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We look back at the year鈥檚 most disruptive Big Tech payment stories and how the Big Four have expanded in the space.

Worldwide ad spend will grow 9.0% this year, according to our March 2024 forecast. Its growth is primarily bolstered by digital ad spend, which will increase 12.2% YoY.

Amazon Prime Video will introduce ads to its streaming content starting on January 29. The move will leverage Amazon鈥檚 existing ad business and first-party retail media data to deliver ads on video content, something the company already does on Freevee and Fire TV. Here are five charts to prepare advertisers for this change.

Generative AI (genAI) has come to work. 鈥淗alf the people who are using genAI are in what we consider prime working years,鈥� said our analyst Max Willens on a recent webinar. 鈥淭his diffuse adoption of a technology, especially one as momentous as this one, really doesn鈥檛 have much precedent.鈥�

Food or merchandise at in-person events was the most popular purchase category for mobile wallet users worldwide in January 2024, purchased by 29% of users, according to Kantar.

Despite a tightening ad market, the Super Bowl powers on: Fox has sold out spots for Sunday鈥檚 game, with prices stabilizing after last year鈥檚 jump.

Spotify鈥檚 $20 billion podcasting dream is a long way off: Despite a strong quarter for revenue and user growth, investments will take longer than expected to pay dividends.

Google and Meta will account for just over 50% of worldwide digital ad spending in 2024, marginally higher than their 47% share in the US market. Amazon鈥檚 share will be much lower (8.8%)鈥攁lthough it will be among the leaders in revenue growth.

Getting cash back is the leading motivator for opening a new credit card, according to 42% of adults worldwide, per January 2024 data from Kantar.

Embedded channels will make up a large chunk of life insurance transactions within the next five years. Insurers that form the right partnerships today can reach coveted younger demographics and grow their customer bases.

Nearly 50% of social network users in Thailand will be TikTok users, giving the country the highest TikTok penetration in the world, according to our forecast. The US will rank second, with 45.3% of its social users on TikTok. We expect penetration in the US will be as high as 49.1% by the end of 2026.

In today鈥檚 episode, host Bill Fisher is joined by Paul Briggs, Man-Chung Cheung, and Carina Perkins to discuss the longevity of subscription services and loyalty programs from both a client and corporate perspective. How many subscriptions can people afford, and how much can companies afford to give away as part of their loyalty programs?

On today's podcast episode, we discuss the numbers that summed up this year鈥檚 record breaking WNBA season the most, how TV鈥檚 biggest attraction (the NFL) is getting on, how a new 鈥渃lick to cancel鈥� rule will change consumer behavior, how much store themed marketing can move the needle, what percentage of college athletes make it to the pros, and more. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Principal Forecasting Writer Ethan Cramer-Flood, Senior Forecasting Analyst Zach Goldner, and Senior Director of Forecasting Oscar Orozco.

On today鈥檚 podcast episode, we discuss the potential audiences for some of the world鈥檚 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.

Walmart expands third-party seller features as it tries to take on Amazon: The retailer is seeing early results from its marketplace initiatives, but its share of the market will remain at just 2.2% this year compared with Amazon鈥檚 72.4%.

Spotify has reached a record 551 million monthly active users worldwide after adding 36 million new users in Q2鈥攁 growth that鈥檚 three times greater than the same period last year.

Industries ignore AI warning label: Voices of dissent over speedy generative AI deployment are getting louder but may be drowned out by promises of lucrative returns. Risks are mounting.

European regulators intensified their investigations into Big Tech鈥檚 anticompetitive practices: Apple, Google, Meta, and Amazon parried with regulators throughout the year as various countries put tech giants in their crosshairs.

We look at 2022鈥檚 biggest tech flexes that changed the landscape of business or left us scratching our heads. The year saw Tesla鈥檚 CEO buying Twitter, Google exiting games, Amazon bringing back the dead, and TikTok expanding into various other segments.

TelevisaUnivision wants vertical video ads on TVs: A new ad format lets brands reuse social ads on the big screen.

This year, North America holds the title for most podcast listeners at 149.4 million, per our August 2023 forecast. By 2027, China will take over with 178.7 million listeners.

North America, Europe, Latin America, APAC. The vast way is a first party data that these retail properties sit on are clearly reaping the benefits of the cookie deprecation. So it'll be interesting to see how much of an advantage they can take in this uncertain period for ad targeting. Marcus Johnson:. Aarjav? Aarjav Thakore:.