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Those would be Google, Meta, Amazon, TikTok, and Apple. They represent over 2/3 of the digital ad market in the US. So there's already a lot of uncertainty as to how those cases will play out, and we don't know how the administration is going to approach some of those. For example, the antitrust suits. But I do think that the overall ad economy, I don't expect it to suffer greatly.

Japan, Baidu, Yandex, Facebook, Instagram, Pinterest, Snapchat, Apple, Amazon, Walmart, Instacart, and Criteo. Analysis is based on Skai advertisers with 15 consecutive months of performance data.

We have long tracked the likes of Netflix, Amazon Prime Video, Hulu, and Disney+, but we now believe that midsize, later entries like Max, Peacock, Apple TV+, and Paramount+ are taking more time per day than we previously estimated. We hope to break out these other sub OTT services soon. TV鈥檚 share of total video time keeps falling, but more slowly than before.

Apple. CarPlay remains the single most important entry point for car-based media, and its lead continues to grow. Apple continues to work on its own car, but it will not come out in 2024. Google. Android Auto ranks second, but it鈥檚 not Google鈥檚 only play. Android Automotive is a more complete operating system and is poised to become the leading embedded car OS. Automakers.

But I think people are, kind of hard to make apples to apples comparison, less put off by ads on Hulu or something. It's just cost of watching streaming services or whatever. Ross Benes:. But that doesn't mean they don't get annoyed by problems with ad frequency. I don't know what Skyrizi is, but I feel like it's for some skin disorder that I don't have and I'm like, I think?

Apple will roll out a demand-side platform (DSP). The tech giant has been advertising for high-level DSP positions since at least mid-2022, so it seems just a matter of time before this happens. A DSP would confirm Apple鈥檚 ambitions to become a bigger advertising player.

For example, Apple recently opened up its NFC tech to third-party mobile wallets, and last year, PayPal added Apple Pay as a payment option for its Advanced Checkout.

I think that if someone is thinking of a music service, they kind of immediately go to Spotify more than they would go to a YouTube music or Apple Music or what have you. This is something that I feel like we point out every quarter, but still-. Marcus Johnson (05:25):. -It is. Daniel Konstantinovic (05:45):. It does matter. Absolutely, yeah.

As streaming subscription prices increase, viewers are becoming more amendable to ad-supported tiers.

Paying by smartphone is now routine for a growing number of consumers, both in stores and online. Recent data shows the size of the user base, shifting demographics, shopper preferences, and how mobile fits into the spectrum of payment options.鈥�

In-store payments provide a new growth avenue for BNPL providers facing slower industrywide volume growth

Even so, issuers may be slow to lift preemptive APR increases as they brace for economic turbulence

The campaign鈥檚 associated sweepstakes encourages users to pay more frequently with PayPal

Congress could repeal the ban, the Justice Department could be instructed to refrain from enforcing the law, but that would open up Google and Apple primarily to potential liabilities if Trump changes his mind somewhere else down the road. So that's also a question mark.

Although announced in 2022, the new version is on track for a late 2023 launch, according to Apple. Apple also continues to work on an Apple Car, although it probably won鈥檛 hit the roads for a few years. What are the implications for marketers? Connected cars will likely split into two main ecosystems. Apple will continue to rely on CarPlay even as it works on the Apple Car.

This year, streaming services will finally earn more than traditional TV in subscription revenues.

Several executives who were present noted his absence, along with that of executives from other Big Tech firms like Apple. Their complaints weren鈥檛 unfounded, given that 97.3% of US children ages 0鈥�11 will use YouTube monthly this year, per our latest forecast, compared with just 3.7% for Facebook and 5.0% for Instagram, for example. YouTube is more popular than Netflix and Disney+ among kids.

Microsoft is taking advantage of Google鈥檚 antitrust ruling, enhancing its own mobile gaming strategy while increasing options for consumers.

This leaves the BNPL industry back at square one in terms of regulation, creating uncertainty for providers

Players like PayPal, Apple, and Amazon all fared better. Apple is especially well primed to win Gen Zers. It could pose a serious threat to banks at the consideration stage. Apple鈥檚 UX and brand loyalty are unparalleled, and it has been boring ever deeper into mainstream financial services for over a decade.

CTV inventory has surged, but the linear TV ad market remains much larger.

And Apple liked this idea so much that they bought it and ported it over to Apple News Plus. And Apple News has turned into a not insignificant stream of revenue for publishers. It's a little bit tougher. Apple tried to make this widely available to people on Android devices.