On today's podcast episode, we discuss how the upcoming giant sports streaming service from Fox, Warner Bros. Discovery, and ESPN benefits The Walt Disney Co.; what will happen when Hulu and Disney+ combine; and why Disney is now choosing to invest so much in Epic Games. "In Other News," we talk about what to make of Roku's current market position and what YouTube Premium has taught us about ad-free video. Tune in to the discussion with our analyst Ross Benes.
Audio
| Mar 7, 2024
On today's podcast episode, our contestants compete in The Great Behind the Numbers Take Off, 2024 video trends edition, where they will try and cook up the most interesting predictions for the coming year. They'll discuss why Amazon will begin its ascension to become the second-most important company in streaming advertising, how more creators and brands will embrace AI to create videos, and what to expect from streaming platform consolidation. Tune in to the discussion with our director of Briefings Jeremy Goldman and analysts Ross Benes and Daniel Konstantinovic.
Audio
| Jan 16, 2024
On today's podcast episode, we discuss the most important retail trends we're watching in 2024: How retailers will try to compete less with Amazon online, how China's influence will shake up online shopping in the US, and buying retail media networks. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and analysts Sky Canaves and Blake Droesch.
Audio
| Jan 3, 2024
As the DOJ’s antitrust trial over Google Search continues, the ad giant could be at real risk of having to alter its search business. “The DOJ has a really strong case here,” said our analyst Evelyn Mitchell-Wolf on our “Behind the Numbers” podcast. “It's not looking great for Google.”
Article
| Oct 5, 2023
On the podcast we discuss what to expect as banks deploy more AI in 2024. We chat about several use cases for AI, like customer service and chatbots, personalized banking services, fraud detection and prevention, credit scoring and risk assessment, as well as personalized marketing. In “Place Your Bets,” we distribute 10 points to four predictions in order to rank the relative likeliness that each one will come true. We rank the following to see which is most likely to happen in 2024: news stories about overzealous chatbots stops banks from rolling them out, regulators squash attempts to use AI for investment advice, the deployment of AI enables banks to initiate massive layoffs, and small banks and credit unions are able to win more customers because of their deployment of AI for customer service. Listen to the conversation with host Rob Rubin and our analysts Jacob Bourne and Gadjo Sevilla.
Audio
| Feb 6, 2024
On today's podcast episode, we discuss how Snapchat+ is getting on, how much of a focus AR will be for the company going forward, and why user growth is doing just fine ... but revenue growth is not. "In Other News," we talk about the differences between the terms "influencer" and "creator" and what to make of LinkedIn's significant 1-billionth-member milestone. Tune in to the discussion with our analyst Jasmine Enberg.
Audio
| Nov 6, 2023
On today’s podcast episode, we discuss the potential audiences for some of the world’s biggest sporting events; how brands and marketers can better monetize these audiences; and how TV and streaming rights might shake out in the near future. Join host Bill Fisher, our analyst Paul Briggs, forecasting writer Ethan Cramer-Flood, and vice president of content Paul Verna for the discussion.
Audio
| Feb 26, 2024
These folks, the proposal in the article you sent around is more about audio and visual, getting really hearing people's stories, et cetera. But between LinkedIn and Reddit and maybe Nextdoor though I find Nextdoor to be a site full of people complaining and whining and negativity so I actually quit Nextdoor also.
Audio
| Nov 3, 2023
On today's podcast episode, we discuss why Amazon is pulling back from "Just Walk Out" technology, how the Atlantic magazine turned things around, what will ignite TV shopping, whether LinkedIn testing TikTok-like videos is a good move, what science says about how to be happy, and more. Tune into the discussion with vice president of content Suzy Davidkhanian, analyst Evelyn Mitchell-Wolf, and vice president of Briefings Stephanie Taglianetti.
Audio
| Apr 19, 2024
On today's podcast episode, we discuss what "Dr. ChatGPT" is most likely to help with, how close it is to replacing your physician, and why it might not be ready for the patient exam room just yet. "In Other News," we talk about the US government's efforts to bring down prescription drug costs and the prevalence of health-related misinformation on social media. Tune in to the discussion with our analysts Rajiv Leventhal and Lisa Phillips.
Audio
| Sep 19, 2023
On today's podcast episode, we discuss the details and regulatory headaches surrounding Microsoft’s attempts to acquire the video game company Activision Blizzard. "In Other News," we talk about how Meta is allowing EU users to turn off their algorithms, and YouTube’s current issues around violating children’s privacy through tracking-based advertising on "made-for-kids" content. Tune in to the discussion with our guest host Bill Fisher and analysts Daniel Konstantinovic and Evelyn Mitchell-Wolf.
Audio
| Sep 1, 2023
On today's podcast episode, we discuss what the 2024 Oscars taught us about the future of awards shows, whether its time to give up on email, how Netflix's sports strategy will play out, if the idea of "news" can survive online, how the money in the world is shared between us, and more. Tune in to the discussion with our analyst Bill Fisher, forecasting analyst Zach Goldner, and director of forecasting Oscar Orozco.
