Mobile

On today’s podcast episode, we discuss what’s behind Google’s recent ad revenue growth, how OpenAI fusing SearchGPT to ChatGPT will affect them, and where we’re at with the search giant’s two major antitrust cases. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson and Senior Analyst Evelyn Mitchell-Wolf.

The chatbot’s surging usage signals a shift toward AI tools as real-time search and conversational responses redefine how users access information.

AppLovin's Axon engine drives ad success: Its AI-powered product boosted software platform revenues by 66% year over year.

On today’s podcast episode, we discuss Meta’s new AI search initiative, what the 2023 “year of efficiency” has meant for 2024, and what to make of Threads at this point. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson and Vice President and Principal Analyst Jasmine Enberg.

With on-device AI capabilities and standout benchmarks, the M4 can help Apple justify premium Mac prices and offset tepid iPhone sales.

Canada’s and Australia’s recent restrictions raise stakes for ByteDance, challenging advertisers dependent on TikTok’s vast audience.

On today's podcast episode, we discuss what commerce media encompasses, the size of the financial and travel networks, and the companies to pay closest attention to in this space. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Arielle Feger and Principal Analyst Sarah Marzano.

Its GPU dominance and Big Tech partnerships keep Nvidia surging ahead, leaving rivals scrambling in an AI-driven market.

Hampered by unclear monetization strategy and rising costs, Apple’s AI push faces steep adoption barriers.

On today's podcast episode, we discuss what could help Snapchat add users in North American again, what a “Simple Snapchat” app could do, and the potential impact of a new “Sponsored Snaps” ad format. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson and Vice President and Principal Analyst Jasmine Enberg.

Combined with the closure of its AAA gaming division, the move suggests the streamer is still searching for a winning plan for gaming.

ChatGPT’s new offering can challenge Google’s search space while expanding its appeal, positioning OpenAI for future ad revenue opportunities.

mazon’s ambitious upgrade is on hold after user complaints, revealing the difficulty of scaling conversational AI while preserving core Alexa features.

Revenue from services contributed over a quarter of its Q4 revenue, offsetting slower iPhone sales and delayed AI rollouts.

Roblox soars in Q3 despite critical reports: The company saw significant user and revenue growth and restated its commitment to child safety.

Nintendo’s moves into music streaming and pricey alarm clocks feel like filler as fans await the overdue Switch 2.

New AI-powered Apple devices hit markets, but Indonesia’s ban and the EU’s App Store demands reveal global friction in Apple’s shift toward an AI-first strategy.

On today's podcast episode, we discuss when we might be approaching the consequential ceiling of “peak media”, which folks watch the most influencer videos, where smartphone time is still climbing, and entirely too much more. Tune in to the discussion with our Principal Analyst and host Bill Fisher, Principal Analyst Paul Briggs, Vice President of Research Jennifer Pearson, and Chief Research Officer at GWI Jason Mander.

Meta’s slimmed-down Llama AI runs on smartphones but faces ecosystem challenges: Without its own hardware, Meta’s success hinges on partnerships as it competes with Apple and Google.