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In the last of five reports in our 鈥淧ayments Ecosystem鈥� collection, we look at what鈥檚 influencing retail sales growth across in-store, online, and social commerce channels鈥攁nd what it means for payment providers.

So if Meta and Apple did that both in the EU, if this had passed, I think what you could have seen is a scaling back on the consumer side of those models being available here. Jacob, I don't know if you would have any opinion on that, but that was what I was thinking more about scaling back. It wouldn't just be that we would lose every single AI company.

In fact, all FAANG companies (Facebook, Apple, Amazon, Netflix, and Google) except Facebook are among the top 15 US OOH advertisers, according to Kantar and the Out of Home Advertising Association of America.

鈥淚t鈥檚 like day one of the Apple App Store,鈥� said Mike Kaput, chief content officer of the Marketing AI Institute. 鈥淟ike the iPhone, [ChatGPT plug-ins are] going to be this window into a lot of services and other functions online.鈥�. What鈥檚 already happening? OpenAI announced ChatGPT plug-ins for select businesses in March.

Big Tech companies like Apple are throwing their hats into the ring by launching payments products and services. 4. Crypto is struggling鈥攁nd may never recover. Crypto鈥檚 downfall began with a string of failures last spring and continued through FTX鈥檚 collapse in November 2022.

They鈥檙e also partnering with third-party apps and platforms鈥攊ncluding Apple鈥攖hat enable consumers to access and download their data as they choose. Go deeper with 鈥淭he Still Unconnected Healthcare System鈥� report to get more details on how providers and tech companies are strategizing to connect disparate sources of patient data.

It partnered with Apple and General Motors to offer credit cards. And it expanded into the UK. In 2021, the bank acquired fintech startup GreenSky, which offers home improvement and healthcare loans, in a bid to bulk up its consumer lending. It also partnered with working capital platform C2FO to offer loans that don鈥檛 require borrowers to designate assets as collateral.

Apple and Microsoft are encroaching further onto Google鈥檚 search turf. In the game of trust, consumers value data transparency over liking a product or service. 5 ways to optimize marketing efforts amid shrinking budgets. Yesterday鈥檚 Chart of the Day: Global TikTok bans.

But if we're talking about the Big Tech companies, we're talking about Apple, Amazon, Google, they have the wallets to wait a long time. But a lot of startups are going down, and it's about 60%. The rate of startup closeups raised to I think it was 60% year-over-year in Q1 of this year. It's really expensive to build a model. It's really expensive to deploy.

Following the 2016 passage of the GDPR in the EU, a combination of regulatory scrutiny, consumer demand for tighter data protections, and self-interest catalyzed the decisions by Apple, Google, and Mozilla to start phasing out their US browser and mobile identifiers. Since then, the US privacy landscape has evolved as states enacted laws and Congress introduced a federal data privacy bill.

Plus, with Apple already having severely restricted tracking by default, cookies having already been deprecated in other popular browsers, and new state regulations on the horizon, there鈥檚 no excuse for waiting until the deadline to act. The cookieless future is now. Don鈥檛 wait for privacy laws.

The addition buttresses its existing offerings of Netflix and Apple TV+, showcasing a trend toward more integrated streaming options. Other established players are also exploring bundling to spice up their offerings and keep subscribers hooked. Our take: These trends reflect a maturing streaming market where inflation-weary customers have become more discerning about where and how they spend.

It has several sales, including an Apple-specific event launching on December 14, a separate aptly named 鈥淟ast-Minute Sales Event鈥� running from December 18-24, and Best Buy Drops鈥攊ts app-only experience that enables shoppers to access limited-time deals and exclusive product releases鈥攔unning through December 22.

One 9-year-old boy suggested an automatic button on the side of iPhones that would connect the phone to other Apple products in the home or area. Another imagined having a battery that would last a week and using it as a controller to play console games. YouTube is king: Over half (51%) of Gen Alphas first hear about brands through YouTube videos, per Razorfish.

While Amazon, Walmart, Apple, and eBay will remain the top three US retail ecommerce companies by sales this year, more category-driven etailers like Carvana and Chewy are moving up the ranks. Carvana has been up and down in recent years, according to our 鈥淭op 15 US Ecommerce Companies Forecast鈥� report. In the years prior to the pandemic, Carvana鈥檚 sales grew by triple digits.

Apple Music is sponsoring the halftime show, replacing longtime sponsor Pepsi in a reported $50 million deal. Avocados From Mexico will be directing fans to a site that uses ChatGPT. Sports-betting companies like DraftKings will also advertise. If last year鈥檚 Super Bowl ad spending was defined by the crypto world, this year it鈥檚 the alcohol industry鈥檚 turn.

Podcasts are Spotify鈥檚 frontier: While its success with music is nearly guaranteed (even though competitors like Apple Music are attempting to find a similar place in pop culture) it makes sense that all eyes are focused on its podcasting business.

The open-source smart home technology is compatible with Amazon Alexa, Apple HomeKit, Google Home, and Samsung SmartThings, meaning it works with just about any device you may have in your home. Key takeaways: The metaverse isn鈥檛 dead, life is a highway for EVs, and in the smart home of 2023, it鈥檚 all about creating connections with ease. This was originally featured in the Retail Daily newsletter.

How the DOJ鈥檚 Apple lawsuit could shake up the mobile wallet industry. Payment networks are seeking speed and confronting payment method choice. Gen Z鈥檚 risk aversion influences their choice of banking products. Gen Z loves debit cards鈥攈ere鈥檚 why.

Politics will buoy linear TV ad spending this year, but allocations will continue to shift toward streaming options that keep gaining ad-supported viewers.

In our October 2023 iteration of this forecast, we foresaw Apple ranking 10th on the chart above. We now project 16.6% ad revenue growth for the smartphone-maker, and that its $10.58 billion take will land it at eighth internationally. This ranking ascent will mostly owe to China鈥檚 Kuaishou and Baidu underperforming, although Apple鈥檚 estimated total has been revised slightly upward as well.

While it still faces hurdles, the company鈥檚 finances have improved markedly鈥攕etting it up for a strong IPO in 2025

TSMC, which supplies chips for Apple, AMD, Amazon, NVIDIA, and Google posted its first revenue drop in nearly four years in Q1 per The Wall Street Journal. The company and its performance are a bellwether for the technology and consumer electronics sector, where the focus has shifted dramatically from pandemic shortages to an oversupply of silicon and other components.

Platforms need to prepare for Apple and Amazon鈥檚 potential next move in sports, and they鈥檙e seeking partnerships to compete, said Zucker. 鈥淭he fact that competitors are becoming collaborators really tells you where the fight is evolving.鈥�. Those partnerships create a complicated landscape for ad buying and measurement.

鈥淚t is going to compel companies like Samsung and Apple to develop their own foldable phones,鈥� Wurmser said. Impact of the prediction:. More mobile apps may take advantage of the growing number of consumers able to have multiple windows appear on-screen. Video apps, in particular, will adjust to the new, larger screen sizes from foldable phones. 2. Mobile browser ad dollars will shift to mobile apps.