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  • On today's podcast episode, we discuss why social media platforms are less equipped to stop toxic content, the main ways AI will heighten brand safety concerns, and steps marketers can take to mitigate risk. "In Other News," we talk about whether brands repurposing vertical video ads for TVs can work and what Hulu adding its content to Disney+ means for the streaming universe. Tune in to the discussion with our vice president of content Paul Verna.

    Audio
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    Apr 18, 2024
  • On today's podcast episode, we discuss how Amazon turned its ecommerce business around, how much its new AI shopping assistant moves the needle, and what's really driving its ad business. Tune in to the discussion with our analyst Zak Stambor and vice president of content Paul Verna.

    Audio
     | 
    Feb 12, 2024
  • On today's podcast episode, we launch our inaugural 'The Unofficial Most Interesting Retailers List' for January. Arielle, Becky, and Sara (a.k.a. The Committee) have put together a very unofficial list of 8 retailers they're watching right now, based on which retailers are making the most interesting moves this month. Who's launching new initiatives? What partnerships move the needle? What stand-out marketing campaigns are there? On future episodes, we’ll have analysts dispute this power rankings list, but on today's show we layout our top 8 for January. Join our analyst Sara Lebow as she hosts analyst Arielle Feger and director of content Becky Schilling.

    Audio
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    Jan 31, 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
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    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 whether Amazon's online sales business glass is half full (or half empty), if you should advertise on Amazon without selling there, and how much offering primary care to Prime members can move the needle. "In Other News," we talk about Bed Bath & Beyond's marketing, its comeback, and why Pinterest beat everyone's expectations. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Zak Stambor.

    Audio
     | 
    Nov 14, 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 episode, we discuss why advertisers aren't returning to Twitter, what the impact of the new blue check mark will be, and whether folks actually want to pay for social media. "In Other News," we talk about the potential of TikTok's sister app Lemon8 and what to make of TikTok's new "Series" feature. Tune in to the discussion with our analyst Jasmine Enberg.

    Audio
     | 
    Apr 12, 2023
  • On today's episode, we discuss why Apple and Amazon will be the two most consequential advertising companies for the rest of the decade, the ceiling on their streaming ambitions, and how their tech and health investments stack up. "In Other News," we talk about whether TikTok has been able to reassure advertisers after its recent government hearing and the Federal Trade Commission outlining how companies should communicate their environmental claims. Tune in to the discussion with our director of Briefings Jeremy Goldman.

    Audio
     | 
    Apr 3, 2023
  • On today's episode, we discuss why Disney+ lost around 3 million subscribers, how much its new ad-supported tier can move the needle, and whether The Walt Disney Co. is more likely to buy the rest of—or sell—Hulu. "In Other News," we talk about how connected TV (CTV) viewers feel about "enhanced" ad formats and what a new category of video called "accompanying in-stream" is all about. Tune in to the discussion with our analyst Paul Verna.

    Audio
     | 
    Mar 1, 2023
  • In the two years since our inaugural “Power of Amazon” report, Amazon has remained a retail and tech powerhouse—but it hasn’t been immune to economic uncertainty, shifting consumer behaviors, or increased competition. We examine how Amazon’s 19 business divisions have changed and how these new developments might affect your industry.

    Report
     | 
    Aug 14, 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 non-AI technology took the spotlight at this year's Consumer Electronics Show (CES), second-tier TV audiences, what streaming will look like in a few years, what its like to shop with a chatbot, how digital grocery will take things up a notch, how big the sun actually is, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, analyst Bill Fisher, and forecasting analyst Zach Goldner.

    Audio
     | 
    Jan 19, 2024
  • On today's podcast episode, we discuss how social networks could improve society, the NBA's plan to remake its TV deals, US consumers' feelings on shoppable ads, how many folks are "serial churners," how disruptive Sweetgreen's salad-making robot might be, a scientific breakthrough from a 14-year-old, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, forecasting analyst Zach Goldner, and director of forecasting Oscar Orozco.

