蘑菇AV

Three companies鈥擪uaishou, Baidu, and Apple鈥攚ill join the ranks of the $10 billion ad revenue club this year. Ad spending growth will accelerate across the board in 2024. Digital media, traditional media, and total media ad spending will all grow faster worldwide this year than in 2023.

Meta, along with Apple and Alphabet, could see fines of up to 10% of its global annual revenues over violations of the Digital Markets Act (DMA). Meta was fined 鈧�1.2 billion ($1.3 billion) last year for transferring data from Facebook users in the EU to the US. This fine is a drop in the bucket for Meta, considering both its deep wallets and other massive penalties it鈥檚 facing.

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.

This is more broadly a big win and a milestone in the gaming company鈥檚 multi-year fight with Apple. Our take: The introduction of Fab is part of Epic Games鈥� ongoing process of reintegrating into the Apple ecosystem and an effort to provide a consolidated location for Epic Games tools for developers.

Spotify has been gradually raising its prices, and boosting Premium features is a smart way to keep listeners from downgrading their subscription level or moving to Apple Music.

We expect that share will be roughly flat through at least 2027, though it doesn鈥檛 include non-bank entities like Venmo and Apple that are ramping up their offerings to manage more of their customers鈥� financial lives. Gen Z is propping up gift card sales.

A recent Apple report details its use of more than 10,000 processors designed by Google to develop AI models as it reshapes its business around enabling AI functionality. The partnership with Google could be temporary, given Apple is developing Project ACDC (Apple Chips Data Center) using Apple Silicon to own its server infrastructure and better control its AI pivot.

Meanwhile, a broad array of companies, ranging from luxury retailers like Giorgio Armani to brands like Milwaukee Tool, have come under fire for their purported use of forced labor, with the likes of Apple and Google shifting manufacturing away from China. Our take: PVH represents an easy target for Beijing.

This launch also puts Venmo on a more level playing field with other peer-to-peer (P2P) apps like Cash App and Apple Cash that already offer this feature. The bigger picture: PayPal is trying to grow鈥攁nd monetize鈥擵enmo. To do so, it鈥檚 been pushing the Venmo Debit Card and Pay with Venmo: Monthly active users for both products grew about 30% YoY in Q2 2024.

Other advertising players like Apple are also testing AI ad buying tools. AI demand: Marketers are increasingly seeking AI tools that automate advertising processes, and leading ad platforms are looking to meet their requests.

Big Tech companies like Meta, Google, Microsoft, and Apple have expanded genAI functionality across services and platforms, often free of charge. The caveat: Pure-play AI competitors like Anthropic, Perplexity, Hugging Face, and others offer similar solutions, giving OpenAI鈥檚 customers a wide range of alternatives and increasing pressure on ChatGPT Plus to continue innovating.

And for the fourth consecutive year, Apple Card, issued through Goldman Sachs (at least for now), ranked highest among co-brand credit cards with no annual fee. Behind it were 鈥嬧�婬ilton Honors American Express Card and Costco Anywhere Visa by Citi.

Apple won鈥檛 give European users access to its upcoming Apple Intelligence genAI features after similar pushback. Key takeaway: Claybaugh鈥檚 disclosure revealed just how deeply Meta is accessing users鈥� data and how helpless consumers are to stop it. This could hurt Meta鈥檚 brand reputation or push users toward more privacy-focused social media platforms like Cara or Mastodon.

And I would want to look at those sales figures too, over-the-counter supplements, wearable devices, whether it's things like Apple Watches, really trying to take more of control of their health, get some more of that information from these wearables, the technology we do have on hand. (24:35):.

Based solely on brand trust, more Gen Zers would be likely to buy financial products and services from PayPal, Apple, and Amazon than from another traditional bank/credit union. Incumbents鈥� digital-only offshoots can鈥檛 compete with Gen Zers鈥� trust in Big Tech and retail giants.

Mainly it seems to be about saving people time and making life more convenient, some more YouGov data. 63% of folks agreed that AI will save them time. 44% said they want AI on their smartphone to make life easier, which I guess is what Apple is hoping, well, Apple Intelligence is hoping to do with this rollout. (15:24):.

Google has arrived, and Apple is rumored to be coming. Google released its Pixel Fold in June 2023, and Apple may release one in late 2024. Apple could change the market. If, in fact, Apple releases a foldable phone in 2024, it could transform consumer demand鈥攁s the company does with any market it enters鈥攁nd with it the supply of app customizations. Predictions.

New seasonal items from Amazon鈥檚 Aplenty brand include Honey Crisp Apple Cider, Cinnamon Bun Pancake Mix, Pumpkin Spice Granola, and Caramel Pumpkin Spice Popcorn. Ahead of the winter holidays, Amazon will add more seasonal items like Sparkling Citrus Punch and Double Chocolate Truffle Hot Chocolate.

The iPhone 16 might be the Apple handset built around AI, but many of its highly touted Apple Intelligence features are still pending, and AI features aren鈥檛 planned for the EU or China. iPhone and Samsung鈥檚 Galaxy phone designs have stagnated with yearly incremental upgrades in the same candybar phone factor. The caveat: Foldable phones are notoriously fragile.

Our take: Google doesn鈥檛 have the kind of following Apple does, so it can鈥檛 rely on its brand identity to sell smartwatches. We expect it will only be a matter of time before the Fitbit name is retired and the Inspire, Luxe, and Charge will be Google-branded.

Regulatory crackdowns in Europe have had some consequences for consumers, including Meta and Apple deciding to entirely withhold AI features from EU users. US brands like LinkedIn could be taking advantage of lackluster federal guidelines on data privacy permissions to compensate for the EU user data they can鈥檛 access.

Then the number of streaming services commissioning original shows grew from Netflix and Hulu to include Apple TV+, Disney+, and even free services like The Roku Channel and Tubi. Now there aren鈥檛 any new major streaming services on the horizon. In fact, some streaming services could merge, which would reduce the number of options studios have to sell their content.

Apple鈥檚 AppTrackingTransparency initiative removed the ability to track app data on Apple devices, and Google is expected to finally fully deprecate cookies in Chrome by the end of this year. The next stage of programmatic development will focus on the need to reinvent targeting and measurement. Canada is among a handful of countries that lead the way in embracing programmatic buying.