Mobile

Verizon will gain crucial fiber assets, but regulatory hurdles could hinder its plan to outpace rivals.

With 65.9% of digital ad dollars spent in the US this year going to mobile, according to our March 2024 forecast, brands must find ways for their mobile ads to stand out. Interactive ads can do that for brands, but the successful types vary between industries.

The rise of AI tracks siphons money from genuine musicians, sparking concerns over the platform’s integrity and content moderation policies.

This year, mobile commerce has not only broken records, but also continued to solidify itself as a driving force behind ecommerce growth. More than two-thirds (67.4%) of the US population will be mcommerce buyers this year, spending $534.8 billion on their mobile devices, per our July 2024 forecast. Here are five key stats that underscore the expanding mcommerce opportunity, plus ways for brands and retailers to capitalize.

Apple’s “services” sector faces layoffs: Despite a significant round of cuts, Apple is unlikely to back away from advertising.

Yelp’s antitrust lawsuit accuses Google of monopolizing local search services by prioritizing its own results and limiting competition. The case’s outcome could reshape online search

The AI-transcription wearable is pitched as a “business partner” for the workplace, but its limited functionality may fail to gain traction against smartphone alternatives.

A long-needed Instagram feature is here: The ability to add text and layer images to photos and Reels will help increase time spent on the app.

The October update will feature AI improvements and a subscription fee. Free alternatives and advancing competition could pose problems.

AI-powered coding assistants have secured almost $1 billion in funding since early 2023. Software engineering is a key genAI application but comes at the expense of developer jobs.

Starbucks was once considered the go-to “third place” where people could relax, work, and socialize over a cup of coffee. However, the rise of mobile ordering has compromised the company’s core identity, our analysts said. In North America, Starbucks saw a 6% drop in foot traffic, and a 2% decline in same-store sales YoY, according to its July earnings call.

Under DMA pressure, Apple will let users delete Messages, Safari, Photos, and the App Store. A more customizable experience could have financial repercussions for Apple.

Apple Podcasts falls to third place: YouTube and Spotify lead as Apple struggles with video content and delayed monetization.

Nearly half (49%) of online gamers are millennials, putting the generation ahead of all others, according to July 2024 data from Comscore.

Despite reaching $1 million, the app’s user and revenue growth lag behind ChatGPT. That competition will intensify once Apple’s OpenAI partnership takes off.

On today's podcast episode, we discuss what Chipotle has that Starbucks is trying to gain, how Starbucks can turn the ship around, and what its struggles tell us about the greater retail world. Listen to the conversation with our analyst Sara Lebow as she hosts analyst Sky Canaves and vice president of content Suzy Davidkhanian.

Apple and Google have more time to alter their app store ecosystems beyond earlier concessions that failed to satisfy CMA regulators.

Expanding production in India positions Apple to tap into its rising middle class and 5G market, crucial for offsetting slower sales in China.

Consumers spend most of their daily digital time with mobile devices—and ad spending reflects that. But as viewers shift to ad-supported tiers and streamers add inventory, connected TV (CTV) is closing in.