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But yeah, some of the reasons to hike the price, Apple and Amazon raised the price on their respective music services. Also, they bumped up the price of their family plan, which helped boost subscription revenue. So they've already done that, so they can't pull that lever anymore. So looking to pull another one.

This is apples and oranges, or coffee and burritos, but Starbucks did hire Chipotle's CEO. What does Chipotle have that Starbucks is trying to gain? Suzy Davidkhanian (04:42):. So I actually think it's the person they're hiring, this turnaround person, who can come and help sort of revive the chain.

Yeah, you can't exactly put it on an Apple. Sky Canaves (10:03):. I think it's been best utilized in apparel or clothing type of store scenarios. So UNIQLO has really gained a lot of traction with its boxes that you just put your clothing in and get it scanned and pay for it without having to scan each individual item. And Amazon has integrated RFID as part of its, Just Walk Out offering.

Netflix cuts its expensive AAA gaming division, indicating anxieties about long-term, high-cost games projects. Focusing on smaller IP-based projects could better align with its business model.

It's Apple, Google, and the like, and PayPal. Marcus Johnson:. Yeah. David Morris:. Fintechs have really buried the banks with respect to being able to own that space. The trend is not necessarily anymore. This is, ultimately, about using Early Warning, if folks know who Early Warning is.

Android, I think, was a little bit out in front, but iOS Apple was right there. Now it seems like, yeah, apple is winning this race because young people are much more inclined to purchase their devices than something else that's run on Android. (13:14):. One other thing that jumped out to me was this chasm between the penetration of CTV versus traditional TV use among Gen Zers.

I think something akin to a watch like the Garmin that are really popular or the Apple Watch. They've got to figure out a way to be able to own the ecosystem. And I'm not so sure that an app on your phone or your smartwatch is the way that they're really going to stand out as the brand that's going to be able to build a larger flywheel.

Before Apple changed everything, platforms may not have bothered with RMN tie-ups, and Meta would never have scrambled to set up the Conversions API. Expect more to change as ad buyers continue to reckon with that signal loss. Insider Intelligence and eMarketer research is based on the idea that multiple sources and a variety of perspectives lead to better analysis.

This is a result of early ecommerce innovation from the likes of Dell and Apple that still persists today. Apparel and accessories has 27.9% penetration, ranking second. Fashion brands鈥攊ncluding Canada Goose, lululemon athletica, and Aritzia in Canada鈥攈ave turned ecommerce into a critical and differentiating channel.

Yeah, it's funny because I feel like Apple, they get celebrated for copying ideas and making them better and Facebook gets destroyed for it. But I had two others. One was ... This wasn't really a high maybe for the company, but I thought a significant moment for [inaudible 00:11:18] society might be a bit generous.

But even if you're making a more apples to apples comparison between say, Reels and TikTok, TikTok still ranks really high in engagement. Marcus Johnson:. And you recently learned a little bit more about TikTok's Creator Marketplace, and there's some stats announced about that. Jasmine Enberg:. Yes, I did.

But it's a little apples to oranges when we look at other data and think about the overarching trend of the holiday season,. Zak Stambor:. It is top. When you look at the full spectrum of holiday forecasts, it's like apples to oranges to cantaloupe to cherries or something.

You have the Apple Card, which has been just a juggernaut. And the irony is that it's such a powerfully attractive card, they don't normally offer anything, but they have introduced a very modest bonus recently for signing up. And I think that's an indication of the competitive environment, and that would ultimately be geared toward younger consumers. Rob Rubin:.

More than half of media agency professionals say open web retail media has a greater impact than 鈥渨alled gardens鈥� (closed ecosystems such as Facebook and Apple) when it comes to relevance to the actual purchase, sales growth, and audience targeting, per Criteo鈥檚 study. The ability to blend product ads natively with product listings at point of sale was also seen as a distinct advantage.

And finally, with major digital audio players like Spotify and Apple focused heavily on ad-free subscriber tiers, a lot of prime real estate is not available. Nonetheless, US adults spend enormous amounts of time with their preferred audio entertainment services, and marketers disproportionately miss out on this daily chunk of time.

So the reason I think that is that most institutions aren't going to be able to break from their current business models or have the technical chops to keep up with the behemoth banks who are investing billions, tech giants like Apple, who 90% of Gen Zs have in their pocket, and new entrants that don't have all the legacy baggage of a community bank or credit union.

And then you've got TikTok, Apple, et cetera, et cetera. You get down to Pinterest at 1%. So yeah, going back to the reasons why the stock dropped, why do you think folks aren't as bullish despite the fact that they grew 20% year on year? Daniel Konstantinovic (06:49):. That's a good question.

Delayed spending: Apple recently announced it was discontinuing its buy now, pay later (BNPL) service in the US, and instead will soon offer third-party options in Apple Pay. Which BNPL provider is the largest by payment value? A) PayPal. B) Klarna. C) Afterpay. D) Affirm.

Apple, Microsoft, Aramco, Alphabet, and Amazon have all reached market caps of over a trillion dollars and are currently in that club. Two others, Meta and Tesla, used to be in that club back in 2021, but have since been kicked out because their market caps have fallen below that trillion-dollar watermark.

Netflix is relying pretty much entirely on the premium scripted content, whereas if Apple doesn't have season two of Severance, they have the MLS that they are paying billions of dollars every year for, or Amazon has Thursday Night Football or whatever else. Netflix doesn't have that. Marcus Johnson:. Okay, so you wrote down Upfronts new fronts in the spring and the second challenge?

Wanting to buy an Apple Watch and I went to Amazon, I couldn't find the Apple Watch in the color I wanted. The black was already sold out, and so I ended up going to Target and they had it in the right color, and so I bought it there. I didn't care why I bought it was the same price. Marcus Johnson:. Same item, same price. That's fair.

It's nearly double TikTok slice, and it's nearly as big as Twitter, Snapchat, Roku and Apple combined. So people starting to take note of Microsoft and what they're doing with advertising. That's all we've got time for this episode. Thank you so much to my guests. Thank you to Jeremy. Jeremy Goldman:. Pleasure as always. Marcus Johnson:. And thank you to Ross. Ross Benes:. Thanks, Marcus.

Amazon 20%, Microsoft and Apple 5% a piece. So that's the landscape. But the Google and Amazon gap, it's about 30% difference now, 20 for Amazon, 50 for Google. But in two years, that gap goes from a 30% gap to a 20% gap. Google share is falling, Amazon's going up. Microsoft and Apple are also slightly increasing their share as well.