sector isn’t just surviving, it’s building startup unicorns and expanding in innovation.
Chinese smartphone brands front and center at MWC 2023: The smartphone duopoly may rule North America, but innovative handsets are expected to make waves in Europe and the rest of the world.
YouTube faces off against...Google? Alphabet will soon be exploring more avenues to facilitate time spent with podcasts.
Warner Bros. Discovery sees better days ahead: After a tough quarter, company aims to focus on streaming and turn the corner on the debt conversation.
Over two-thirds of retailers plan to ramp up tech investment over the next three years: Priorities include ecommerce and frictionless checkout experiences.
Regulatory pressure mounts in EU: The European Commission is following in the footsteps of various US agencies, states, and schools by banning the TikTok app on devices. Will the rest of Europe comply?
A proposed Canadian bill has Meta and Google pulling news content: The combative stance is a marked difference from the company’s attitude in the EU.
AR is rapidly becoming a need-to-have for retailers: Over seven in 10 US adults find AR features helpful when making an online purchase.
More than half of US adults prefer human-generated content across a broad range of media, according to an Ipsos survey. For news and photojournalism, for example, about 70% want to see human-made content. But for marketing websites and movies, US adults are slightly more open to AI-generated content.
Film and TV companies are expanding into video games: Whether it’s mobile games, mid-budget indie titles, or mega-franchise blockbusters, Hollywood’s next frontier is gaming.
YouTube Music launches custom stations: The service continues to gain traction, especially in the paid digital audio market.
For the first time, US adults will spend more time per day with digital video than with TV this year, according to our forecast, as the cord-cutting revolution takes hold. Total time spent with digital video and TV will remain just over 6 hours per day, the same amount it’s been since 2020.