VC and private equity can’t invest in Chinese tech with military inclinations. China is considering countermeasures, which could disrupt tech supply chains.
Key stat: Generative AI adoption will climb to 77.8 million users in the two years following the November 2022 release of ChatGPT, more than doubling the adoption rate of both tablets and smartphones, according to our forecast.
Meta rehires laid-off workers: Big Tech competition and economic improvement mean the company needs the employees it cut, calling into question the “year of efficiency” strategy.
Key stat: 61% of US paid search marketers think future chat-based search advertising will be very or extremely effective, according to NP Digital.
On today's episode, we discuss whether Amazon can keep expenses down while also keeping customers happy, where the company will place its bets on grocery, and how its advertising arm has performed of late. "In Other News," we talk about why most retailers site searches aren't working and how many streaming viewers will watch ads to save a few bucks. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Zak Stambor.
Cloud gaming expansion is in the works and could sustain user engagement amid content strikes.
Retail media is one of the fastest growing ad channels we track, due in part to the allure of closed-loop attribution powered by retailers’ first-party consumer data. But advertisers are starting to curb their enthusiasm given measurement challenges stemming from the lack of methodological standards across platforms. As it stands, it’s nearly impossible for advertisers to compare platforms against each other, which can lead to misallocation of budgets.
The initial wave of excitement over generative AI is fading, leaving many retailers asking, “Now what?” Some might want to look toward Shopify, which is incorporating generative AI capabilities across its platform to help sellers build and scale their businesses more quickly. Or maybe take a cue from eBay, which is using the tech to make more accurate and helpful product recommendations. Meanwhile, Etsy is working to democratize access to machine learning models to help speed up deployment across its organization.
Since Google debuted its Search Generative Experience AI-based interface in beta three months ago, it’s made a lot of updates to alleviate early concerns from testers. But according to search expert Lily Ray, Google still has some work to do to fix issues with its new AI-driven experience. Meanwhile, Microsoft—which is still a very distant rival—continues to innovate on Bing Chat, which Ray called “the best AI product that’s out there right now.”
A $5B lawsuit over Chrome’s ‘Incognito mode’ privacy moves closer to trial. Plaintiffs argue Google misused data, but Google stands firm on its transparency.
US advertising and PR sector witnessed job growth in July: Amid the broader economic slowdown, how long can the rally last?
Instagram’s Threads updates after dwindling usage, X delays payouts amid other debts, and TikTok modifies its EU algorithm due to the Digital Services Act.
“Google is facing increasing competition on every front, and a good quarter of growth is helpful to bolster its position,” our analyst Evelyn Mitchell-Wolf said on a recent “Behind the Numbers” podcast episode. She explains what’s impacting Google’s recent growth, the challenges it’s up against, and how the company is bracing for competition.
On today's episode, we discuss how a new era of social media is rising, whether folks want to pay for things with their hand, when the best time to email your co-worker is, how Walmart+ is getting on, what AI in the home might look like, the most popular cars in the US, and more. Tune in to the discussion with our analysts Ross Benes and Blake Droesch and forecasting director Oscar Orozco.
Microsoft’s Azure is under fire for lax security and unpatched vulnerabilities. Rising criticism stresses the need for improved security or face business loss and trust erosion.
On today's episode, we discuss what Google's Q2 ad growth is telling us, what to make of YouTube's recent performance, and how Google will fair in the second half of the year. "In Other News," we talk about Google rolling out the first step of third-party cookie replacement and what Microsoft is betting on for the future. Tune in to the discussion with our analyst Evelyn Mitchell-Wolf.
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.
On today's episode, we discuss whether Netflix's password-sharing crackdown is actually working out, why the company got rid of its basic ad-free plan, and whether sticking to sports-adjacent programming is the right move. "In Other News," we talk about whether The Walt Disney Co. might be bailing on TV too soon. Tune in to the discussion with our analyst Daniel Konstantinovic.
There will probably be a federal privacy law, eventually. Most US consumers support federal regulation of data privacy, and the majority has grown stronger every year since 2020, according to a 2022 report from 451 Research.
“[Marketers] need to have the ability to connect disparate data sources, while also getting consumers’ permissions and knowing how they want to be reached,” Tim Finnigan, director of product marketing at Verisk Marketing Solutions, said on a recent “Behind the Numbers” episode. Here are three customer identification challenges and how marketers work to overcome them.