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Why it matters: With numerous brands already running RCS campaigns globally, especially in Android-dominant markets like India, Brazil, and Mexico, the US should see a surge in RCS adoption following the iOS update. This shift will not only improve communication but offer marketers a powerful tool to enhance customer interactions and achieve better outcomes.

We expect traditional media to bounce back to 2019 spending levels next year in Argentina and Brazil. The same will occur in 2025 for Chile, followed by Colombia and Mexico in 2026. Peru will be the only country where traditional media ad spending won鈥檛 recover to pre-pandemic levels by the end of our forecast period.

Bluesky鈥檚 decentralized structure attracted users of X during the latter鈥檚 brief ban in Brazil, but its popularity hasn鈥檛 faded since the ban was lifted. Bluesky has over 40,000 algorithmic feed options, and content moderation rules for feeds are decided by individual hosts and users. But where鈥檚 the money? To accommodate this growing user base, Bluesky needs to firm up its monetization strategy.

Worldwide sub OTT viewership will grow 3.5% in 2025 thanks to a decent bump from major population centers like Indonesia, Brazil, and India. But most countries won鈥檛 reach even that modest mark, as sub OTT鈥檚 core markets (in North America and Western Europe) are extremely saturated and won鈥檛 see many new viewers.

Even I think in Brazil where Netflix has a very large subscriber base, there's still quite a bit of opportunity for growth.

There's been really poor harvest in some of the key growing regions like Brazil and Colombia, and coffee chains are also facing really high labor costs, high energy bills, so they're having to be a bit more careful with the perks that they're giving out. Bill Fisher (05:21):. Very good. Good points. Okay, that was our first story. Story two is for Paul.

Indonesia has become a hotbed for ecommerce and social media, and sub OTT has momentum in Southeast Asia鈥檚 largest market as well. In 2024, the country will post the world鈥檚 fastest sub OTT viewer growth among the countries that we break out. That said, penetration will still be very low (15.5% of internet users), and Indonesia has a long way to go before it will become a core sub OTT market.

Zoom out: Roku's partnership with the NBA to launch a free streaming sports channel and content hub, alongside deals like Amazon's WNBA broadcasts and Peacock's exclusive NFL game in Brazil, underscores the aggressive expansion of streaming services into sports to attract viewers and advertisers. Sensing an opportunity, Fox, Warner Bros.

At 5:14, it is second highest in the world behind Brazil and the Philippines (both at 5:26). South Africa leads the region in music/audio penetration. At 82.8%, the country leads by nearly 6 percentage points (UAE follows at 76.4%). South Africa spends at least 30 minutes more watching broadcast TV than the rest of the region.

Just as China leads the world in ecommerce as a share of overall retail, it also leads in digital advertising as a share of total media advertising. It will hold that perch for the remainder of our forecast period, although by 2027 the US will have gained on China and the UK, and all three will have a digital share in the mid-to-high 80s.

For the lead, Ryan, how can in-store audio upgrade the shopping experience? Ryan Mayward:. Well, our customers are omnichannel customers now, right? They're interchangeably using the shopping app and going into the store. They're using the app in the store.

The one-on-one sessions would be tailored to your unique retail and e-commerce business, providing a deeper understanding of the most relevant and timely research that affect your growth goals. Visit insiderintelligence.com/analyst access to find out how you can book your interactive presentations on retail media networks, CBGs and more. Kelsey Voss:.

In Brazil, for example, there is a bill currently under discussion in Congress that seeks to establish the Brazilian Digital Markets Act. In Japan, meanwhile, legislation is due to Parliament early this year that would allow the Fair Trade Commission in the country to impose fines on digital companies that are keeping users locked in to their digital ecosystems.

Chubb鈥檚 Nubank partnership gives it easy access to the bank鈥檚 75.2 million customers in Brazil鈥攁lmost half of the adult population. Users organically become aware of its term life insurance offering in the context of using Nubank鈥檚 app. The consideration cycle is much shorter when coverage is offered at the exact time and place it鈥檚 needed.

It's happened in Brazil a little bit. (12:47):. But the way we see that, there are certain people that would follow them, but they're not typically the people that follow creators. They're people that will more just looking for advice off the internet and search those kinds of things.

He is on our retail and e-commerce desk. Senior analyst coming to us from New York City as well. What's going on, Blake? Blake Droesch:. Hey, Marcus. How's it going? Marcus Johnson:. Hey, fella. Very good, sir. Very good. Okay, what do we have in store for you folks? Well, we have our story of the week. We'll talk about SearchGPT. We move to a game. We end with some random trivia.

Nope, it's Brazil. Jasmine Enberg:. Wow, really? Ina Gottinger:. Which is so interesting. Marcus Johnson:. Interesting. Ina Gottinger:. Well, it also ties into the whole online creative awards. What's coming out of Brazil in terms of creative and creative advertising is really, really top-notch so innovative. They get a lot of awards here too, but I thought that was really interesting.

So I think it does depend on each market, but at least when we look at the majority and generally speaking and even looking at some Latin American data, particularly in Brazil, largest market, we do see that podcast listeners do tend to over index and be a bit more affluent in nature.

GDPR's key principles, including its definition of personal data, the idea of purpose limitation, implementation of security measures, all those can also be found in legislation from Canada, Brazil, India. There are, of course, nuances from country to country, but GDPR really started it all. Its impact can't really be overstated. Bill Fisher:.