TikTok offers a teen time limit as US ban talks boil over: Talk of serious action is heating up, and TikTok is waving olive branches to prevent the worst.
On today's episode, we discuss why Disney+ lost around 3 million subscribers, how much its new ad-supported tier can move the needle, and whether The Walt Disney Co. is more likely to buy the rest of—or sell—Hulu. "In Other News," we talk about how connected TV (CTV) viewers feel about "enhanced" ad formats and what a new category of video called "accompanying in-stream" is all about. Tune in to the discussion with our analyst Paul Verna.
US social ad spend growth will near 9% this year and return to double digits in 2024, per our forecast. Last year’s 3.6% increase reflects a normalization after 2021’s rapid growth, as well as targeting challenges resulting from Apple’s AppTrackingTransparency framework.
Chinese smartphone brands front and center at MWC 2023: The smartphone duopoly may rule North America, but innovative handsets are expected to make waves in Europe and the rest of the world.
Over two-thirds of retailers plan to ramp up tech investment over the next three years: Priorities include ecommerce and frictionless checkout experiences.
Regulatory pressure mounts in EU: The European Commission is following in the footsteps of various US agencies, states, and schools by banning the TikTok app on devices. Will the rest of Europe comply?
More than half of US adults prefer human-generated content across a broad range of media, according to an Ipsos survey. For news and photojournalism, for example, about 70% want to see human-made content. But for marketing websites and movies, US adults are slightly more open to AI-generated content.
Film and TV companies are expanding into video games: Whether it’s mobile games, mid-budget indie titles, or mega-franchise blockbusters, Hollywood’s next frontier is gaming.
For the first time, US adults will spend more time per day with digital video than with TV this year, according to our forecast, as the cord-cutting revolution takes hold. Total time spent with digital video and TV will remain just over 6 hours per day, the same amount it’s been since 2020.
Big Tech’s monumental SCOTUS face-off: Big Tech’s long-term immunity from content liability is being called into question, but Congress—not the Supreme Court—might be the better branch of government to navigate the issue.
There’s no stopping the retail media juggernaut. At $45.05 billion in US spending in 2023, it’s already far ahead of connected TV and closing in on traditional TV.
Of Microsoft’s $198 billion in revenues last year, only about 6% came from advertising. Could a revamped Bing help build out this revenue stream? It’s hard to imagine, but not impossible. Here are five charts that look at Microsoft’s latest ad moves.
Barnes & Noble revamps its membership program: By adding a free tier, it aims to build customer loyalty and, at the same time, gather information about shoppers’ habits and preferences.
Big Tech tries cooperation, not combat, with EU regulators: Platforms are trying to adapt to new norms around data privacy and advertising.
Another delay for Apple’s mixed reality headset: It’s been working on the technology for its next big product since 2015, but now delays are due to software and hardware issues. How can Apple succeed at a time of economic upheaval?
Snapchat sees user bump amid economic headwinds: Company outlines the steps it’s taking to bolster direct-response ad performance.
On today's episode we discuss why Spotify was able to add so many new users recently, how a price increase might affect the company, and what to expect from its podcast investments. "In Other News," we talk about changes in podcast listening behavior and what Tubi's ceiling is. Tune in to the discussion with our analyst Daniel Konstantinovic.
Tesla sharing its Supercharger network: Tesla joins 16 companies providing 100,000 chargers in the US as part of the initiative to accelerate the EV transition. Government cooperation opens Tesla to billions in subsidies.
Inaccurate coverage maps could delay broadband initiatives: SpaceX’s Starlink and Comcast have provided inaccurate coverage data, and now customers are challenging their claims.
Roblox emerges strong after a tough 2022: While users and revenues rose, the metaverse platform’s advertising ambitions haven’t yet taken off.