CTV inventory has surged, but the linear TV ad market remains much larger.
Report
| Dec 6, 2024
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’s not Google’s only play. Android Automotive is a more complete operating system and is poised to become the leading embedded car OS. Automakers.
Report
| Nov 30, 2023
Apple Intelligence will only support US English when it launches, and Chinese, French, Japanese, and Spanish speakers won’t get support until sometime next year. X (formerly Twitter) has only 29 people on its content moderation team who speak proficient Spanish, and two who speak Italian. That team has 1,535 English speakers.
Article
| Sep 25, 2024
Big Tech will likely challenge the rule in court. Trump’s second term could also make the rule short-lived
Article
| Nov 21, 2024
This, along with Apple Vision Pro’s failure to gain traction, indicates that business interest in heavy and expensive MR headsets is giving way to lighter, less expensive augmented-reality (AR) glasses. The Vision Pro and HoloLens 2 both start at $3,500. Why it’s worth watching: Microsoft’s decision comes a week after Meta demoed an early prototype of its Orion AR glasses.
Article
| Oct 3, 2024
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’t 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.
Report
| Oct 4, 2023
Social users around the world engage with and make purchase decisions from creator content in similar ways. Localizing creator strategies is key, but marketers can apply the same best practices across many geographies.
Report
| Jun 5, 2025
With revenues soaring 94% to $35.1 billion, it dominates AI hardware, but Big Tech’s in-house chip ambitions could challenge its position.
Article
| Nov 21, 2024
The news: On Thursday, Nintendo released the Switch 2, ​​its first new console since the Nintendo Switch was launched in 2017.
The handheld device comes with upgraded specs, social gaming features, and bundles with exclusive titles like Mario Kart World and Donkey Kong Bananza.
It also includes GameChat, a feature that combines voice and video and lets up to 12 people chat while playing games.
Our take: With a growing package of subscription perks and social hooks like GameChat, Nintendo may be taking a page from Apple’s playbook by turning its hardware into a recurring revenue engine. The Switch 2 could be a sticky ecosystem for Nintendo, even if the price goes up.
Article
| Jun 6, 2025
Apple won’t give European users access to its upcoming Apple Intelligence genAI features after similar pushback. Key takeaway: Claybaugh’s disclosure revealed just how deeply Meta is accessing users’ data and how helpless consumers are to stop it. This could hurt Meta’s brand reputation or push users toward more privacy-focused social media platforms like Cara or Mastodon.
Article
| Sep 11, 2024
AI Edge Gallery shows Google's bet on offline AI, turning Android phones into self-contained smart tools. It outpaces Apple’s walled approach but faces usability hurdles.
Article
| Jun 4, 2025
Chart
| Apr 30, 2025
Source: Ä¢¹½AV; Bizrate Insights
Chart
| Apr 30, 2025
Source: Ä¢¹½AV; Bizrate Insights
Chart
| Dec 24, 2024
Source: NetRatings Japan Inc.; Nielsen
Companies like Qualcomm, MediaTek, Google, and Apple are all betting heavily on next-generation hardware that can run AI on devices. Anticipating problems: Semiconductor and hardware shortages are certain to drive up costs and delay AI growth plans.
Article
| Sep 30, 2024
Apple. Consumer Financial Protection Bureau. Financial Times. Forbes. Google. McKinsey & Company. Piper Sandler. PYMNTS.com. Samsung. StatCounter. Statista.
Report
| Jun 1, 2023
This is more broadly a big win and a milestone in the gaming company’s multi-year fight with Apple. Our take: The introduction of Fab is part of Epic Games’ ongoing process of reintegrating into the Apple ecosystem and an effort to provide a consolidated location for Epic Games tools for developers.
Article
| Sep 17, 2024
This leaves the BNPL industry back at square one in terms of regulation, creating uncertainty for providers
Article
| Mar 28, 2025
Apple will increase its mobile app install ad revenues by 26.3% this year, reaching $5.20 billion. That figure will cross $6 billion by 2024, putting Apple well ahead of its competitors. Google will pull in $4.17 billion this year, and Meta will take $3.69 billion.
Report
| Feb 15, 2023
Amazon, TikTok or Apple. Apple and OpenAI as a search engine. If Judge Mehta rules that Google can no longer pay Apple and others to be the default search engine on its devices, that could hurt the company, especially as Apple Intelligence gets rolled out this month. (21:03):. I was speaking to Ganja Savilia who covers AI for us, one of the folks covering AI for us here.
Audio
| Oct 10, 2024
The offer, available to Apple Card holders, tops off an entire ecosystem of financial management tools for users which includes a digital wallet, Apple Pay Later, and Apple Cash, all accessible on an Apple iPhone. Apple has also built consumer trust through fraud detection methods like multifactor and biometric authentication—an important part of digital banking. Is Apple a threat?
Article
| May 26, 2023
Why it makes sense for Apple:. Apple can use cards and Apple Pay to strengthen customer loyalty and drive volume. New rules set for the end of next year will limit the payment volume that firms can process via UPI. That could open up the payments market and let Apple gain ground on more established rivals in the country.
Article
| Jun 26, 2023
Chart
| Apr 23, 2025
Source: Dynata; Radial
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’s share of total video time keeps falling, but more slowly than before.
Report
| Mar 21, 2024
Chart
| Jun 1, 2025
Source: Ä¢¹½AV