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The rule would require larger payment apps to be regulated like banks. Ending this rule would be a win for Apple Pay and Google Wallet

RedNote was the most downloaded free app on the US Apple App Store and on Google Play on Tuesday, per Appfigures. With 300 million active users, mostly from China, RedNote鈥檚 numbers pale in comparison to TikTok鈥檚 projected 1.8 billion users in 2024, per Business of Apps.

How we got here: Apple finally started opening up its walled garden to resolve antitrust investigations from both the EU and the US. Apple made its NFC tech available to developers in the US, the UK, and five other markets in the iOS 18.1 update. To use the tech, developers have to enter into a commercial agreement with Apple and pay fees.

According to Business of Apps data from 2023, YouTube Music accounted for under 14% of global music streaming market share, behind Spotify (32.1%), Apple Music (15.0%), and Tencent Music (14.1%). An ad-supported layer is only just coming to the US market. Premium Lite will serve ads next to music content for a discounted subscription.

Apple, meanwhile, has benefited from a pause on tariffs on consumer electronics and has begun to shift iPhone assembly to India. Grocery-oriented retailers will fare better than most. Walmart, Costco, and Kroger ecommerce sales will grow faster than average, since most food, beverage, and household essentials are sourced domestically.

PayPal鈥檚 sales and marketing spend, for example, has fallen YoY every quarter for the past year, but it just launched its biggest ad campaign yet to promote its debit card integrations with Apple. Click here to view our full forecast for US payments and money movement industry digital ad spend. Ongoing financial stress has squeezed payments ad spending this year.

Apple is integrating ChatGPT into Siri. At its Worldwide Developers Conference on June 10, 2024, Apple announced a partnership that will allow iOS18 and macOS Sequoia users to access OpenAI鈥檚 multimodal GPT-4o model for free from their devices.

However, this is an apples-to-oranges comparison since YouTube is in a category of its own; it competes for ad dollars not only with social networks but also with streamers like Netflix. Retailers Shein and Temu are pushing up Meta鈥檚 ad prices. The pair have been spending hundreds of millions of ad dollars to reach US shoppers, boosting Meta鈥檚 bottom line and increasing rates.

That led to Microsoft鈥檚 Copilot PCs, Apple鈥檚 M4 Macs, and smartphones such as Google Pixels and Apple iPhones touting AI as a key upgrade. On-device AI functionality is expected to push adoption and upgrade cycles. However, 45% of US smartphone users are not willing to pay extra for AI on smartphones, per YouGoV.

Updated phone models from Apple, Samsung, and Asus this year feature powerful CPUs and high-quality displays that are primed for gaming and can handle more graphically complex titles. This could encourage consumers to pay for premium mobile versions of AAA games that were traditionally reserved for consoles. Our take: As we move into 2025, the mobile gaming landscape will likely evolve further.

Meta, Apple CEO Tim Cook, OpenAI鈥檚 Sam Altman, Google, and Amazon have each contributed $1 million to Trump鈥檚 inaugural fund. From this group, only Amazon and Google made $200,000 contributions to Biden鈥檚 inaugural fund four years ago.

Apple is introducing Apple Intelligence to iPhones, iPads, and Macs and claims it will use on-device processing to protect privacy. However, the company has warned that the European rollout of the tech will be delayed by EU antitrust laws.

Most companies with pocketbooks deep enough to purchase the browser, like Amazon or Apple, would create their own antitrust concerns, which could influence a judge鈥檚 decision to force a sale. Data syndication is a less flashy but just as significant cudgel.

In seven charts, this report tells the story of some of the most critical trends that digital leaders need to know about in 2024 and beyond.

Samsung鈥檚 strategy: While smartphone rivals like Apple and Google are duking it out on AI in smartphones, Samsung, the world鈥檚 biggest-selling TV brand for the 18th year in a row, is expanding into AI to push TV upgrades. Samsung鈥檚 Vision AI platform uses AI to improve picture and sound quality.

Apple CarPlay is the top connected car system in the US, with 46.0 million consumers using it this year. Google鈥檚 Android Auto is second with 32.1 million users. We expect the gap between Apple and Google to widen through 2028, when Apple CarPlay will secure nearly 30% of the connected car market compared with Google鈥檚 20.3%.

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.

As the clock ticks on a required sale, regulatory risks could upend ad strategies and force brands to pivot.

Enough with apple pie. Jeremy Goldman (16:15):. Cherry all the way cherry and then apple. Marcus Johnson (16:18):. Rachel, help me out? Rachel Wolff (16:19):. I think banana cream pie has to be-. Marcus Johnson (16:21):. Cut that Lance, we can't have this here. Jeremy Goldman (16:24):. Pecan also. Okay, fine. Anyway, okay. So pie wise, listen. So focus. Marcus Johnson (16:33):. Sorry.