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Companies brokering TikTok brand deals and retailers relying on viral marketing campaigns and TikTokkers鈥� commissioned shops would lose their bread-and-butter income. Creator marketer James Nord claims a ban would force thousands of small businesses to shut down. These are all banking customers鈥攕ome of whom have lucrative incomes鈥攚ho could suddenly have less to deposit.

The search giant has benefited from intensified competition due to aggressive ad spending by Chinese retailers like Temu and Shein. Their substantial increase in ad expenditure has notably boosted revenues for tech giants and heightened the competitiveness of Google's ad auctions. This surge highlights the delicate interplay between robust marketing and sustainable business growth.

The EU, UK, China, and both the US Congress and the Biden administration are working on policies, all at various stages of development. What does this mean for marketers? Unlike other technologies, genAI interfaces use existing language skills鈥攁 factor leading to broadscale adoption.

Even China, which has blocked Western social networks, saw a substantial increase in programmatic spending during that time frame. Programmatic direct will make up the vast majority of the market. It will account for 87.0% of total programmatic ad spending in Canada this year.

Retail media platforms like Amazon offer many of the same benefits that social platforms do, including a large and engaged audience, targeted advertising, and ecommerce integrations. A burgeoning list of companies are throwing their hats in the ring in the US, Europe, and Latin America; the threat of retail media to the social platforms鈥� future ad revenue growth cannot be ignored.

That's happened in China a little bit. It's happened in Brazil a little bit. (12:47):. But the way we see that, there are certain people that would follow them, but they're not typically the people that follow creators. They're people that will more just looking for advice off the internet and search those kinds of things.

Buy Now, Pay Later volumes expected to account for 12.1% of UK E-commerce payments by 2025. So, it's really fast-growing and a lot of people, especially younger generations, are using Buy Now, Pay Later instead of credit cards because it's interest free for that kind of installment period.

South Korea, Japan, and China, even though China's going to, as I mentioned, outnumber other regions as a proportion of internet users, only 11% in China. So why don't you give us a little bit more context, Ethan, to the lay of the land of podcasts around the world. Ethan Cramer-Flood:. This report is a useful part of the story for podcasting in general.

On today's special podcast episode, we continue our monthly show where we discuss the biggest trends of the moment and the newest research, sprinkle in some analysis, and bundle it up into a quiz. Every month, three of our analysts representing their respective coverage area teams compete against each other. (We also encourage you to play along at home.) We keep a running score and will crown a winning team at the end of the year. Today, we cover the future of AI devices, shopping Amazon from your social feed, what happens now that the Hollywood strikes are over, and how Amazon is expanding. Tune in to the discussion with this month's contestants: our vice president of Briefings Stephanie Taglianetti and analysts Evelyn Mitchell-Wolf and Carina Perkins.

We start with our senior analyst covering everything retail and e-commerce. Based in New York, it's Blake Droesch. Blake Droesch:. Hey, everyone, good to be here. Marcus Johnson:. We also have someone with the same title and the same area of coverage, but they are based across the pond in the UK on the South Coast. It's Carina Perkins. Carina Perkins:. Hi, Marcus. Thrilled to be back. Marcus Johnson:.

Mounting concerns around an Iran nuclear deal, increased missile tests in North Korea, and political tensions in China might result in the need for stronger sanctions compliance, and banks must be prepared to implement related changes quickly.

It's not going to be in China. Marcus Johnson (07:46):. True. Gadjo Sevilla (07:46):. It's North America and English only I think once it ships, and it's iPhone 15 Pro and iPhone 16 and Pro, right? So that's a small subset really of Apple users right now. It doesn't mean it's not going to change.

It's the extent to which they can make shops feel less like an invasive species and more like a native part of the ecosystem.

Advertising, not new ecommerce features, will drive social shopping in 2023. With social network advertising increasingly dominated by video formats, we expect shoppable video ads to play a bigger role in social commerce strategies. Meta leads the pack鈥攁gain. It鈥檚 got robust commerce capabilities on both Instagram and Facebook.

So the Department of Defense's 2020 budget for AI related R&D was just under 4 billion, but that could grow under the Trump administration, especially since we know that the objective there is to outpace China. So you could see more investment getting into those applications, defense, AI applications for government as well. Marcus Johnson (16:19):. Yeah, yeah.

We're also joined by our principal analyst who heads up our retail and e-commerce team based out of New York, it's Suzy Davidkhanian. Suzy Davidkhanian:. Hi everyone. Marcus Johnson:. And finally, we have one of our senior analysts on the digital advertising and media team based out of Pennsylvania is Max Willens. Max Willens:. Yo. Marcus Johnson:. Hello. Hello.

On today's episode, we discuss a milestone for digital video, why TV lovers still love their TVs, and the relationship between digital audio and social networking. "In Other News," we talk about how many US shoppers use their phones to pay for things at the register and how many generative AI users there are in the US. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood.

So Amazon is interesting in the sense that while they're a very diversified company, their retail media, which is really what we call most of their advertising, their retail media can suffer if their e-commerce sales suffer because they're very, very closely correlated. And I think the other challenge that Amazon has is it is so big it's laying off...

Smartwatches are quite popular in some parts of the world, such as China and India. The International Data Corporation (IDC) expects global shipments of smartwatches to reach 157.7 million in 2023, increasing to 173.2 million in 2024 and 194.2 million in 2026. Shipments of wristbands, on the other hand, are dropping. Apple dominates wearables. In both smartwatches and hearables, Apple sets the pace.