蘑菇AV

Worldwide sub OTT viewership will grow 3.5% in 2025 thanks to a decent bump from major population centers like Indonesia, Brazil, and India. But most countries won鈥檛 reach even that modest mark, as sub OTT鈥檚 core markets (in North America and Western Europe) are extremely saturated and won鈥檛 see many new viewers.

Amazon鈥檚 shares in other countries that we forecast are lower: 13.5% in the US, 10.1% in France, 9.3% in the UK, 5.0% in Mexico, and 1.4% in Brazil. The high share in Canada reflects the limited retail media competition from domestic publishers initially. But companies like Loblaw and Canadian Tire are now making large investments in retail media.

With billions of potential users off-limits, TikTok鈥檚 user base could end up heavily weighted toward Brazil, Indonesia, and Mexico. Click here to view our full forecast for TikTok users, by country.

It will be another turbulent year for social media in Latin America. As the number of users nears 400 million, declines at Facebook and Twitter will have profound, long-lasting implications for the region鈥檚 two biggest markets: Brazil and Mexico.

India is slowly climbing the list, and Brazil and Indonesia are jockeying for 10th place. Besides those standouts, the story has not changed much in recent years鈥攁nd won鈥檛 change much going forward. Click here to view our full forecast for retail ecommerce sales, by country. Our country-level forecasts now cover 97.6% of global ecommerce sales.

Mercado Libre is beating Amazon at its own game in Latin America: The former is expected to represent more than half of all retail media ad spending in the region, while the latter continues to lose share to local players in Brazil and Mexico.

In Threads鈥� first week, 33.5% of app downloads came from India, followed by Brazil (22.5%) and the US (16.1%), according to data.ai.

Shein is considering restructuring its US business to source more goods from Brazil and India, although that move would likely raise the Chinese government's hackles and further delay the fast-fashion company's long-awaited IPO. Both Temu and Shein have hiked prices on their platforms to account for the new duties, with the latter raising prices by as much as 377%.

Other governments have imposed similar restrictions: Brazil, South Africa, and Turkey have all cracked down on duty-free imports, and the EU is preparing to do the same. Regulators are also taking a closer look at product safety.

Member growth in emerging markets like India and Brazil grew by double-digits. Video content emerged as LinkedIn's new powerhouse. The B2B social platform鈥檚 revenues increased 10% year-over-year revenue thanks in part to a 36% YoY jump in video viewership. We expect LinkedIn ad revenues to grow 13.2% this year. And AI has become LinkedIn's secret weapon across the platform.

He has also threatened to levy 100% tariffs on members of BRICS, an informal consortium of countries including Brazil, which could drive up the cost of coffee and other products. He vowed in an interview on NBC鈥檚 鈥淢eet the Press鈥� to carry out mass deportations of people who are living in the US illegally.

The Amazon of Latin America has a $3.6 billion plan: Mercado Libre will invest 19 billion reais in Brazil, in part to fund its fintech arm鈥攚hich poses an enormous threat to the region鈥檚 banks.

Mercado Libre closed 2022 with record gains in sales: Strong performances in Brazil and Mexico drove the Latin American ecommerce giant鈥檚 gains.

This is 23% higher than the credit and debit card volume in Brazil combined. Almost two-thirds of all consumers in Brazil have used the service as of December 2023. And it鈥檚 planning new features to accelerate this growth. The central bank will launch Pix Autom谩tico, a recurring payments feature, in June 2025. It will also roll out Pix Garantido, which would let customers make installment payments.

Authorities in major emerging markets including Brazil, Indonesia, and South Africa have taken steps to protect local manufacturers and merchants. Established online retailers are fighting back against the new players. They are rolling out competing offerings, but striving for differentiation will be a more critical long-term play.

That realization drove Mercado Libre to open six new fulfillment centers in Q3鈥攆ive in Brazil and one in Mexico鈥攖o offer faster, more reliable delivery speeds. It also launched features such as bulk purchase discounts in apparel, virtual try-on for makeup, and dynamic pricing tools for sellers.

Bluesky鈥檚 decentralized structure attracted users of X during the latter鈥檚 brief ban in Brazil, but its popularity hasn鈥檛 faded since the ban was lifted. Bluesky has over 40,000 algorithmic feed options, and content moderation rules for feeds are decided by individual hosts and users. But where鈥檚 the money? To accommodate this growing user base, Bluesky needs to firm up its monetization strategy.

The landmark NBA deal includes exclusive live game rights in the Nordics, Poland, and parts of Latin America, excluding Brazil and Mexico. WBD鈥檚 TNT Sports will produce the iconic 鈥淚nside the NBA鈥� show, featuring Charles Barkley and Shaquille O'Neal, which will air on ESPN and ABC starting with the 2025-26 season.