On today's episode, we discuss why Snap's growth continues to stall, what to make of their TikTok-esque short form video feed Spotlight, and what to expect from the company in the second half. "In Other News," we check in on Pinterest and discuss the most interesting trends in social media usage by generation. Tune in to the discussion with our analyst Jasmine Enberg.
Caught off guard by new rules, manufacturers scramble to acquire import licenses. New measures support India’s self-reliance and production goals but could result in tech shortages.
TikTok aims to transform Gen Z engagement into product sales, challenging local shopping apps despite potential future regulatory issues and existing competition.
Apple’s iPhone sales slump continues, subscriptions set record: Robust services revenue is helping to keep Apple afloat and pay for the AI R&D it’ll need to take on rivals.
On today's episode, we discuss whether Meta has officially bounced back, what to make of Threads at this point, and what Meta's metaverse plans will look like in 2024. "In Other News," we talk about the impact of TikTok's new text-only posts and what happened to social media app Lemon8. Tune in to the discussion with our analyst Debra Aho Williamson.
Its Q3 results show a near 60% profit plunge to $1.76 billion. The decline was led by its phone and IoT divisions, prompting restructuring and potential layoffs.
Google leads the race to integrate generative AI into smart speakers, with Amazon, Apple, and Samsung following suit. Big Tech sees new market opportunities but needs to tackle security
Amid a sector-wide slump, AT&T is slashing jobs and consolidating offices as part of an $8 billion restructuring plan, signaling ongoing issues in the telecom industry.
Kochava isn’t out of the legal woods: The embattled ad firm must now deal with a class-action, private lawsuit that could do more damage than the FTC.
China's dominance in legacy chips could disrupt global markets, pressuring Western nations to boost their own production at a time of economic uncertainty.
New USB-C charging ports are the biggest change for upcoming iPhones. We could be facing an innovation slump for smartphones as manufacturers push to raise prices.
Despite a 24% YoY smartphone shipment decline, Apple increased its US market share to 55% in Q2. Apple's robust service and subscription ecosystem can capture consumer interest.
Another quarter of silence on Netflix gaming: The streaming service has costly investments in games but has gone eerily silent despite major releases.
Google, Apple maps duopoly under threat from Microsoft, Meta, Amazon coalition: A new initiative could signal a turning point in the digital mapping landscape with more enterprise opportunities.
Betting big on premium foldables when smartphone shipments are plummeting is a luxury for the world’s leading smartphone maker, but it bodes well for future growth.
The case focuses on claims of abusive App Store commissions. Poor developer relations could be a roadblock to the company’s long-term mixed-reality pivot.
Lower investments can shrink marketing budgets, causing CMOs to adjust strategies and resources. A carrier consolidation trend may be the next step.
Meta has a strong position in negotiations with publishers: UK’s Reach saw profits fall 24% after Facebook pivoted from news, which could influence battles in other markets.
On today's episode, we discuss how much people are searching for things on social media, where they're looking, and how advertisers should approach social search. Tune in to the discussion with our analysts Jasmine Enberg and Debra Aho Williamson.
Microsoft and Activision get another three months to complete their deal: The two companies agreed to extend their deadline as UK authorities reexamine the merger.