On today’s podcast episode, host Bill Fisher and our analysts Paul Briggs, Matteo Ceurvels, and Man-Chung Cheung each pitch their most dramatic predictions in their coverage regions for 2024, in hopes of securing "investment" from the other sharks. Can you be convinced to "invest" in their 2024 predictions?
iRobot’s CEO exits as the company lays off 350 workers. Tech giants face M&A challenges as regulation reshapes acquisition strategies.
Biden invokes Defense Production Act to rein in AI development: It’s the most significant step by the US government on AI regulation to date, but sparse details mean uncertain enforcement.
On today's podcast episode, we discuss how Walmart plans to use AI to enhance the customer shopping experience, Instacart pushing smart carts into in-store retail media, why consumers are dissatisfied with their in-store shopping experience, how best to reduce clothing returns, the rise—and potential fall—of the Marvel Cinematic Universe, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Carina Perkins.
Not every trend gets the headline it deserves. Our analysts spotted three undervalued ad mediums (in games, shoppable media, and ride-share companies), each holding an opportunity for advertisers to diversify their spend, explore formats, and identify untapped audiences. Here are the ad forecast trends you need to know.
Microsoft, Amazon, and Google AI startup deals raise red flags at the FTC: The agency is inquiring about potential antitrust practices, but Nvidia’s new strategy could nullify the effort.
On today's podcast episode, we discuss the impact of multimodal chatbots, the copyright case between The New York Times and OpenAI, and how AI could influence the election. "In Other News," we talk about how much Microsoft's new AI keyboard key might affect AI use. Tune in to the discussion with our analyst Yory Wurmser.
The biggest player in US gambling and casino ad spend is TV, which reached $471.8 million between January and November 2023, according to a December 2023 MediaRadar study.
Netflix Games still doesn’t have a clear revenue path: Despite committing to games, problems with the streamer’s business model persist.
Publishers are staring down a bleak 2024: The industry’s woes will be worsened by both the rise of AI and the end of cookies.
Productizing AI, diversifying businesses, and efficiency and consolidation could prepare the tech sector for a surge in profitability.
Loss of leadership and canceled game releases signal transitional upheaval. Smaller studios may benefit from the lull, but the sector faces increased headwinds.
Peacock soars past $1 billion in Q4 revenues: Subscriber base climbs to 31 million as losses shrink, indicating stron growth in a competitive market.
Strategic balance in turbulent times: Comcast navigates subscriber losses and advertising fluctuations, leveraging its diversified assets for a robust Q4 performance.
Disney and Charter Spectrum’s battle ushered in a new era: The linear TV provider is offering a ViX+ subscription months after a similar deal with Disney+.
By offering in-app purchases and bypassing Apple’s fees, the music streaming app leads the charge in dismantling the walled garden. Will other apps follow?
Post-pandemic slowdowns and layoffs have developers contemplating unionization. Meanwhile, AI use in game creation gains ground, creating more uncertainty in the sector.
Startup’s genAI model beats Meta’s Llama 2: 01.AI’s open-source model could shake up the sector. With AI profitability uncertain, the outlook might be winner takes all.
AI and technology advances increase risks of disinformation in an election year. Officials scramble to identify threats, but the damage could already be done.
On today's podcast episode, we discuss why gaming is a digital advertising hotbed, how consumers are embracing shoppable media, and what happens now that the ride-sharing industry has bounced back. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood.