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.
Meta’s Twitter rival launched successfully but faces user engagement challenges. The app’s success caused Twitter’s web traffic and ad revenues to dip significantly.
Twitter’s new creator payment program dishes money to the far-right: A handpicked first batch of influencers includes controversial figures that advertisers fear.
Microsoft’s Activision acquisition nears its conclusion: There are a few roadblocks left to clear, but the odds of a merger are higher than ever.
Roblox could be the metaverse blockbuster: With 66 million active users, Roblox is set to launch on Meta's Quest VR headset. This could boost engagement in the metaverse, appealing to Meta's targeted young user demographic.
On today's episode, we discuss what to make of Meta's new Threads app, whether the internet is becoming more like TikTok, the argument against "click to cancel," ad-supported versus ad-free video streaming, how shipping works, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Zach Goldner, and Evelyn Mitchell-Wolf.
100 million users in five days represents unprecedented adoption for Meta’s Twitter rival, but future growth could be stifled by privacy concerns and lack of feature parity.
The company is relocating to Europe—will its subscribers come along? Data sovereignty concerns could lead to a loss of customers.
Despite being invite-only, Bluesky surpasses 1 million downloads: Rather than ads, its initial monetization plans involve selling custom domains to privacy-conscious users.
Will Threads run into the same problems as Twitter? Even before Musk, Twitter was struggling. But Meta has advantages that make Threads more stable.