    Audio
     | 
    Nov 3, 2023
  • On today's podcast episode, we discuss why shopping on Amazon is changing, the proposal of ad-free TikTok and Instagram subscriptions, how much Amazon's AI chatbot shopping assistant can move the needle for customers, whether Toys-R-Us can make a successful comeback, the share of women in leadership roles and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Paul Verna.

    Audio
     | 
    Oct 12, 2023
  • On today's episode, we discuss the implications of the Federal Trade Commission thinking Amazon tricked customers into signing up for automatically renewing Prime subscriptions, whether it makes sense for companies to force livestream shopping on Americans, if speciality stores really work, the impact of Facebook and Instagram restricting news access in Canada, whether reduced inflation can save the day, what a real work-life balance looks like, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian, vice president of Briefings Stephanie Taglianetti, and analyst Evelyn Mitchell-Wolf.

    Audio
     | 
    Jun 29, 2023
  • On today's episode, we discuss whether there's room in people's streaming lives for the new service "Max," the significance of Montana preparing to become the first state to ban TikTok, why Expedia wants ChatGPT to be your travel advisor, a March Madness finals ratings surprise, YouTube TV launching its multiview feature, where the tradition of sports jersey numbers being retired came from, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, director of Briefings Jeremy Goldman, and director of forecasting Oscar Orozco.

    Audio
     | 
    Apr 20, 2023
  • On today's podcast episode, we discuss why Netflix was able to grow subscribers and revenue by such an unexpected amount, the biggest question surrounding its ads business, and the most significant threat facing Netflix at the moment. Tune in to the discussion with host Marcus Johnson and analyst Daniel Konstantinovic.

    Audio
     | 
    Jul 25, 2024
  • On today's podcast episode, we discuss the media companies with the highest TV usage, how ESPN is being maneuvered, how multiple new streaming bundles will change the game, and a tie up between Walmart and Disney for enhanced targeting and measurement across streaming. Tune in to the discussion with our vice president of content Paul Verna.

    Audio
     | 
    May 21, 2024
  • On today's podcast episode, we discuss what happened when the first human ever received a brain implant from Neuralink, the other potential benefits of this technology outside of helping people with paralysis, and what the ultimate goal of Neuralink actually is. "In Other News," we talk about what happens now that ChatGPT has a memory and what to make of Gemini's rough start. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.

    Audio
     | 
    Mar 5, 2024
  • On today's podcast episode, we discuss a user milestone for Spotify, whether it needs a rebrand, and where new growth is most likely to come from. Tune in to the discussion with our analyst Daniel Konstantinovic.

    Audio
     | 
    Feb 20, 2024
  • On today's podcast episode, we discuss whether Meta has officially turned things around, just how big Instagram has gotten, and whether Threads can turn itself into a viable X (formerly Twitter) alternative. Tune in to the discussion with our analysts Jasmine Enberg and Max Willens.

    Audio
     | 
    Feb 12, 2024
  • On today's podcast episode, we discuss what was behind the streaming giants staggering subscriber growth, how Prime Video's new ad-tier will affect Netflix, and how a deal with the WWE changes its sports strategy. "In Other News," we talk about an important milestone for ad-supported video streaming. Tune in to the discussion with our analyst Daniel Konstantinovic.

    Audio
     | 
    Feb 1, 2024
  • On today's podcast episode, we discuss the ongoing antitrust trial between Google and the Department of Justice, why Google should be looking over its shoulder at Amazon, and what to make of YouTube's most recent performance. "In Other News," we talk about why Google Maps is becoming more like Search and the most important thing going on in affiliate marketing. Tune in to the discussion with our analyst Max Willens.

    Audio
     | 
    Nov 2, 2023
  • On today's podcast episode, we discuss why regulators changed their mind on approving the Microsoft-Activision Blizzard deal, how the gaming industry will react, and what the deal means for advertisers. "In Other News," we talk about how much of political ad spending has gone digital and how Google is tightening the reins on bulk email senders. Tune in to the discussion with our analysts Daniel Konstantinovic and Gadjo Sevilla.

    Audio
     | 
    Oct 19, 2023