蘑菇AV

Facing increased pressure to achieve profitability, streaming services continue to raise prices and offer bundles. The hope is that bundles will limit subscription cancellations and attract new subscribers.

On today鈥檚 podcast episode, we discuss what a tariff even is, what might happen when they鈥檙e implemented, and how best to prepare for them. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analysts Paul Briggs and Matteo Ceurvels, and Analyst Rachel Wolff.

Walmart bought a mall, Coca-Cola launched a soda, and Nike partnered with SKIMS in February, marking some of the month鈥檚 most interesting retail moves. Here are the eight most interesting retailers and brands from last month, as ranked on our 鈥淏ehind the Numbers鈥� podcast.

OmniHuman-1鈥檚 AI video creation could transform digital media but raises concerns over deepfakes and misinformation.

On today's podcast episode, we discuss how TikTok Shop has changed the way people shop on social media, how the brands who sell on the platform will be impacted if TikTok goes away, and what they should be thinking about next. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Vice President and Principal Analyst Jasmine Enberg.

On today鈥檚 podcast episode, we discuss how GenAI is changing the customer shopping journey the most, the impact of AI agents, and how to maintain brand messaging in a more conversational universe. Tune in to the episode with Senior Director of Podcasts and host Marcus Johnson, our Analyst Jacob Bourne, Vice President Suzy Davidkhanian, and Global Digital Commerce Senior Director, Strategy & Execution, Todd Hassenfelt. Listen everywhere and watch on YouTube and Spotify.

Snap faces ad revenue headwinds despite solid Q4: AI, AR, and creator investments need to deliver as brands seek better ROI in a tight ad market.

Charter Spectrum now offers $65 worth of streaming services: While easy access to alternatives could accelerate churn, pay TV has little choice.

A dedicated Instagram Reels app could give Meta an edge over TikTok鈥攐r fragment its audience. If users resist another app, Instagram鈥檚 video dominance could take a hit.

Short-form video offerings signal the platform鈥檚 push to become more than just a job-hunting site as it aims to compete for screen time with TikTok and Instagram.

As streaming services fill the TV-watching gap, they're also getting more expensive. Streaming video subscriptions rose 12.6% in 2024, while the consumer price index only rose 3.6%, according to an 蘑菇AV analysis. "[Consumers are] going to be the ones suffering the most," our analyst Oscar Orozco said in the episode. "There's just less options.". Turning on shopping streams.

Amazon鈥檚 MX Player acquisition reignites the battle for Indian consumers: $100 million purchase gives Amazon ownership of the largest free streaming service in India.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of February. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Vice President Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Gen Z leads in digital usage by most proportional measures. However, social network use cuts across categories, influencing video viewing and digital buying.

"You're spending a lot of money. Do you know where your ads are?'" Jonah Goodhart, co-founder and CEO of Mobian, said on our "Behind the Numbers" podcast, evoking the classic PSA. Meta announced in January it would replace fact checking with Community Notes, worrying advertisers about brand safety.