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.
ew leadership aims to address closer App Store scrutiny and developer challenges.
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.
On today's podcast episode, we discuss why Pinterest is growing so fast, how Snapchat is able to get more and more folks to pay for its premium service, and why people are spending increasing amounts of time on Reddit. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Daniel Konstantinovic.
By launching its own iOS store, Epic challenges Apple’s monopoly and sets the stage for more app competition.
Google’s new smartwatch will have a loss-of-pulse detector: We explore if the health-tracking capability can prove effective.
The vulnerability threatens data security, causing companies like Palantir to reconsider their trust in Android devices.
Google’s chatbot, now more personalized and human-like, sets the stage for increased AI adoption and market leadership.
TikTok introduces group chats and custom stickers: The platform to engage Gen Z and rival messaging giants, but user adoption could be a challenge.
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.
The smartphone series and its cutting-edge AI features reinforce Google’s advantage over Apple in the evolving AI landscape.
With Apple imposing a 30% fee on iOS subscriptions, creators must choose between raising prices or losing income, intensifying criticism of Apple’s control.
Despite earlier cutbacks to this division, Microsoft is preparing a new mixed-reality device, marking a strategic shift in its tech offerings.