Global eSIM adoption is inevitable: 3.4B devices will be eSIM compatible by 2025. We can expect to see an increase in 5G connectivity in smartphones, laptops, tablets, and wearables.
Matter around the corner: A leaked Google Nest router hints at the industry-wide transition to a faster, more robust Wi-Fi 6E, which could also be the launchpad for the Matter smart home standard.
EU moves to make IoT devices safer: Smart home device manufacturers are being compelled to develop more secure devices and be more transparent about flaws and fixes. Industry-wide standards are needed.
Regulators ramp up efforts on Microsoft’s Activision Blizzard buy: Inquiries into the $68.7 billion blockbuster deal are intensifying, and momentum could carry over to similar gaming mergers.
A Figma of an acquisition: Adobe’s $20B Figma purchase has the potential to unlock the remote collaboration market and absorb a growing client base. Could regulators nix the deal on market dominance?
Getting DTx apps like Big Health’s Sleepio on formularies mean doctors trust them—something important to ensure patient uptake.
Pixelbook in Google’s graveyard: Once a product that charted the future of Chromebooks, Google’s Pixelbook has been discontinued and the development team dissolved. Chromebook OEMs now need to build their own future.
Apple’s just-released iOS 16 allows users to customize lock screens, control notifications further, and (at long last) edit text messages within 15 minutes. You know what else is changing at Apple? Its advertising strategy.
Meta seeks secrets: The social media behemoth is asking rivals for confidential information in its lawsuit to prove it isn’t a monopoly. The strategy could backfire, leading to more lawsuits or intensifying regulation.
Technologies like digital clienteling tools and NFTs have created avenues for online engagement that can appeal to luxury consumers while maintaining a sense of exclusivity distinct from the typical public-facing website.
Roblox’s ad efforts come at a tricky time: A spending downturn, prickly regulatory mood, and unclear in-game ad standards make this a tough space to navigate.
The digital ad industry is under regulatory scrutiny: Reforms laid out by the Biden administration focus on the use of personal data for advertising purposes.
pple seeks to expand market share across product lines: Apple Watches, AirPods, and even iPhones are available in the widest range of prices ever, allowing Apple to attract new customers and grow market share.
SIM cards are the new headphone jacks: Apple has unceremoniously retired the SIM card from US iPhone 14 models, making eSIM the only choice for upgraders. Is the rest of the industry ready?
Chipmakers warn of worst downturn in a decade: Recovery from shortages was expected by late 2022, but chip manufacturers are bracing for tougher times as supply chains are challenged by economic uncertainty and political conflict.
TikTok parent ByteDance downsizes gaming development: Layoffs in gaming studios indicate a quick retreat from gaming at a time when China’s video game industry is seeing a decline in revenue.
We forecast that there will be over 25 million US Apple Watch users this year, nearly half of all US smartwatch users. But Apple is seeking a bigger piece of the pie, leaning into health and safety features with its latest Watch devices to attract new (and current) users.
The coming boom in trans-Pacific subsea cable installations: Regional demand for bandwidth is nearly doubling every two years. A wave of new subsea cables is coming, but at a high cost.
Apple is hiring to create a $30 billion ad business: This comes as incumbents are rebuilding their own in the wake of ATT.