As Samsung and Google develop mixed-reality glasses, Apple and Meta refine their ecosystems. Cheaper, lighter devices could finally push AR/VR into the mainstream.
Article
| Jan 24, 2025
As US regulators ease Big Tech scrutiny, the UK is intensifying investigations into Apple and Google’s duopoly, potentially reshaping how these companies operate abroad.
Article
| Jan 23, 2025
While iPhone and wearables sales slipped, Apple’s services revenues grew 13% YoY to $26.3 billion. Apple Intelligence hasn’t paid off yet, but monetizing Siri could give it a boost.
Article
| Jan 31, 2025
Despite a $5 billion quarterly loss in the division, Meta remains committed to VR, even as rivals like Apple, Google, and Samsung close in.
Article
| Jan 30, 2025
Forecasts
| Sep 18, 2024
Source: ĢAV Forecast
Article
| Jan 16, 2025
Forecasts
| Sep 12, 2024
Source: ĢAV Forecast
Forecasts
| Sep 12, 2024
Source: ĢAV Forecast
On today's podcast episode, we discuss how much we will actually be using AI agents this year, what happens when they start talking to each other, and how much Apple is likely to move the smart glasses adoption needle. Tune in to the conversation with Senior Director of Podcasts and host Marcus Johnson, Technology Analyst Jacob Bourne and Senior Briefings Editor Gadjo Sevilla. Listen everywhere and watch on YouTube and Spotify.
Audio
| Jan 21, 2025
Oracle surged 6% amid AI collaboration news. Apple, SpaceX, and Microsoft align with government priorities, leveraging investments for strategic gains.
Article
| Jan 21, 2025
Apple pulls its AI news alerts after hallucinations misrepresent major stories. The controversy shows Big Tech’s ongoing struggle to make AI both useful and trustworthy.
Article
| Jan 17, 2025
Accused of recording private chats for targeted ads, Apple denies wrongdoing but risks tarnishing its privacy-first image.
Article
| Jan 3, 2025
Article
| Jan 2, 2025
Project Digits hints at Nvidia’s ambitions in PCs and smartphones. Partnering with MediaTek positions it to disrupt Intel and Apple while broadening AI’s market reach
Article
| Jan 8, 2025
Article
| Dec 27, 2024
On today's podcast episode, we discuss where the content production dollars will be going, what the Omnicom and IPG deal will mean for the agency client relationship, and how the antitrust and other legal cases against Amazon, Apple, Google, Meta, and TikTok will play out in 2025. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Vice President of Research Jennifer Pearson, and Vice President Paul Verna.
Audio
| Jan 3, 2025
Abandoning its EV ambitions, Apple focuses on AI-driven services and devices, aiming to lead on-device innovation while navigating fierce competition and regulatory battles
Article
| Dec 20, 2024
Big Tech battled Europe’s new rules in 2024: Apple opened its ecosystem to comply with DMA while Meta faced fines and scrutiny over data use and subscriptions. We can expect continued stringent regulations.
Article
| Dec 27, 2024
Google, Apple, and Samsung integrated genAI into their flagship devices, but delays and tepid consumer interest signal challenges ahead.
Article
| Dec 27, 2024
Article
| Dec 11, 2024
With the open-platform Android XR and a more budget-friendly headset, they’re opening the doors to immersive tech for everyone, taking on Apple and Meta’s walled gardens.
Article
| Dec 12, 2024
Forecasts
| Jun 6, 2024
Source: ĢAV Forecast
Article
| Nov 25, 2024
Despite Google Wallet and Apple Wallet’s investments in travel and ID features, adoption has been tepid
Article
| Nov 27, 2024
Apple will manage Apple News inventory itself: Company stands to gain a larger share of spending by deprioritizing third-party vendors.
Article
| Nov 20, 2024