As Musk has been spending most of his time at the White House, big-name advertisers including Amazon and Apple have resumed spending. That’s part of a broader trend of big tech companies aligning themselves with the Trump administration. Some of those companies are facing regulatory scrutiny: Amazon’s and Apple’s antitrust trials, for example, are scheduled for 2026.
Report
| May 2, 2025
We do not count headsets like the Meta Quest or the Apple Vision Pro as smart wearables, but they are nonetheless competing for consumer attention with the accessories we do count. VR headsets haven’t lived up to the hype so far, whereas wearables have generally exceeded expectations. This divergence will become starker in 2025 as the popularity of diverse new wearable form factors continues to grow.
Report
| Jan 9, 2025
The FDA’s qualification of the Apple Watch’s atrial fibrillation history feature for clinical study use is also a step in the right direction in assuaging physicians’ accuracy concerns. But there’s still work to be done on the integration front.
Article
| Dec 13, 2024
Apple recently pulled back from its in-theater strategy after repeated flops. Theaters are responding by enhancing the in-person experience through renovations and improved amenities. The theatrical atmosphere, particularly during holiday seasons, maintains its unique appeal despite streaming's convenience and cost advantages.
Article
| Dec 11, 2024
Apple. ARtillery Intelligence. Google. International Data Corporation (IDC). Meta. Piper Sandler. The Harris Poll. YouGov.
Report
| Jun 13, 2024
Chart
| Nov 15, 2022
Source: Insider Intelligence
Chart
| Sep 19, 2023
Source: Data for Progress; American Economic Liberties Project; Fight Corporate Monopolies
Chart
| Mar 2, 2023
Source: Edison Research; Amazon; Wondery; Art19
On the hardware side, three Apple engineers who worked on Apple Silicon formed Nuvia, a chip startup that Qualcomm acquired in 2021 for $1.4 billion. The hottest new AI tool: NotebookLM is Google’s AI-powered note-taking and research software.
Article
| Dec 5, 2024
Quickly going back to the Apple one, another interesting factoid. The original rainbow stripes in the logo were because the Apple computer was the only one that could show images in color. Yeah, many iterations away from that. However, this is the great Behind the Numbers Takeoff forecasting trends and predictions for 2025. It's Great British Bake Off style show.
Audio
| Jan 24, 2025
Forecasts
| Feb 27, 2025
Source: ĢAV Forecast
Forecasts
| Mar 19, 2025
Source: ĢAV Forecast
Forecasts
| Mar 19, 2025
Source: ĢAV Forecast
Forecasts
| Apr 26, 2025
Source: ĢAV Forecast
Forecasts
| Mar 19, 2025
Source: ĢAV Forecast
Forecasts
| Mar 19, 2025
Source: ĢAV Forecast
Amid dizzying policy unpredictability and a grab bag of unpleasant economic possibilities, precise ad spend forecasting is challenging. A scenarios-based approach can help clarify potential outcomes.
Report
| Apr 30, 2025
This is the Q1 2025 installment of our quarterly “Ad Spending Benchmarks” series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.
Report
| Apr 18, 2025
Retail ended 2024 on a high note as mobile shopping drove ecommerce sales and stores staged a comeback. Will the 2025 holiday season be as fruitful?
Report
| Mar 20, 2025
Amazon and Walmart dominate the landscape, but the other half of US ecommerce sales is still up for grabs.
Report
| Mar 14, 2025
It cancels a $1 billion US data center plan and pauses other developments as it braces for rising material costs and geopolitical pressures.
Article
| Apr 8, 2025
Our take: Voice assistants can be difficult to monetize and haven’t contributed big returns to brands like Apple, Amazon, and Google, putting Humane on an uphill battle to find its niche. Licensing CosmOS to third parties is a start, but it’ll need to demonstrate how its software could outperform Alexa or Siri.
Article
| Dec 6, 2024
The success comes as competitors, especially Apple TV+, struggle to perfect their theatrical-to-streaming strategy. Marketing reach: Of course, a modern hit isn’t done without a promotional partnership—or twenty. A custom Roblox promotion attracted 163 million global visits. Partnerships included M&Ms, Farmers, LG, Duracell, and Salt & Straw.
Article
| Dec 17, 2024
Meanwhile, it’s partnered with Apple to power Apple Intelligence. While iPhone users won’t soon be driven to an OpenAI browser (Safari remains Apple’s default, with Google the default search engine), the visibility will help OpenAI. Closing the Chrome gap.
Article
| Dec 5, 2024
By tapping into the lucrative CTV market, Walmart aims to compete with major players like Amazon, Apple, Google, and Roku. Vizio will help Walmart “bring to market new and differentiated ways for advertisers to meaningfully connect with customers at scale and boost product discovery, helping brands achieve greater impact from their advertising investments with Walmart Connect,” per a press release.
Article
| Dec 3, 2024