What The Messenger’s collapse means for the news industry: The short-lived startup’s unceremonious end shows the ad-supported model needs an overhaul.
Amazon's $18.9 billion content push: The giant’s 2023 spending spree came amid hollywood strikes, positioning the company to outpace Netflix and redefining the streaming landscape.
On today's episode, we discuss the appeal of Prime Video with ads, why we might see more honest and transparent advertising, the inevitability of face computers, Netflix's chances of becoming a significant gaming hub, how the average retirement age is changing and more. Tune in to the discussion with our analysts Ross Benes, Blake Droesch, and Max Willens.
Meta rings in two decades of Facebook: The company has undergone major transformations, and 2024 will bring more changes as AI and regulation shape its trajectory.
Meta looks to build for the future: Threads and Reality Labs come into focus as potential long-term growth engines.
On today's podcast episode, we discuss what was behind the streaming giants staggering subscriber growth, how Prime Video's new ad-tier will affect Netflix, and how a deal with the WWE changes its sports strategy. "In Other News," we talk about an important milestone for ad-supported video streaming. Tune in to the discussion with our analyst Daniel Konstantinovic.
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.
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’s AI pivot yields cloud boom while ad revenues bust: Its latest earnings report points to an underlying pain point in its business model both challenged and buoyed by AI.
Google's Q4 in a nutshell: The search giant had strong overall earnings with a slight ad revenue miss, bolstered by cloud success and generative AI innovation.
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.
US social network ad spend will reach $82.89 billion this year, according to our October 2023 forecast.
Amid staff cuts and regulatory pressures, X invests in an Austin trust and safety office: It’s a response to digital safety demands and AI-generated 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?
Retail media ad spend will make up over one-fifth of total US ad spending by 2027, per our forecast.
Prime Video's ad tier launches amidst skepticism: Amazon's strategic incentives aim to reshape streaming advertising despite market challenges.
Paramount+ to grow viewership despite layoffs: Focusing on global content and ad revenue as it contends with market upheavals and acquisition talks
Google launches a chatbot for advertisers: The tool lets advertisers generate cheap creative for ads, opening the door to new brands.
Microsoft's Bing and Edge escape EU's antitrust grip, yet AI upgrades fail to dent Google's search supremacy: Regulatory relief in Europe points to a sober market reality.