蘑菇AV

In the second of five reports in our 鈥淧ayments Ecosystem 2024鈥� collection, we look at what鈥檚 influencing how consumers are paying today鈥攁nd what payment providers can do to capture a larger piece of the retail spending pie.

鈥淐ookies are going to be the exception rather than the rule,鈥� analyst Evelyn Mitchell-Wolf said on a recent edition of our 鈥淏ehind the Numbers鈥� podcast. 鈥淎dvertisers and publishers are going to need cookieless strategies going forward.鈥�

In pre-pandemic 2019, computing products and consumer electronics鈥� digital ad spending put it at the bottom of the ranking; this year, it will be third. Financial services will fail to take advantage of economic uncertainty. The sector will see low growth for the foreseeable future. Only the automotive and CPG industries will see slower growth in digital ad outlays this year.

Developing the flywheel: Walmart navigated the choppy waters of the pandemic-era retail landscape well and recently reported Q4 results in which December was the largest sales volume month in the company鈥檚 history. But while stores are the heart of Walmart鈥檚 business, the company is taking a page from Amazon as it looks to build up its ecommerce flywheel. Growing its online sales.

Some of the biggest players fell short of revenue and subscriber goals, leading to executive shuffles and an urgent refocus on the bottom line. General economic uncertainty only compounded those pressures, while cutthroat competition raised the stakes for streaming services across the board. Still, digital video remains a healthy industry, with strong prospects for continued growth and innovation.

After three years of wild fluctuations in retail and ecommerce sales growth, a sense of stability and normalcy is slowly emerging. A healthy if unspectacular rebound for ecommerce is in the cards, and most national markets are heading in the right direction.

With most of the US already watching, growth in overall OTT viewership has slowed to a crawl. But some platforms, formats, and service tiers are still booming, and digital pay TV is complicating the linear TV narrative.

US retail and ecommerce sales are getting back to their pre-pandemic growth trajectories, but consumer spending may be stunted amid ongoing economic uncertainty.

On today's podcast episode, we discuss the impact of multimodal chatbots, the copyright case between The New York Times and OpenAI, and how AI could influence the election. "In Other News," we talk about how much Microsoft's new AI keyboard key might affect AI use. Tune in to the discussion with our analyst Yory Wurmser.

On today's podcast episode, we discuss what to make of Google deciding to keep cookies, whether a Spotify for movies service could work, if people will want to have a conversation with their newspaper, if Disney can be as addictive as Netflix, why there are more Olympic teams than countries, and more. Tune in to the discussion with host Marcus Johnson, our analysts Ross Benes and Blake Droesch, and vice president of content Paul Verna.