Audio
| Mar 22, 2024
Walmart makes a huge acquisition in hopes of taking on Amazon’s retail media dominance, while Amazon keeps churning out generative AI innovations. Plus, Target tries to steal share from Walmart’s prowess on attracting deal-seeking shoppers. Find out who else earned a spot in our Unofficial” Most Interesting Retailers List, a monthly ranking revealed on an episode of the “Behind the Numbers: Reimagining Retail” podcast.
Article
| Mar 1, 2024
On today’s podcast episode, host Bill Fisher is joined by our analysts Paul Briggs, Evelyn Mitchell-Wolf, and Carina Perkins to discuss the implications of new digital legislations that recently came into force in the EU. Could they be a template for tighter digital laws elsewhere in the world?
Audio
| Mar 28, 2024
On today's podcast episode, we discuss why gaming is a digital advertising hotbed, how consumers are embracing shoppable media, and what happens now that the ride-sharing industry has bounced back. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood.
Audio
| Jan 22, 2024
On today's podcast episode, our contestants compete in The Great Behind the Numbers Take Off, 2024 health trends edition, where they will try and cook up the most interesting predictions for the coming year. They'll discuss why healthcare is going to be a hyper-partisan issue in the 2024 US election campaigns; how that will affect how people think about and deal with their own healthcare going forward; and why the coming year will create unprecedented challenges for patients when it comes to affording care and treatment, leading them to explore other options for accessing and paying for care. Tune in to the discussion with our analysts Rajiv Leventhal and Lisa Phillips.
Audio
| Jan 18, 2024
On today's podcast episode, we discuss what a completely Walt Disney Co.-owned Hulu will look like, if the entertainment giant has a Marvel problem, and whether Disney+ can ever rival Netflix for the subscriber crown. "In Other News," we talk about why Roku's revenues and streaming hours are doing particularly well and why Warner Bros. Discovery's ad revenues and subscriber growth are not. Tune in to the discussion with our vice president of content Paul Verna.
Audio
| Nov 28, 2023
On today's podcast episode, we discuss the good, the bad, and what's missing from President Biden's new AI safety executive order. "In Other News," we talk about the potential of Microsoft's AI Copilot and Elon Musk's new AI chatbot called Grok. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.
Audio
| Nov 16, 2023
On today's podcast episode, we discuss what AI rules the government should focus on first, what to make of AI "nutrition labels," and what concerns us most about the dark side of AI. "In Other News," we talk about a Minecraft milestone and what AI chatbots can tell about you from a conversation. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.
Audio
| Oct 23, 2023
On today's podcast episode, we discuss a digital out-of-home (OOH) TikTok initiative, whether OOH ads have actually bounced back, and what we expect to see from in-store retail media. "In Other News," we talk about YouTube experimenting with longer but less frequent ad breaks and whether consumers are finally bumping up against a video streaming ceiling. Tune in to the discussion with our analyst Ross Benes.
Audio
| Oct 9, 2023
On today's podcast episode, we discuss why the Federal Trade Commission is investigating ChatGPT-maker OpenAI; how publishers, content creators, and authors feel about generative AI; what the wrong kind of regulation looks like; and what AI rules we will likely see next. "In Other News," we talk about when we can expect to see GPT-5 and what to make of Netflix's newly launched game-controller app. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.
Audio
| Aug 21, 2023
On today's podcast episode, we discuss some personalization tips and tricks that emerged from research, examples of personalization done well, and how AI is accelerating it. "In Other News," we talk about why an email exhibition at a design museum made headlines and a plan to charge X (formerly Twitter) users to post content. Tune in to the discussion with our director of Briefings Jeremy Goldman and Malinda Sandman, senior director of global acquisition marketing at Intuit Mailchimp.
Audio
| Oct 24, 2023
On today’s podcast episode, we take a deeper dive into lesser-known areas of Amazon’s business. First, we examine the initiatives at play for the company's TV and voice businesses. Then, we discuss Amazon's ambitions around “just walk out” and smart payment technology. Tune in to the conversation with our analysts Grace Broadbent, David Morris, and Yory Wurmser.
Audio
| Aug 28, 2023
On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss what established brands have to gain by going D2C, the ways digitally native brands sell in brick-and-mortar stores, and how brands are maintaining a digitally native “identity” for marketing purposes while also going wholesale. Then, for "Pop-Up Rankings," we rank the the digital natives that are primed for success and the ones that need to up their game. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and president of SageBerry Consulting and author of "Remarkable Retail" Steve Dennis.
Audio
| Aug 23, 2023
On today's podcast episode, we discuss how all the different TV terms fit together, to what degree subscription revenues are moving from pay TV to streaming, who's winning the "digital pay TV" race, and how the new sports streaming service from Fox, ESPN, and Warner Bros. Discovery could change everything. "In Other News," we talk about what a new sponsor logo placement from the WWE will look like and how the US ad market is getting on to start the year. Tune in to the discussion with our analyst Ross Benes.
Audio
| Mar 14, 2024