In part one of this two-part podcast episode, we discuss some predictions for 2024 that are too specific to be 100% certain about but could still come true, including: which subscription video-on-demand (SVOD) platform Apple will likely buy, where metaverse playgrounds will spring up, and what the ruling between Google and the US Department of Justice will be. Tune in to the discussion with our vice presidents of content Suzy Davidkhanian and Paul Verna and analyst Max Willens.
Audio
| Dec 11, 2023
Article
| Apr 12, 2023
Email marketing has been threatened recently by changes from Apple and Google, and email marketers are working to stay on top of industry shifts. Here are four burning questions about email marketing’s recent shifts.
Article
| Oct 11, 2023
On today's episode, we discuss which attention metrics are real, which are still in development, and where identity and addressability will be by the end of the year. "In Other News," we talk about how much Microsoft and Apple can encroach on Google's search turf and YouTube debuting unskippable 30-second ads. Tune in to the discussion with our analyst Evelyn Mitchell and Kunal Nagpal, chief business officer of InMobi.
Audio
| May 24, 2023
On today's episode, we discuss the significance of the recent deal between Microsoft and OpenAI, whether TV is changing streaming back into TV, if the esports bubble has officially burst, whether Apple Maps' upgrades can start chipping away at Google's search dominance, some interesting facts about monarchies around the world, and more. Tune in to the discussion with our director of reports editing Rahul Chadha, director of forecasting Oscar Orozco, and analyst Max Willens.
Audio
| Jan 26, 2023
Article
| May 24, 2023
Article
| Jun 29, 2023
What's happening: Last month, Apple unexpectedly released a new social planning app called Invites. The app allows users to create and send event invitations, as well as collaborate on Apple Music playlists. While anyone can access invitations and RSVP to them, only subscribers to iCloud+ can create invites.
Article
| Mar 6, 2025
On today's podcast episode, we discuss which app experiences best transfer over to the new Apple Vision Pro mixed reality headset, whether instant AI-generated videos will be a hit, department stores' path to relevancy, if folks are ready for shoppable media, how marriage is changing in the US, and more. Tune in to the discussion with our analysts Ross Benes, Bill Fisher, and Carina Perkins.
Audio
| Feb 23, 2024
Audio
| Jul 6, 2023
A ban isn’t swaying brands from spending on TikTok: Apple, Pepsi, and DoorDash are among brands increasing ad spend despite hefty political problems.
Article
| Apr 10, 2023
Apple is next on the bloc’s list following last year’s warning to open its iPhone and iPad operating systems to rivals and third-party developers. What can Meta do? It can challenge the fine and ruling in EU courts, but legal appeals may stretch for years.
Article
| Mar 25, 2025
On today's podcast episode, we discuss how this year will look as Google's cookies fade away, the biggest threat to Google's search dominance, how many consumers are moving to ad-supported streaming, whether Apple can move the VR needle, Peloton's content hub on TikTok, the first person to ever complete Tetris, and more. Tune in to the discussion with our analysts Ross Benes, Evelyn Mitchell-Wolf, and Max Willens.
Audio
| Jan 12, 2024
Audio
| Mar 8, 2023
The news: Apple is revising child safety measures in the App Store with a new Declared Range API that will allow developers to request approximate age ranges for Child Account users with parental approval, per 9to5Mac. The new system, which is rolling out later this year, will rely on “share age range” notifications rather than requiring government ID verification.
Article
| Feb 28, 2025
Tech’s Big Five (including Meta, Google, Amazon, Microsoft, and Apple) have all upped mentions of AI during their 2024 earnings calls compared with two years prior, according to company releases.
Article
| Aug 14, 2024
Trust in Meta is also low compared with other Big Tech players: Only 31% of US adults trust it with their personal data, per All ĢAV Cookies, compared with 49% for Apple and 59% for Amazon. Our take: Openly using smart glasses data for product improvement could alienate privacy-conscious users.
Article
| May 1, 2025
Consumer electronics: Apple, Dell, and HP may face stiffer competition from Huawei, Samsung, and Xiaomi for mobile phones and computers. Automobiles: Higher costs for Ford, General Motors, and Tesla could open the door for Toyota, Volkswagen, and BYD to gain ground. How will retaliatory tariffs influence consumer behavior toward US brands in Latin America?
Report
| Feb 28, 2025
Google found guilty of anti-competitive practices: Court ruling challenges market dominance through exclusive agreements and payments to Apple.
Article
| Aug 5, 2024
Apple and Kuaishou joined the $10 billion club last year, and the new corporate top 10 list will hold relatively steady for the next couple of years. Worldwide total media ad spending will cross the $1 trillion threshold this year. Advertising will join an elite group of industries that have reached such heights. Worldwide ad spending has nearly doubled since 2016, and the outlook remains bright.
Report
| Jan 28, 2025
Chart
| Oct 1, 2024
Source: ĢAV
The FTC is looking to break up Meta's business by forcing it to separate from Instagram and WhatsApp, while Amazon and Apple face their own antitrust challenges. The timing is particularly significant as Google is in the remedy trial for its search case. “There's a good chance that the remedies in both of these cases will be intertwined,” Mitchell-Wolf noted.
Article
| May 5, 2025
Apple’s fiscal Q1 earnings report revealed that services—which also include iCloud, Apple Music, and the App Store—have been a key driver of growth, generating $26.3 billion in revenue. Services now make up 21.4% of Apple’s total revenues. Apple is rethinking its film strategy after a series of box office disappointments, including scrapping the theatrical release of “Wolfs.”
Article
| Feb 20, 2025
Expensive headsets aside, Apple already has the necessary developer, app, gaming, fitness, and streaming video ecosystems to build its next big thing.
Article
| Apr 20, 2023
Earlier this month, Apple unveiled a new AI model, called the ReaLM system, which can recognize and pull out phone numbers or recipes from on-page images, or respond to a request to call “the bottom one” when users are presented with a list of local pharmacies.
Article
| Apr 9, 2024