On today's episode, we discuss some predictions for 2023 that are too specific to be 100% certain but could still come true, including: why Microsoft would want to buy Roku, whether TikTok will make a splash in search advertising, who will be the runaway retailer of the year, if Instagram's new Twitter competitor app will be a hit, and more. Tune in to the discussion with our analysts Debra Aho Williamson, Andrew Lipsman, and Paul Verna.
FTC challenges Microsoft's Power Play: The agency seeks to block the $75 billion acquisition of Activision Blizzard due to antitrust concerns.
Meta held a company-wide meeting in response to Apple’s recently unveiled augmented reality ecosystem, hinting at a rivalry between the two tech giants.
Although Spotify has dominated music streaming, its new focus on user-created and video content puts it in competition with established players like YouTube and TikTok.
Despite slow US adoption and economic downturn affecting advertising, TikTok’s 1 billion daily users and Instagram’s exit from live shopping present opportunities for growth.
While it’s likely years away from the mainstream, Apple’s visionOS presents opportunities for streaming, in-app purchases, and AR advertising.
The Vision Pro headset puts Apple at the forefront of the augmented reality discussion, but the device’s business focus and exorbitant pricing could limit wider appeal.
Adding mobile plans to existing Amazon Prime subscriptions has the potential to entice millions of wireless customers looking for a cheaper alternative.
Key stat: The top way US internet users discover new mobile apps is by searching or browsing app stores, cited by 44% of those surveyed for Airship by Sapio Research.
With 34 million developers, a massive app ecosystem, and a burgeoning ad business, Apple could fast-track its metaverse ambitions behind its MR headset announcement.
Soon you’ll be able to chat on BeReal: The authentic social media app is finding ways to increase time spent before turning on revenue streams.
The universal appeal of mobile messaging apps puts them at the forefront of advertising growth in emerging markets.
The app’s expanding product suite could appeal to this group. But they won’t be an easy sell, and Block risks becoming over-reliant on Cash App.
ts new handheld accessory isn’t the Nintendo Switch killer many had hoped for, but it’s a sign that the gaming giant is investing to build around its consoles.
Booming insurance app uptake creates opportunities for insurtechs, which can better capitalize on their tech-focused offerings than incumbents.
The 15 biggest US ecommerce players aren’t a surprise (here’s looking at you, Amazon, Walmart, and Apple). User-friendly mobile apps, quick delivery, innovation, and converting sales are what turn retailers into ecommerce powerhouses. Here are the companies our analysts believe best exemplify those features within the 15 largest ecommerce players.
Technology companies are caught between China and the US. Bans from both countries could upend entire supply chains and future growth.
Citing constitutional violations and hindrance to user-generated content dissemination, any outcome may affect tech regulation across states and digital ecosystems.
Apple makes estimated $15B bet on Broadcom: Not resting on its iPhone laurels, Apple boosts its competitive edge by investing in connectivity expertise and US GDP growth.