Apple unveils the iPhone 15, focusing on premium upgrades in a stagnant smartphone market. Huawei poses a challenge in China and emerging markets.
On today's podcast episode, we discuss whether YouTube Shorts are cannibalizing long-form content, Instagram and Facebook users potentially being able to pay to avoid ads in Europe, how Netflix's password crackdown is getting on, whether serving multiple ads at once is a good idea, the impact of the Digital Services Act's arrival, how long it would take you to drive around every road in the US, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, analyst Bill Fisher, and forecasting analyst Zach Goldner.
Intel joins tech giants like Apple in investing in Arm and focusing on low-power chips for AI. A successful partnership could accelerate chip production.
On today's podcast episode, our vice president of Briefings Stephanie Taglianetti hosts a mock-debate-style analyst showdown on Meta versus TikTok. Analyst Debra Aho Williamson and director of Briefings Jeremy Goldman go head to head, advocating on behalf of Meta (Debra) and TikTok (Jeremy) to prove which social platform is the bigger threat in three areas: getting people to spend time on each app, meeting advertisers’ needs, and AI innovation.
TikTok leans into messaging: It’s ByteDance's move to counter Instagram's dominance and evolve as an all-encompassing digital hub.
Mobile advertising will keep growing at a rapid clip despite headwinds from privacy laws and genAI. Even so, app publishers will explore additional ways of making money for premium content. This may have an impact on the type and price of ad inventory in the future, although the volume of IAA should remain strong.
Competition in the VR/XR ecosystem is heating up, and strategic hardware-software alliances could accelerate competition for Apple's premium products.
Globalstar's $64 million partnership with SpaceX sharpens Apple's edge. Business pragmatism prevails despite regulatory disputes—for now.
Huawei’s domestically produced chip shows China’s self-reliance. With Beijing pushing local tech and Apple facing potential losses, a seismic market shift looms.
Ultra-light, slim, and energy-efficient, Honor's Magic V2 sets new standards in foldables and aims to ignite interest globally while challenging established brands.
Global smartphone shipments could hit a decade low of 1.15 billion units—a 4.7% YoY drop. Innovation stagnation is the key culprit, but iPhones are gaining ground.
Apple’s introducing new models and targeting the premium market—but sales are down and consumers are reluctant to upgrade.
On today's podcast episode, we discuss the quick adaptation and rejection of Threads by Instagram users, the complicated costs of bundling streaming services, where TikTok falls on the list of most influential social media apps, and more. Tune in to the discussion with our director of reports editing Rahul Chadha and analysts Evelyn Mitchell-Wolf and Max Willens.
Introducing the new X: The former Twitter introduces biometric data collection and tackles LinkedIn's job listings empire.
Despite reporting $2.2B in quarterly profits, T-Mobile announces layoffs in tech and corporate roles amid a broader restructuring, echoing an industry-wide trend of consolidation.
The service is now available on web browsers. But it will still be hard to sustain engagement after an 80% drop in users from its July peak.
The Digital Services Act enforces new rules on 19 large platforms, affecting content moderation and ads. Noncompliance could result in hefty fines or bans.
AT&T's launch of "Internet Air" enters the booming fixed-wireless access market, joining rivals T-Mobile and Verizon, and promises to heighten competition in service and pricing.