On today's podcast episode, we discuss what's driving online store sales for Amazon, its outlook on brick-and-mortar, and how its ad business is continuing to outperform the market. Tune in to the discussion with host Marcus Johnson, director of Briefings Jeremy Goldman and analyst Rachel Wolff.
On today's podcast episode, we discuss if ‘Just Walk Out’ technology will ever catch on at scale, how different generations respond to self-checkout, and what the next iteration of in-store payments will look like. Listen to the conversation with our analyst Sara Lebow as she hosts analysts Sky Canaves and David Morris.
In part two of this two-part podcast episode on the Google antitrust ruling, we discuss what this decision will actually mean for Google and which competitor is likely to benefit the most from whatever penalties get handed out. Tune in to the discussion with host Marcus Johnson, analyst Max Willens and vice president of content Paul Verna.
In part one of this two-part podcast episode on the Google antitrust ruling, we discuss the reasons US district Judge Amit Mehta decided that Google’s search business constitutes an illegal monopoly and what penalties he is likely to dish out at a hearing in September. Tune in to the discussion with host Marcus Johnson, analyst Max Willens and vice president of content Paul Verna.
On today's podcast episode, we discuss how Meta has been able to sustainably grow revenue again, whether or not it can actually be “the most used AI assistant in the world by the end of the year”, and what is atop the Meta threats list. Tune in to the discussion with host Marcus Johnson and vice president and analyst Jasmine Enberg.
On today's podcast episode, we discuss standout data points from this year’s back-to-school season, creators' role in this shopping period, and what back-to-school is trying to tell us about this year's upcoming holidays. Listen to the conversation with our analyst Sara Lebow as she hosts analysts Sarah Marzano and Zak Stambor.
On today's podcast episode, we discuss how Google might present its third-party cookie opt-in to Chrome users, what cookie and cookieless traffic will look like in the future, and what the next move for marketers should be. Tune in to the discussion with host Marcus Johnson and analyst Evelyn Mitchell-Wolf.
On today's podcast episode, we discuss what "Brat" means, the significance of the vice president of the United States Kamala Harris putting social media front and center of her campaign, if riding the "Brat" wave is replicable, and whether it might backfire. Tune in to the discussion with host Marcus Johnson, vice president and analyst Jasmine Enberg and vice president of content Paul Verna.
On today's podcast episode, we discuss the likelihood of people using OpenAI's new SearchGPT, how much of a minefield dynamic pricing is, if its better for shoppers to have fewer choices, Harley Davidson waiting for customers to age in to the brand, how Olympic athletes are changing, and more. Tune in to the discussion with host Marcus Johnson, vice president of content Suzy Davidkhanian, and analysts Evelyn Mitchell-Wolf, and Max Willens.
On today's podcast episode, we discuss what was behind Google performing so well in Q2, why YouTube is doing so well, and ranking the impact of AI at the search giant. Tune in to the discussion with host Marcus Johnson and analyst Evelyn Mitchell-Wolf.
On today's podcast episode, we discuss the unofficial list of the most interesting retailers in July, focusing on back-to-school initiatives for this episode. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Arielle Feger and Sara Lebow will defend their list against vice president of content Suzy Davidkhanian and analyst Sky Canaves, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
On today's podcast episode, we discuss how Spotify reached sustained profitability, what a “deluxe” tier might look like, and where the audio streaming giant goes from here. Tune in to the discussion with host Marcus Johnson and analyst Daniel Konstantinovic.
In today’s episode, host Bill Fisher is joined by Paul Briggs, Man-Chung Cheung, and Carina Perkins to discuss the longevity of subscription services and loyalty programs from both a client and corporate perspective. How many subscriptions can people afford, and how much can companies afford to give away as part of their loyalty programs?
On today's podcast episode, we discuss what to make of Google deciding to keep cookies, whether a Spotify for movies service could work, if people will want to have a conversation with their newspaper, if Disney can be as addictive as Netflix, why there are more Olympic teams than countries, and more. Tune in to the discussion with host Marcus Johnson, our analysts Ross Benes and Blake Droesch, and vice president of content Paul Verna.
On today's podcast episode, we discuss why Netflix was able to grow subscribers and revenue by such an unexpected amount, the biggest question surrounding its ads business, and the most significant threat facing Netflix at the moment. Tune in to the discussion with host Marcus Johnson and analyst Daniel Konstantinovic.
On today’s podcast episode, we discuss this years Prime Day. Was Amazon's ad platform breaking on the day a big deal, how other retailers event day behavior is changing, and how the shopping holiday is impacting the back-to-school season. Listen to the conversation with our analyst Sara Lebow as she hosts analysts Sarah Marzano and Zak Stambor.
On today's podcast episode, we discuss how organic social is having a resurgence, what brands are building communities around, and how brands are embracing ad-free features like the comments section and direct messaging. "In Other News," we talk why the ad market still feels so bleak and what X can do to turn the ship around. Tune in to the discussion with our director of Briefings Jeremy Goldman.
On today's podcast episode, we discuss how the time we spend with media is changing—a double milestone for digital and mobile, when time spent watching CTV will catch up with linear TV, and why social media time will fall for the first time ever. Tune in to the discussion with host Marcus Johnson, director of forecasting Oscar Orozco, and forecasting writer Ethan Cramer-Flood.
On today's podcast episode, we discuss the one major hurdle to AI adoption that's not being discussed enough, the smart tech that's missing from your life, how to get X closer to its former glories, if it would be better to have an AI boss than your current human one, a grizzly consequence of global warming, and more. Tune in to the discussion with guest host Bill Fisher, and analysts Evelyn Mitchell-Wolf, Carina Perkins, and Max Willens.
On today’s podcast episode, we discuss the future of streaming, which streaming service stands out above the rest, how streamers are bringing more sports programming online, and what kind of programming people watch. Listen to the discussion as host Marcus Johnson welcomes analysts Paul Verna and Daniel Konstantinovic to the podcast.