Media & Entertainment

The New York Times learns to live with AI: Amid a lawsuit with OpenAI, the publisher looks to safeguard journalistic integrity while promoting financial interests.

Google One approaches 100 million subscribers: It’s balancing sluggish ad revenue with gains in subscription and cloud services. Future success calls for more income streams.

When millions in funding isn’t enough for an AI startup’s survival: New generative AI companies are looking to sell but Big Tech isn’t at liberty to buy, creating an opportunity for mature startups.

SiriusXM gets in on podcast exclusivity: The company’s $100 million deal with SmartLess gives it the opportunity to learn from Spotify’s shortcomings.

Microsoft’s big quarter: As the company emerges as an AI frontrunner, it needs to translate these advancements into opportunities to increase its ad revenues.

Its Activision Blizzard acquisition boosts gaming gains beyond Windows profits. But the industry’s downturn and ensuing layoffs paint a grim picture for gaming in general.

The Vision Pro’s technology and immersive user experience get high marks from reviewers, but its premium cost and concerns about developer support are barriers to adoption.

Consumers use CTV for health-related searches: Connected TV watchers looked for fitness and mental health content in early January, per Roku data. That’s a trend healthcare and pharma marketers should jump on.

Prime Video's ad tier launches amidst skepticism: Amazon's strategic incentives aim to reshape streaming advertising despite market challenges.

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.