On today's episode, we discuss how Spotify added a record number of users, the impact of its price increase, and the latest on its podcast business. "In Other News," we talk about how good people are at recalling audio ads and some adjustments to Netflix's ad tier. Tune in to the discussion with our analyst Daniel Konstantinovic.
Meta is moving mountains to develop AR glasses: Instead of giving up on the metaverse, it’s taking patient, painstaking steps to beat Apple in the headset race.
The Hollywood strike is a chance to explore cheaper ad formats: With new content spending plummeting, streamers are sweetening the deal to keep advertisers on board.
Remember the metaverse? Bain predicts $900 billion by 2030, but big brands are showing mixed reactions.
VC and private equity can’t invest in Chinese tech with military inclinations. China is considering countermeasures, which could disrupt tech supply chains.
Cloud gaming expansion is in the works and could sustain user engagement amid content strikes.
Disney finally gets into sports betting: The company will launch ESPN Bet in partnership with Penn National but will have to juggle a family-friendly image.
Netflix is making progress with gaming: A controller app that syncs to your TV is the first sign in months that Netflix is still committed to making video games work.
Daily active users jump for Roblox: Q2 results demonstrate widening net loss due to escalating costs.
A $5B lawsuit over Chrome’s ‘Incognito mode’ privacy moves closer to trial. Plaintiffs argue Google misused data, but Google stands firm on its transparency.
Disney’s future is built on AI: The company has a task force looking for ways to implement the tech across its vast entertainment empire.
While advertising areas like connected TV and retail media boast strong potential, other channels, like social media and linear TV, are losing some steam. That’s why it’s important to explore other ad channels. For example, digital out-of-home advertising has made technological and creative leaps in the past few years, while the women’s sports ad opportunity is expanding. Here are some areas within digital advertising where you may be missing out on unlocking potential.
The country is mandating 90 kW chargers and aiming for 150 kW in high-traffic zones. State subsidies for highway chargers show why success of EV adoption requires government involvement.
Max launches sports tier: Warner Bros. Discovery seeks to tap sports loyalty, attract younger audiences.
Linear down, Paramount+ and Pluto TV up: The bigger news for Paramount is that Simon & Schuster has, at long last, been offloaded.
Caught off guard by new rules, manufacturers scramble to acquire import licenses. New measures support India’s self-reliance and production goals but could result in tech shortages.
TikTok aims to transform Gen Z engagement into product sales, challenging local shopping apps despite potential future regulatory issues and existing competition.
Google, Accenture under fire for allegedly violating labor laws: A labor dispute accuses Google of union busting. The outcome could affect how the tech industry relies on contractors.
Apple’s iPhone sales slump continues, subscriptions set record: Robust services revenue is helping to keep Apple afloat and pay for the AI R&D it’ll need to take on rivals.
Disney says goodbye to the metaverse: Division head Mike White left after the company laid off its 50-person metaverse team.