Navigating US sanctions and a Chinese antitrust investigation could derail Nvidia’s supply chain, delay cutting-edge hardware, and challenge its dominance in a global market.
Article
| Dec 10, 2024
Chart
| Jan 20, 2025
Source: Boston Consulting Group (BCG); Ipsos; Leaps by Bayer
Chart
| Oct 2, 2024
Source: Macarta
Chart
| Jan 20, 2025
Source: FinTech Global
Edelman wants to rely less on top-funnel brands: Layoffs show the company attempting to diversify revenues and meet demand for marketing services.
Article
| Dec 5, 2024
The retailer plans to expand its physical footprint by opening 500 to 600 shops across Asia, Latin America, and Europe in the next few years. On Monday it teased a potential collaboration with Beyoncé in an Instagram post featuring the caption “INTRODUCING: A New Chapter.”
Article
| Sep 24, 2024
Latin America comes in a distant second with a 10.7% share. What’s more, Asia-Pacific will remain the third-fastest-growing region (3.6%)—behind the Middle East and Africa (6.0%) and Latin America (4.2%). However, Asia-Pacific’s growth rate has likely already peaked. Digital video still has runway for growth in Asia-Pacific. Asia-Pacific is underindexing in digital video viewer penetration.
Report
| Nov 15, 2023
On today's podcast episode, we discuss how shopping will get even more social, how brands will be fighting their way into your messaging apps, and more. Tune in to the conversation with Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg and Senior Analyst Minda Smiley. Listen everywhere and watch on YouTube and Spotify.
Audio
| Jan 13, 2025
India has 22 official languages, which makes production of original content more complex than in regions like Central or Latin America, where many countries share the same language.
Article
| Oct 8, 2024
Among Emerging Markets, Latin America and India Have Arrived. For years, we have pointed to Latin America and India (and sometimes Southeast Asia) as the future. As of 2023, the future will have arrived. India is set to break into the top 10 in global ad spending, and Brazil is already ninth.
Report
| Jan 9, 2023
Rapid user growth highlights demand for decentralized, ad-free feeds, but scalability and monetization remain critical hurdles for long-term success.
Article
| Nov 15, 2024
After making various tie-ups and investments in Southeast Asia, the company is now focused on Europe, Latin America, and the Middle East. Our take: Adding diversified payment methods should also help Adyen’s terminal gain traction.
Article
| Sep 27, 2024
Chart
| Jan 21, 2025
Source: Sensor Tower
In Q3, retailers struggled with shopping trends upended by extreme summer weather along with a threat of incoming tariffs.
Here’s how they addressed these challenges in their Q3 earnings calls and what it could mean for the industry heading into 2025.
Article
| Nov 27, 2024
On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of March. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Senior Director of Content Becky Schilling and Analyst Sara Lebow will defend their list against Principal Analyst Sky Canaves and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
Audio
| Mar 26, 2025
The capability should help boost Pix’s in-store volume, serving as a roadmap for the US’s FedNow to boost retail adoption
Article
| Nov 7, 2024
Chart
| Jan 15, 2025
Source: Boston Consulting Group (BCG)
Chart
| Jan 15, 2025
Source: Boston Consulting Group (BCG)
Chart
| Jan 15, 2025
Source: Boston Consulting Group (BCG)
Chart
| Jan 19, 2025
Source: Edelman
Earlier this year we debuted retail and ecommerce projections for 25 additional countries in Europe, 10 in Latin America, and three in the Middle East, bringing our worldwide total to 66 countries. Although the US and China still carry most of the weight, there will be 53 countries with at least $1 billion in ecommerce sales in 2024. Croatiawill be the next to reach that level later this year.
Article
| Sep 10, 2024
We examine how the president-elect’s proposed agenda impacts regulators, investments, and banks’ customers.
Article
| Dec 2, 2024
Chart
| Jan 14, 2025
Source: Google; Ipsos
That will allow the major drivers like Latin America, Southeast Asia, and India to pull the numbers up. The stability in the forecast is noteworthy. Over the past three years, our forecast has rarely if ever shown so few changes over the course of six months.
Report
| Aug 11, 2023
That penetration rate trails only Latin America and Western Europe globally. Consistency of adoption was evident across gender, income, living location, and age, which showed penetration rates above 90% for every cohort. Music/audio penetration was 78.1% in H1 2023. That trails only Latin America and North America.
Report
| Oct 30, 2023