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The first time I ever visited New York City where I now live in 2008, the Apple Store had just recently opened on Fifth Avenue that the Cube Apple Store, and I specifically visited there. I didn't buy any Apple products.

Apple is spending heavily to create awareness for the headset category鈥攂ut its own initial device is seven times as expensive as Meta鈥檚 $500 Quest headset, making Quest look like a budget-friendly alternative in the burgeoning market. Meta's own apps, including Facebook and Instagram won't support Vision Pro initially.

Apple, one of many US companies seeking to diversify away from China, is running up against production speed and quality problems at plants in India. Tensions between the US and China could escalate faster than China鈥檚 production expertise can be replicated elsewhere.

Yesterday鈥檚 Chart of the Day: One fad Apple. Methodology: Estimates are based on the analysis of survey and traffic data from research firms and regulatory agencies, sales projections, historical trends, company-specific data, and demographic and socioeconomic factors.

Amazon, Walmart, Apple, and eBay will remain the largest US ecommerce companies in terms of sales. But several retailers will find themselves in new positions within the top 15, including Target, The Home Depot, Costco Wholesale, Carvana, Best Buy, Lowe鈥檚, and Wayfair. Key Question: Which US companies will see the most ecommerce growth over the next two years?

The deal gives Google prime placement on Apple devices, but has also deterred Apple from investing in its own search capabilities according to testimony from a former Google executive who now runs machine learning and AI Apple. Max, what's your take now that we have an actual figure? Max Willens:.

It's not even apples to apples, it's multiple streaming services for Disney+, it's not even one. Netflix has seen growth in their user now it's global numbers, I think it was up 16, they were saying in global user numbers. Versus Disney+ in the US is just relatively flat.

Apple, the most profitable among Big Tech, avoided the pandemic-era hiring spree and is now cutting other costs to avoid layoffs. Tech too reactive for its own good: Just like it was shortsighted during the pandemic, the tech industry may come to regret its deep workforce cuts in the future.

Mobile-centered services, such as Apple Arcade and Google Play Pass, remain much smaller. Regulations may lead to third-party stores. Europe鈥檚 Digital Services Act will force Apple to allow 鈥渟ideloading鈥濃�攁pp uploads through third-party app stores. Sideloading already exists on Android, but Google still takes a cut of revenues.

Nearly three-quarters (73%) of boomer Internet users listed Amazon among their top 10 favorite brands, 54% listed Google, and 47% said Apple was among their top 10, per the survey. Some 44.7 million baby boomers will buy something online this year, the lowest number of any generation, per our November 2023 forecast. This suggests the in-store experience remains quite valuable to boomer shoppers.

How AI transforms the customer journey at each stage. 5 predictions on the future of digital advertising, from Meta to Google, Apple, and Amazon. More Chart of the Day. 7/13 - Don鈥檛 fear the AI. 7/12 - B2B鈥檚 LinkedIn the chain. 7/11 - Just in Prime. 7/10 - Prime expectations. 7/7 - Gen Z鈥檚 mind over matter.

While Apple says they鈥檝e fixed the problem, Meta鈥檚 decision to abandon SKAN 4 could significantly limit adoption of the technology. Ecommerce is coming back around. The second tier zeroes in on direct response dollars.

That鈥檚 only about 4 million more than Apple Podcasts, but the latter鈥檚 growth has stagnated while we expect double-digit growth from Spotify through 2024. Much like Netflix, Spotify still makes the bulk of its revenues (about 80%) from subscriptions rather than ads, but we project ad revenues will grow 30.0% in 2023, and podcast ad revenues in particular will grow 42.0%.

Why it matters: Meta lost approximately $10 billion in revenues within nine months after Apple introduced its privacy changes in April 2021. Due to the privacy changes, Meta must rely more on first-party data, such as whether users like, comment, tag, or mention specific brands.

Samsung, an Apple component supplier and the world鈥檚 biggest smartphone and TV seller, is an example of the tech industry鈥檚 broader economic troubles. The plight makes timing for domestic semiconductor expansions risky. In addition, high inflation might force the company to spend an extra $8 billion on material and labor costs to get its Texas factory built.

6/2 - Commercial break-through. 6/1 - One fad Apple. 5/31 - AI鈥檚 reality check.

The introduction of Apple Pay Later is likely to accelerate this trend, given Apple Pay鈥檚 widening adoption in physical retail.

Spending data represents gross consumer spend on the Apple App Store and Google Play from paid downloads and in-app purchases, before the app stores take their fee. In-app advertising revenues are excluded. App publishers may occasionally shift an existing app from one category to another; in these cases, that app based on its categorization at the time of this report's writing.

Apple is working on an iPad docking accessory that will enable users to turn the device into a smart home device. That鈥檚 like what Google is doing to the Pixel with its new charging base that allows the tablet to double as a smart screen. What鈥檚 next: Companies are embracing media partners. As more companies release Matter-enabled devices, the ecosystem will become than the individual device.

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:.

He went to ChatGPT search to find out how earnings from a few different tech companies were going to impact the markets in the morning when they opened, and the responses that he got were basically saying that Amazon and Google or Amazon and Apple hadn't reported earnings yet when they already did.

Apple Pay鈥檚 open banking integration could shake up consumer banking habits. Gen Z will be opening up a lot of new bank accounts, but banks will have to win their business. Banking prospects want to test mobile apps before downloading. 10 industries ranked by digital ad spend share.

But recent changes from Apple and Google have threatened the effectiveness of email marketing, forcing marketers to figure out which metrics matter most. 鈥淥pens are dead for all intents and purposes,鈥� though they can still show directional trends, said Ryan Phelan, managing partner at marketing company RPEOrigin. Instead, click-based activity is what marketers should be paying attention to.