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Following Netflix鈥檚 lead in both ad-supported and subscription-based video are Amazon Prime Video, Disney+, Apple TV+, and Crave from Bell Media. Crave鈥攚hich is home to HBO Max content in Canada鈥攊s a homegrown service and has gained more than 1 million subscribers since 2020. Gen Z and millennials are the primary consumers of digital video.

While both Amazon and Apple have lagged in the genAI game, both made strides toward the end of 2024, including with an AI voice generator from Amazon Web Services (AWS) and Siri improvements from Apple. Adverse effects: AI assistants鈥� advancing capabilities are bolstered by how sophisticated genAI voice technology is. While this is positive for Big Tech, it poses a danger to consumers.

Apple Intelligence aims to revitalize Siri. The upcoming Apple Intelligence suite could yield significant upgrades to Siri鈥檚 capabilities, potentially increasing both iPhone sales and Siri usage if the features function as promised. By integrating ChatGPT and improving language understanding, Apple aims to address long-standing criticisms of Siri鈥檚 limitations.

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 鈥渢he bottom one鈥� when users are presented with a list of local pharmacies.

Expensive headsets aside, Apple already has the necessary developer, app, gaming, fitness, and streaming video ecosystems to build its next big thing.

Apple will use its gains from AppTrackingTransparency to launch a demand-side platform, and QR-launched augmented reality will help rejuvenate out-of-home advertising. Find out what else our analysts predict will impact mobile advertising this year.

Meta tells advertisers not to buy ads on iOS: The company looks to build SMB allies by advising brands to avoid Apple fees.

Discover the dynamic shift toward digital wallets in the US and the UK in the latest podcast episode of "Behind the Numbers: The Banking & Payments Show." Delve into the compelling discourse on how younger generations' move to digital is rendering traditional wallets obsolete. Join host Rob Rubin, our US-based analyst Tyler Van Dyke, and UK-based analyst Carina Perkins as they unravel trends in digital transactions for dining, shopping, and ID verification. In the "For Argument's Sake" section, we dissect the fierce competition for market dominance among industry giants like Apple and Google, established players like PayPal, rising star Paze, and potential disruptors. Tune in for a forward-looking conversation and hit subscribe for the latest insights. Key insights: - Youth-led shift: Analysis reveals a robust trend among younger consumers pivoting to digital wallets for everyday activities, indicating a cultural and technological shift. - Market dominance debate: We uncover the strategic moves by tech titans and emergent challengers vying to capture the largest share of digital wallet users. - Cross-Atlantic perspectives: Insights from US and UK analysts present a diverse view on the adoption of digital wallets, offering a broader understanding of the global digital economy.

European regulators intensified their investigations into Big Tech鈥檚 anticompetitive practices: Apple, Google, Meta, and Amazon parried with regulators throughout the year as various countries put tech giants in their crosshairs.

What鈥檚 happening? Apple announced in June that iOS 17 would provide 鈥渆ven greater protections against trackers,鈥� in a move that will affect links shared from Mail, Messages, and in Safari鈥檚 private browsing mode.

Big Tech (Amazon, Apple, Google, Meta, and Microsoft) will attract nearly two-thirds of US digital ad dollars this year, according to our October 2023 forecast.

Big Tech is responsible for some of the most popular online destinations among consumers. Amazon, Apple, Meta, Microsoft, and Alphabet-owned Google will attract almost two-thirds of US digital ad dollars in 2024, according to our forecast.

Key stat: Google鈥檚 share of US nonretail search ad spend has declined since 2021, when the company saw $57.49 billion in US search ad revenues, according to our forecast. Among Google鈥檚 rivals outside of retail, both Microsoft and Apple are growing their search revenues faster.

On today's episode, we discuss whether Microsoft鈥檚 AI-powered Bing can take share from Google, if social platforms can compete with Amazon on product search, and what to make of the idea that Apple might release its own search engine. "In Other News," we talk about what watching Peacock in the metaverse looks like and how people feel about all of their subscriptions. Tune in to the discussion with our director of forecasting Peter Newman and analyst Max Willens.

On today's episode, we discuss why anchoring augmented reality (AR) experiences to exact locations matters, how the smartphone will transform the smart home, why Apple will revise its app commission policies, and more. Tune in to the discussion with our analysts Jessica Lis and Yory Wurmser.

YouTube is the preferred podcast platform among US listeners of this medium, according to Morning Consult. Spotify takes second place, followed by Apple Podcasts and Pandora.

On today's episode, we discuss whether AR will ever have a less gimmicky and more utilitarian use case, whether Roku is the biggest player in connected TV (CTV), if Apple can successfully move further into financial services, whether "dumb" flip phones might have a mini renaissance, what the world's busiest airports are, and more. Tune in to the discussion with our director of reports editing Rahul Chadha, vice president of Briefings Stephanie Taglianetti, and analyst Max Willens.

On today's episode, we discuss how social media engagement is changing, whether TikTok is the new Google for young people, if the "deinfluencing" trend is here to stay, whether YouTube Music can compete with Spotify and Apple Music, what the road to electric vehicles looks like, and more. Tune in to the discussion with our director of reports editing Rahul Chadha, director of forecasting Oscar Orozco, and analyst Max Willens.

On today's episode, we discuss the significance of Amazon buying a primary care network, how ChatGPT did when it took the US Medical Licensing Exam, and what an Apple mixed reality headset could do to treat pain. "In Other News," we talk about health information being shared for advertising purposes and what to make of CVS buying Oak Street Health. Tune in to the discussion with our analysts Lisa Phillips and Rajiv Leventhal.

While Meta, Google, Apple, and programmatic display are all investment areas for M&C Saatchi Performance, the agency is shaking up some approaches for 2024. 鈥淲e鈥檙e investing in all the tried-and-true performance basics,鈥� said Jonathan Yantz, managing partner at M&C Saatchi Performance. 鈥淏ut we鈥檙e most excited about the CTV [connected TV] and influencer/creator spaces, since both are so dynamic now.鈥�

And it鈥檚 reportedly in talks to take over the Apple Card from Goldman Sachs. This would bring in an influx of new volume for Synchrony鈥攁lthough the card program鈥檚 delinquency and default issues could hurt Synchrony鈥檚 metrics.

The 15 biggest US ecommerce players aren鈥檛 a surprise (here鈥檚 looking at you, Amazon, Walmart, and Apple). User-friendly mobile apps, quick delivery, innovation, and converting sales are what turn retailers into ecommerce powerhouses. Here are the companies our analysts believe best exemplify those features within the 15 largest ecommerce players.

With OpenAI鈥檚 new GPT Store, an Apple App Store-like interface that opened earlier this month, SEO professionals can share their own custom versions of ChatGPT with premium subscribers. But these collaborative innovations aren鈥檛 without their challenges. Generative AI can鈥檛 do everything, and it can be hard to vet new tools in the store.

The tech industry is hurting鈥攅ven Apple is expected to report a year-over-year revenue decline this week. Valuations are tumbling. Layoffs abound, and venture capital deal value is down. 鈥淧eople are not buying into the hype as much, and [these new technologies are] really going to start to be applied in useful ways for marketers,鈥� said our analyst Yory Wurmser.

On today's episode, we discuss why brands should be thinking more about community; Apple rolling out its buy now, pay later offering; consumers' shipping priorities; H&M's new resale program; what in-store retail robots can do; facts about US national parks; and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, vice president of content Suzy Davidkhanian, and analyst Blake Droesch.