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.
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.
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.
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.
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.
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.
Lower investments can shrink marketing budgets, causing CMOs to adjust strategies and resources. A carrier consolidation trend may be the next step.
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.
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.