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If Apple were to implement Private Relay by default into an iOS update, the feature could be a 鈥渘uclear option鈥� for the Conversion API (CAPI) model, as noted by media strategist Eric Seufert in a Mobile Dev Memo article cited by AdExchanger.

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.

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.

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.

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?

The sports league published an 鈥渋nvitation to tender鈥� for broadcasting rights in the Americas, Asia, Middle East, and North Africa, opening up the floodgates for bidders and ending a reported deal with Apple that never came to fruition. Rights, anyone?

Digital technologies are reshaping customers' in-store payment experience. Here鈥檚 what payment providers must know about in-store payment digitization trends.鈥�

Marqeta Flex helps digital wallets and card issuers embed BNPL options, eliminating the need for direct integrations with merchants

Apple could change that. 鈥淚 think [Apple] has the best shot of creating the first super app to take off in the US,鈥� said Canaves. 鈥淭hat鈥檚 really thanks to the hold of the iPhone on US teens and integration of payment services.鈥�. Gen Z expects this sort of seamless integration in ecommerce.

That switch would represent a $3 billion loss for Google, made especially concerning by a similar $20 billion contract with Apple ending this year. In the last two years, there have also been rumblings that Apple may develop its own search engine for iOS.

In addition, new launches are set to galvanize the industry: Oculus Quest 3 (Meta just signed a preliminary agreement with Tencent Holdings to sell a budget-friendly version of its mixed reality goggle), the soon-to-be-released Apple Vision Pro, and products from ByteDance-affiliated Pico. Resources are being devoted to develop this space.

Beyond the chart: Apple is expected to unveil its new AR/VR headset next week with an aim to make the tech mainstream, much as Meta has with Quest headsets and Horizon Worlds. But a lofty price tag and general bulkiness will likely make mass adoption more difficult to achieve for Apple鈥檚 headset than it was for the iPhone. A mixed reality future still seems to be a ways off. More like this:.

Streaming services operate under various business models, so comparing them isn鈥檛 exactly apples to apples. A streaming service that underindexes on advertising may be doing so intentionally because it relies most on subscription fees to fund content production and it doesn鈥檛 want to increase churn by opening up the advertising firehose too widely.

Competitors like Amazon, ByteDance, Microsoft, and Apple are now growing their global ad businesses far more quickly. What鈥檚 Inside. This report contains our latest forecasts for global ad spending through 2026. It includes our estimates for the following areas:. Total Media Ad Spending Worldwide. Traditional Media Ad Spending Worldwide.

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.

Although growth in new users has slowed in recent years, Google鈥檚 renewed push into the wearables market, long dominated by Apple, may spur innovation and create new opportunities for apps and the marketers using them.

The charges claim that Google is violating the Digital Markets Act (DMA), adding the company to the list of tech giants including Apple and Meta recently targeted for breaches. A ruling would likely not come until spring 2025, but Google could face a steep fine of as much as 10% of its global annual revenues if it doesn鈥檛 fall in line with the DMA鈥檚 rules.

Wallets, from Apple to PayPal to Paze, are introducing passwordless authentication that can be applied across mobile operating systems.

This group includes streaming services whose CTV ad revenues we don鈥檛 currently break out (such as Amazon Prime Video and Apple); smart TV-makers with ad businesses (Samsung, Vizio, LG); and retailers that are selling CTV inventory through their media networks. To view the full forecast, click here.

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.