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Examples include PayPal鈥檚 digital smart receipts (stored and searchable in-wallet), its package tracking (offered even for purchases made outside the wallet), and Apple Pay鈥檚 debit card balance and transaction history integrations. Payment method optimization can help consumers choose the card that delivers them the most benefit.

Infinite Reality envisions a future in which Obsess鈥� technology helps it develop device-agnostic immersive experiences for brands that are accessible across web browsers, games, and devices like the Apple Vision Pro and Meta Quest.

As US regulators ease Big Tech scrutiny, the UK is intensifying investigations into Apple and Google鈥檚 duopoly, potentially reshaping how these companies operate abroad.

On today's podcast episode, we discuss how much Google鈥檚 鈥楢I Overviews鈥� can drive ad revenue for the company, which platform is most likely to chip away at its search lead, and what will be the most likely outcome from its antitrust trials. Tune in to the discussion with host Marcus Johnson, director of Briefings Jeremy Goldman and analyst Daniel Konstantinovic.

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.

It's kind of in line with Apple and Google, Disney's entertainment division for context posted an operating margin just above 11% and Warner Brothers, Discovery, and Paramount Global are barely profitable on the content side. So 30% margins are unheard of.

Pete Distad, a former executive at Apple and Hulu, has been appointed CEO, overseeing the project from Venu Sports' office in Los Angeles. Why it matters: Venu Sports represents a significant shift in the sports streaming landscape, aiming to capture the attention of cord-cutters who have moved away from traditional pay TV.

The tech industry is hurting鈥攅ven Apple is expected to report a year-over-year revenue decline this week. Valuations are tumbling. Layoffs abound, and venture capital deal value is down. 鈥淧eople are not buying into the hype as much, and [these new technologies are] really going to start to be applied in useful ways for marketers,鈥� said our analyst Yory Wurmser.

On today's podcast episode, we discuss a digital out-of-home (OOH) TikTok initiative, whether OOH ads have actually bounced back, and what we expect to see from in-store retail media. "In Other News," we talk about YouTube experimenting with longer but less frequent ad breaks and whether consumers are finally bumping up against a video streaming ceiling. Tune in to the discussion with our analyst Ross Benes.

Retail media will make huge gains this year in Canada. Our first-ever forecast for retail media ad spending in Canada and our joint survey of ad buyers (conducted with IAB Canada) highlight the latest developments.

YouTube is the preferred podcast platform among US listeners of this medium, according to Morning Consult. Spotify takes second place, followed by Apple Podcasts and Pandora.

Advertisers should think carefully about how the nature of user engagement may shift. ATT鈥檚 legacy is far from set. Before Apple changed everything, platforms may not have bothered with RMN tie-ups, and Meta would never have scrambled to set up the Conversions API. Expect more to change as ad buyers continue to reckon with that signal loss.

AR is part of Meta鈥檚 vision, and other companies鈥擭iantic, Apple, and Google, for instance鈥攈ave focused their investments primarily in AR devices and software platforms rather than in VR. Brands continue to explore virtual worlds.

But it鈥檚 not necessarily an apples-to-apples comparison since YouTube Shorts is part of the broader YouTube interface鈥�76.2% of YouTube viewers watch Shorts. And TikTok monetizes its users at a much higher rate than YouTube, per our estimates. TikTok is making moves to attract and retain users. Within the last year, TikTok has tried to recruit new US users and creators.

The degree to which streaming services seek out and rely on ads as a main revenue driver varies widely.

A subscription model or on-device ads could offset genAI鈥檚 operational fees but could hurt sales for consumers who aren鈥檛 daily chatbot users. Our take: Since on-device AI is a prominent feature on most smartphone releases now, consumers might not be incentivized to purchase a fully separate device for AI.

On today鈥檚 podcast episode, we discuss how Amazon has made themselves even more essential to customers, why 鈥渢hey can鈥檛 make physical stores work鈥�, and how its advertising business is getting on. Tune in to the episode with Senior Director of Podcasts and host Marcus Johnson, Analyst Rachel Wolff, and Senior Director of Briefings Jeremy Goldman. Listen everywhere and watch on YouTube and Spotify.

Oracle surged 6% amid AI collaboration news. Apple, SpaceX, and Microsoft align with government priorities, leveraging investments for strategic gains.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how standardization can unlock retail media spend, when we are likely to see it, and where the future of targeting is headed. Then for "Red-Hot Retail," our analysts give us some spicy predictions about the future of retail media ad buying. Join our analyst Sara Lebow as she hosts analyst Max Willens and vice president of business intelligence at Advertiser Perceptions Nicole Perrin.

TSMC, which supplies chips for Apple, AMD, Amazon, NVIDIA, and Google posted its first revenue drop in nearly four years in Q1 per The Wall Street Journal. The company and its performance are a bellwether for the technology and consumer electronics sector, where the focus has shifted dramatically from pandemic shortages to an oversupply of silicon and other components.

FTC weighs in on AI hype with a warning: As technology spurs new ventures and investment, agency urges advertisers to not make false claims.

Apple donated computers to schools by the thousands in its early days, which familiarized users with its products from a young age. Although 70% of teens have used a generative AI (genAI) tool, per Common Sense Media, 51% think schools should limit use of genAI products like ChatGPT until safeguards and rules are set up.

Companies like Microsoft, Apple, and Meta are integrating AI across their ecosystems. Google is tapping its cloud services user base to dominate mainstream AI, accelerating adoption.

Wallets, from Apple to PayPal to Paze, are introducing passwordless authentication that can be applied across mobile operating systems.

Social media, ecommerce, and search remain the only routes to elite status in digital ad publishing. ByteDance, Microsoft, and Tencent crossed the $10 billion threshold already, and Kuaishou, Apple, JD.com, and Baidu will join the ranks over the next year or two.