Payment startups might be better off cutting costs and scaling back expansion plans until the funding climate improves.
Article
| Jan 23, 2023
The two networks are edging closer to joining the UPI, which would open up a massive market opportunity.
Article
| Jan 18, 2023
The firm is reportedly in talks over a sale. We discuss why it could be an attractive acquisition and how likely a buyout is.
Article
| Jan 6, 2023
The firm completed big down rounds, branched out with new products, and battled intensifying BNPL competition.
Article
| Dec 22, 2022
Will Elon Musk’s Twitter flourish or falter? Despite the current chaos, some see potential for significant changes.
Article
| Dec 22, 2022
Emirati paytech Tabby secured $58M in a sign of investor confidence in the region’s BNPL market potential.
Article
| Jan 19, 2023
Weixin users can receive remittances from Tencent’s global partners directly to their wallets.
Article
| Dec 2, 2022
Profits slid 63% YoY in the three months ending in June as the government clamped down on the firm. Overseas Alipay expansion may help reinvigorate growth.
Article
| Nov 18, 2022
On today’s podcast episode, we take a deeper dive into lesser-known areas of Amazon’s business. First, we examine the initiatives at play for the company's TV and voice businesses. Then, we discuss Amazon's ambitions around “just walk out” and smart payment technology. Tune in to the conversation with our analysts Grace Broadbent, David Morris, and Yory Wurmser.
Audio
| Aug 28, 2023
With the success of retail media playing out under the looming shadow of third-party cookie deprecation, retailers are well positioned to make a case for the value of their data for non-endemic brands.
Article
| Jul 2, 2024
Although every app category will gain users in 2023, the average smartphone owner will install and open fewer individual apps as consumers settle on their favorites.
Report
| Sep 28, 2023
Credit cards will remain the most popular retail payment method in the US through next year, with total credit card transaction value reaching $3.843 trillion in 2025, per our forecast.
Article
| Apr 2, 2024
An extended returns policy is the No. 1 experience-based reward that US adults would be most interested in receiving from brands, per Ebbo’s October 2023 survey.
Article
| Feb 8, 2024
After a slight dip in 2022, US retail ecommerce sales growth will accelerate each year through 2027, according to our forecast. By that point, ecommerce sales will reach $1.736 trillion and make up one-fifth of total retail sales.
Article
| Mar 28, 2023
It’s getting harder for apps to grow their user bases.
Article
| Jun 3, 2024
S digital out-of-home (DOOH) will make up 31.4% of out-of-home (OOH) ad spend this year, showing recovery after a pandemic dip, according to our forecast.
Article
| Aug 15, 2023
On today's podcast episode, we discuss if ‘Just Walk Out’ technology will ever catch on at scale, how different generations respond to self-checkout, and what the next iteration of in-store payments will look like. Listen to the conversation with our analyst Sara Lebow as she hosts analysts Sky Canaves and David Morris.
Audio
| Aug 14, 2024
Chart
| Aug 16, 2024
Source: ĢAV
Chart
| Aug 16, 2024
Source: ĢAV
Chart
| Aug 16, 2024
Source: ĢAV
Chart
| Aug 16, 2024
Source: ĢAV
Chart
| Aug 16, 2024
Source: ĢAV
Key stat: Generative AI adoption will climb to 77.8 million users in the two years following the November 2022 release of ChatGPT, more than doubling the adoption rate of both tablets and smartphones, according to our forecast.
Article
| Aug 11, 2023
Fiserv’s Tap to Pay on iPhone rollout and ACI’s expansion into larger merchants open up a big growth opportunity for these providers
Article
| Apr 25, 2023
On today's podcast episode, we discuss the most important parts of the EU's new AI Act, what's missing, and how these rules could shape US regulation. "In Other News," we talk about what nefarious GPTs can get up to and a card-linked buy now, pay later (BNPL) offering. Tune in to the discussion with our analysts Carina Perkins and Yory Wurmser.
Audio
| Mar 12, 2024