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That made it the fifth publicly traded US company as it joined the trillion dollar club along with Apple, Microsoft, Amazon, and Alphabet. I believe it also puts it not just in the top five in terms of value in the US, but it's also in the top 10 worldwide. Gents, let's skip the halftime report. We'll go straight to the second half of the show today.

Most ads are minimally effective in building brand awareness among younger consumers. Gen Zers and millennials in our study placed little value on most forms of ads, including traditional TV, out-of-home, radio, print, and podcast ads.

On today's episode, we discuss what to make of a seventh consecutive US monthly ad market decline, how ad prices look compared to before the pandemic, and what we expect ad spending in Q2 to look like. "In Other News," we talk about an initiative aimed at reducing barriers to buying ad inventory and sponsorships for women's sports, as well as how many Americans still have cable鈥攁nd for how long. Tune in to the discussion with our analyst Paul Verna.

The case questioning whether Google, which accounts for about 90% of all internet search queries worldwide and in the US established its monopoly by paying folks like Apple billions of dollars, I think 26 billion in 2021 alone, which is one of the numbers that came out of the trial, to make it search engine the default on Apple devices and other products as well.

If there's a way that Apple can bring that blue bubble effect into everything it does, then it can definitely have winning power. That's not a thing people say, Apple will win. Blake, give us another brand that you think has staying power with young people for the next few years. Blake Droesch:.

Amazon has a thriving ads business fueled by its mountains of first party data on its shoppers. And Amazon is miles ahead of other digital ad players who are scrambling to build their own first party data repositories in response to privacy laws that are making it harder to target and measure ads.

The 15 biggest US ecommerce players aren鈥檛 a surprise (here鈥檚 looking at you, Amazon, Walmart, and Apple). User-friendly mobile apps, quick delivery, innovation, and converting sales are what turn retailers into ecommerce powerhouses. Here are the companies our analysts believe best exemplify those features within the 15 largest ecommerce players.

Apple. Klarna. Payment Systems Regulator. PwC. Transact Payments Limited. Venmo.

We're still on the retAIl media trAIn Instacart's on here for adding shoppable YouTube ads and for a partnership with New York Times cooking, Instacart has one of the biggest retAIl media networks in the us. YouTube has one of the biggest CTV audiences, so the match more shoppable ads, it makes sense. We're seeing more and more offsite retAIl media. The last one, Albertsons was offsite retAIl media.

Quickly going back to the Apple one, another interesting factoid. The original rainbow stripes in the logo were because the Apple computer was the only one that could show images in color. Yeah, many iterations away from that. However, this is the great Behind the Numbers Takeoff forecasting trends and predictions for 2025. It's Great British Bake Off style show.

Music advertising also did really well and grew significantly. Marcus Johnson:. So Premium subscribers, two-thirds. Changes to how they think about podcasts, probably pretty much the rest, maybe a sprinkle of music ads as well. Daniel Konstantinovic:. I would agree with that. Marcus Johnson:.

On today's podcast episode, we discuss why more people just signed up to Netflix than expected, how much of their revenue will come from ads, and what its "Next Act" will be. Tune in to the discussion with our analyst Daniel Konstantinovic.

Microsoft scrapped Cortana in favor of reinventing Bing Chat, Apple is reportedly testing an 鈥淎辫辫濒别 GPT,鈥� Google has launched numerous genAI initiatives, and a host of startups are racing to make chatbots more capable. Amazon needs to move quickly to maintain Alexa as a voice assistant leader.

In context, Apple is looking to diversify production outside of China, an exit strategy that other US firms may be looking to emulate. A political risk survey by Willis Towers Watson late last year revealed that 95% of multinational corporations are concerned about China, up from 62% in 2020. This means the country needs to redouble efforts to lock in business opportunities. What鈥檚 next?

Hey, advertisers, is your design team pressed for time? Don't stress. Now, you can build HTML5 display creatives without any design experience or additional software. Create ads with ease in StackAdapt's Creative Builder. Save time. Work smart, not hard. Learn more at go.stackadapt.com/creativebuilder. Minda Smiley:. Facebook has an age problem.

I mean to bring it back to advertising, into all of its ads products and into consumer facing products, and that is a really... I think it's harder to look at as a bellwether for how AI is performing for Google because there isn't necessarily a line item on the earnings report that says, "This is how much AI contributed to our ad revenues".

So at the end of last year, Amazon announced a date for when they're going to start introducing advertising to Prime Video. January 29th is now when they'll start introducing ads to the platform, unless subscribers pay an additional 2.99 fee.

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):.

Well, Allison makes a good point that in the advertising trade, it means something different than it does to ordinary consumers. We have all these terms when you're TV and OTT and so on because that affects how the advertising is bought and distributed. So TV can mean linear or it can mean streaming, it's just completely different.

On today's podcast episode, we discuss what to make of Google delaying the deprecation of third-party cookies (again), what was behind its most recent ad revenue growth, if it can defend its search business from a wave of AI, and what stands out about YouTube's recent performance. Tune in to the discussion with our analyst Evelyn Mitchell-Wolf.

Players can emulate Apple, the gold standard for consumer hardware, software, products, and services integration. mPOS portability and use case expansion drive growth. mPOS solutions offer businesses a portable and affordable turnkey alternative to standalone terminals.

India鈥檚 retail sector is attracting attention from global brands鈥攆or example, Apple opened its first store in the country in April. Although retail ecommerce sales will grow faster than total retail sales for the foreseeable future, online sales will not account for more than 10% of total retail sales through our forecast period. Mcommerce will only grow in importance.