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While the market for AR and VR headsets has been sluggish, it is anticipated to rebound with new product launches like the Apple Vision Pro and Meta Quest 3鈥嬧��. Yes, but: Much of the metaverse鈥檚 potential (for now) may not be tied to marketing applications. Businesses are leading the charge by investing heavily in digital twins and remote collaboration tools鈥嬧�� more than consumers.

We correctly called Apple exploring BNPL, after it teased Apple Pay Later. And Meta, Google, and Amazon have built out the financial services they offer, although have all taken very different approaches. Our hyper-personalization prediction: We foresaw that new players would build hyper-personalized experiences to help consumers take control of their finances.

And a recent tie-up between Domino鈥檚 and Apple CarPlay lets drivers order pizza from their car dashboards. The connected-vehicle payments industry will reach $600 billion by 2030, per consulting firm Ptolemus. What鈥檚 next? Car IQ wants to capture more of this potential payments volume, so it鈥檚 also working with Visa and automakers to embed payments within consumer vehicles鈥� infotainment systems.

Spotify, iHeartRadio, and Apple have emerged as the dominant audio-first platforms for podcasting, with 36.7 million, 30.4 million, and 28.6 million projected listeners in 2023, respectively. Spotify鈥檚 podcast business has come under scrutiny of late, but its US user base will still grow the fastest of the three, at 9.5%.

Although they are not apples to apples comparisons, Deloitte expects spending to be roughly flat with last year and the National Retail Federation forecasts a 6.5% dip from last year鈥檚 record high.

It鈥檚 a similar case for Major League Baseball, whose games are split across cable, YouTube, Apple TV+, TBS, and more. Even politicians are growing frustrated about the poor user experience: New York鈥檚 attorney general called Apple and the MLB locking a historic game behind a paywall 鈥渨rong and unfair.鈥�.

Apple will also see above-average gains at 15.5%, as consumers flock to upgrade to the iPhone 15 in what is expected to be a 鈥渕ini supercycle鈥� for the popular smartphone manufacturer. Retailers will see uneven ecommerce gains. This season won鈥檛 be like 2020, when every retailer鈥檚 ecommerce business ballooned.

And I think just the more people get exposed to chatbots, and what they can get out of generative AI tools in general, understanding the use cases and how it might be applicable to their daily life, then we'll see more adoption, and of course, things like Apple Intelligence, whoever has the latest iPhone is going to probably be using it by default.

It had been in contact with several media companies, including Amazon, Apple, and ESPN. Apple looked likely to be the winner, but talks stalled recently. Why it matters: YouTube TV winning Sunday Ticket over Apple is a major coup for Google. The service, which surpassed five million users in July, could see a rapid increase in demand.

The Google-owned video giant competes not only with CTV platforms but also with social, mobile, and desktop video providers, so apples-to-apples comparisons are difficult to come by, given the wide range in rates for different content types. Recent allegations that YouTube may have misled advertisers adds another wrinkle to the CPM conversation. (YouTube has denied the claims.).

Apple is ramping up its mobile search business鈥攁t Meta鈥檚 expense鈥攁nd getting into streaming TV ads. Microsoft has quietly laid a foundation for the future of digital advertising with assets in search (Bing), social (LinkedIn), gaming (Xbox), retail media (PromoteIQ), and ad tech (Xandr). Ecommerce giants power the retail media boom.

The actor鈥檚 appeal across generations can help attract users for the company鈥檚 debit card and in-store offerings

Inasmuch as much as TikTok is going to disappear from the app store on your Apple and Android devices and everyone is going to freak out, that's going to be big news. However, that doesn't mean anything's really going to happen, right? TikTok is still going to function. It's still going to be here. Business will proceed as normal for a while and then we'll start to see how this is going to play out.

Commercials appear during live sports shown on Apple TV+, but the sports leagues sell that advertising themselves. In February 2023, The Information reported that Apple hired an executive focused on building an ads business for Apple TV+. In March 2024, Business Insider reported that Apple poached an advertising executive from NBCUniversal.

Social commerce is the fastest-growing US retail channel, and retailers will need to offer a seamless payment experience to maximize the opportunity. Understanding payment preferences will be key to ensuring conversion at checkout.

Three times as many people said they would buy a headset from Apple. Three times as many as second place, Google. And Meta came way behind in sixth. So it is just a different ballgame just because Apple is putting it out. Blake Droesch:. Yeah. I mean, that's another thing, is just the Apple ecosystem. So many people have it.

AR is part of Meta鈥檚 vision, and other companies鈥擭iantic, Apple, and Google, for instance鈥攈ave focused their investments primarily in AR devices and software platforms rather than in VR. Brands continue to explore virtual worlds.

In 2022, first movers like Apple, Meta, and Capital One caught the privacy wave by positioning themselves as leaders in safeguarding customer data. First movers will put the spotlight on laggards' privacy gaps.

Apple could also use the search competition as an opportunity to start a bidding war between Google and Microsoft over status as the default search engine for iOS. However, if scrutiny by the UK鈥檚 Competition and Markets Authority over Google allegedly sharing search revenue with Apple results in repercussions, Microsoft might reap the benefits.

Office presence vs. productivity: Apple is under fire for threatening to discipline employees who do not come into office at least three days a week, per Insider. Apple is enforcing its return-to-office policies by tracking badge records to ensure in-person attendance three times a week.

Spotify, Apple, and YouTube own the market. Spotify is the biggest player in the US digital audio market with 36.3% of paid digital audio subscribers in 2023. This year, YouTube Premium (28.6% of subscribers) will take over Apple Music (28.4%). While Spotify鈥檚 share of the digital audio market as a whole will shrink slightly, its podcast listener share is increasing.

A month later, Abhi Pabba, a former Apple executive who helped manage credit risk for the Apple Card, left to join credit card startup X1. The big takeaway: Spending more to invigorate its card unit as it seeks to compete with big-name issuers may have contributed to Goldman Sachs鈥� multibillion-dollar loss.

For my first number, which comes from a recent report we published on Apple in consumer finance, 46% of Apple iPhone owners will use Apple Pay in 2023 according to our forecasts. That's a lot of Apple Pay users. Now, payments obviously are the most prevalent example of embedded finance, but how else now that Apple has that huge base of people who are using Apple Pay?

Gen Z shoppers are more likely to discover new items directly on brand websites and apps鈥攆or example, nike.com and apple.com鈥攃ompared with older shoppers. But they are somewhat less likely to discover products on third-party retail websites and apps, such as amazon.com and walmart.com.