Advertising & Marketing

On today's podcast episode, we discuss the travel rebound and how tech is helping it out, how Black Friday football (with a side of online shopping) performed this year, will X (formerly Twitter) go bankrupt next year, a new way to stream NBA games post-cable, what to expect from ChatGPT next year, why your passport is the color it is, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, forecasting analyst Zach Goldner, and director of forecasting Oscar Orozco.

CTV competition is good news for advertisers: The rising number of ad-supported streaming options is causing CPMs to decrease significantly.

Apple is targeting 50 million to 60 million iPhone units made in India while also expanding into Vietnam. Its success could attract tech companies moving away from China.

Funding scarcity is leading to layoffs, bankruptcies, and a focus on profitability, affecting future startup innovation and growth.

Is Google’s Gemini a real leap in AI or just clever marketing? The launch boosts Alphabet shares by 5.3%, but skepticism arises amid staged demos and performance issues.

The share of online orders being returned is falling: Consumers are keeping more of their purchases as retailers add friction to the returns process.

WhatsApp enhances privacy with new features: Aims to bridge gap between user comfort and revenue potential for WhatsApp Business

TikTok launches 'Swipe Out Hate' to combat rising hate speech: Like many platforms, it faces skepticism over commitment to moderation improvements.

On today's podcast episode, we discuss what's most to blame for this sustained ad spending rebound, what concerns us about it, and what we expect to see from ad spending in 2024. "In Other News," we talk about why ad-blocking rates are experiencing a gradual uptick and a cord-cutting milestone. Tune in to the discussion with our director of forecasting Peter Newman and vice president of content Paul Verna.

A pivotal moment for digital privacy in the EU: Consumer rights group BEUC files a complaint against Meta over its costly ad-free subscriptions.

AI's environmental footprint revealed: Research calls for transparent emissions reporting and efficient tech amid consumer and regulatory push for sustainability.

The ANA deals a blow to demand- and supply-side platforms: A report claims that advertisers could save $22 billion in programmatic spending through specific measures.

Apple's MLX, focuses on machine learning for Apple Silicon– the shift towards AI integration in services favors open-source development over mainstream genAI.

Microsoft, OpenAI, and Meta look beyond Nvidia’s chips: AMD’s latest Instinct MI300X chip is set to shake up the generative AI sector, potentially eating some of Nvidia’s market share.

Senator Markey says auto manufacturers need better data privacy measures: The statement follows a September Mozilla report alleging privacy breaches.

Amazon joins Google in criticizing Microsoft’s restrictive UK cloud licensing, adding weight to the CMA’s ongoing investigation into market fairness.

Airlines expect record traveler numbers and revenues in 2024: That dovetails with our digital travel sales forecast, which expects 6.0% growth next year.

Microsoft extends Windows 10 support to 2028 while eyeing AI integration and new revenue from genAI adoption. The extension is a win-win for AI adoption.

Google’s Gemini launches in three sizes: Ultra, Pro, and Nano show prowess on benchmarking tests, but questions loom about release timing and how the technology measures up.

On today's podcast episode, we discuss whether Uber's business is actually sustainable, how many Americans use ride-hailing apps, and what the ad opportunity is. "In Other News," we talk about whether there will be more—or fewer—self-checkout options by the end of next year and whether the world is ready to accept humanoid robots used by Amazon. Tune in to the discussion with our analyst Yory Wurmser.