In part two of this two-part podcast episode on the Google antitrust ruling, we discuss what this decision will actually mean for Google and which competitor is likely to benefit the most from whatever penalties get handed out. Tune in to the discussion with host Marcus Johnson, analyst Max Willens and vice president of content Paul Verna.
Audio
| Aug 13, 2024
Chart
| Mar 25, 2025
Source: HubSpot
Chart
| Mar 25, 2025
Source: HubSpot
Pitching itself as a collaborator, Substack empowers major outlets like The New Republic and smaller creators to expand their reach.
Article
| Apr 29, 2025
CEO Aravind Srinivas says Comet will track user activity to build deep profiles for hyperpersonalized ads but risks alienating privacy-focused users.
Article
| Apr 25, 2025
Chart
| Mar 3, 2025
Source: Digiday; NCSolutions
Social and streaming platforms now drive Gen Z’s content choices as algorithmic recs eclipse word of mouth for viewing choices.
Article
| Apr 1, 2025
X-Ray Recaps shows Amazon attempting to lean on AI to address those user experience complaints, at least in some capacity; the company has also brought AI to Prime Video to detect audio and video issues.
Article
| Nov 5, 2024
Forecasts
| Oct 25, 2024
Source: ĢAV Forecast
Rite Aid files for bankruptcy for the second time in less than two years: The convenience store + pharmacy model is broken. Success in this space for standalone pharmacies will hinge on providing a first-rate experience for customers buying medications while reformatting stores to prioritize health and wellness products instead of household items and snacks.
Article
| May 8, 2025
Amazon insists it won’t display tariff costs on products after White House backlash: Despite political heat, radical transparency may be best for retailers in an uncertain environment.
Article
| Apr 29, 2025
Newsmax IPO is conservative media's moment: The network’s early success as a public company emphasizes advertiser confidence in right-leaning media.
Article
| Apr 3, 2025
Audio organization: Apple Intelligence can identify separate elements of an audio track and sort them based on content. While that's a lot of additions for an incremental beta update, a beta release indicates that those features are still not ready for primetime. Our take: While Apple is behind other Big Tech giants like Google and Microsoft on genAI, it’s still making progress.
Article
| Oct 24, 2024
Chart
| Mar 18, 2025
Source: Recording Industry Association of America (RIAA)
Chart
| Mar 26, 2024
Source: GWI
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| Mar 17, 2025
Source: Basis Technologies
Chart
| Sep 14, 2023
Source: EY
Chart
| Dec 11, 2023
Source: International Federation of the Phonographic Industry (IFPI)
Chart
| Apr 1, 2023
Source: eMarketer
Satya Nadella admits Microsoft underestimated Google’s dominance in search, a mistake that could prove costly as AI-driven search products gain market share.
Article
| Feb 24, 2025
When vice president Kamala Harris launched her presidential campaign in late July, she needed to quickly make a splash with voters. Social media, and TikTok in particular, was the ideal platform.
“It's on TikTok where Kamala is really shining,” said our analyst Jasmine Enberg on a recent edition of the Behind the Numbers podcast.
Here are three things to consider about Harris’s social media and campaign strategy.
Article
| Aug 9, 2024
As ecommerce grows in back-to-school shopping (34.9% of total back-to school sales this year versus 33.5% in 2023), content creators are playing a pivotal role in how consumers find school supplies.
This shift is driven by younger parents buying classroom supplies for K-12 children and college students outfitting their dorm rooms. Both groups favor online shopping for its convenience and the ability to compare prices, our analyst Sarah Marzano said in a recent edition of our “Behind the Numbers: Reimagining Retail” podcast.
Article
| Aug 9, 2024
Following Google’s second antitrust loss in under a year, Google is at a crossroads. The recent ruling that Google maintains an illegal monopoly on ad tech, combined with last year’s ruling of antitrust practices in online search, could reshape digital advertising.
Article
| May 5, 2025
This year, as the digital ad spend outpaces the time consumers are spending on the medium, media companies are leaning into revenue drivers like commerce media while also investing in content that builds community.
Article
| Jan 15, 2025
In part one of this two-part podcast episode on the Google antitrust ruling, we discuss the reasons US district Judge Amit Mehta decided that Google’s search business constitutes an illegal monopoly and what penalties he is likely to dish out at a hearing in September. Tune in to the discussion with host Marcus Johnson, analyst Max Willens and vice president of content Paul Verna.
Audio
| Aug 9, 2024