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On today's podcast episode, we discuss the size of sports betting markets, what happens when regulation gets too tight, and the potential problems associated with marketing within the gambling universe. Tune in to the discussion with our Principal Analyst and host Bill Fisher, Principal Analyst Paul Briggs, Senior Director of Podcasts Marcus Johnson, and Vice President of Content Paul Verna.

For those seeking a regional strategy, favor Southeast Asia over Latin America. Although the latter region will be a bright spot—as it has been for years—ecommerce sales growth is decelerating more quickly there than in Southeast Asia. Currency crises and political instability have become liabilities for many nations in Latin America. For those with limited resources, stick with the US.

On today’s podcast episode, host Bill Fisher, forecasting writer Ethan Cramer-Flood, and analysts Matteo Ceurvels and Man-Chung Cheung discuss why there are so many different types of advertising bans in different countries, if they work, and the economic costs.

Meta’s reach is most prominent in Southeast Asia. In 2023, Facebook will be the most popular social platform across all six countries in Southeast Asia, and Instagram is in second place in four of those countries. However, in the Philippines, TikTok users will eclipse Instagram users in 2024, and the short-video app is already ahead in Thailand and Vietnam.

By adding translation tools in new markets, Reddit seeks to drive growth and keep momentum post-IPO.

The cause: Houthi attacks on cargo ships in the Red Sea forced shipping companies to take longer routes, adding time and cost during a pivotal moment when retailers are stocking up for Q4. The cost: The World Container Index is up 298% year over year to $5,868 per 40-foot container, per Drewry Supply Chain Advisors, and several carriers warned freight rates could climb even higher.

Our take: The Prime Day ad outage won’t cause a sea change at Amazon, and the event is still set to generate record revenues. But the problem highlights an increasingly tense relationship between Amazon and its sellers, who are struggling to stay above water with high advertising and logistics costs.

Growth opportunities in emerging markets: TikTok’s ecommerce expansion, which it hopes will accelerate profits from last year’s $4.4 billion in gross merchandise sales, focuses largely on its success in Southeast Asia.

TikTok is primarily banking on countries in Southeast Asia to reach its objective, but it’s not giving up on the US: In May, the Financial Times reported that TikTok had restructured its ecommerce business to focus on the US and the UK. The US is the world’s second-largest social commerce market after China, generating $68.92 billion in sales this year, per our estimates.

Southeast Asia drives connectivity growth in Asia-Pacific. Asia-Pacific is the second-fastest-growing region for internet users, accounting for over half of internet users worldwide. Of the 15 countries with the highest internet user penetration this year, nearly 50% will be in Asia-Pacific. For smartphone user penetration, 50% of the top 10 will be in the region.