The news: Apple’s F1: The Movie made $144 million globally in its opening weekend, becoming the company’s first box office success after prior flops. With standout reviews and marketing synced across the Apple ecosystem, the Brad Pitt-led film was driven by premium formats like IMAX and high youth turnout.
Our take: F1 validates Apple’s blockbuster ambitions, but success here is about more than ticket sales. It’s a brand-building tool, aimed at strengthening Apple TV+ and its wider services. Turning big-screen moments into lasting streaming growth is the next test—especially as Apple balances cost, competition, and the evolving economics of global theatrical releases.
Article
| Jun 30, 2025
Payment provider innovation and regulatory changes are setting a long-term growth runway for cryptocurrency payments. But providers will still need to overcome low merchant acceptance and a sense of mistrust before crypto can go mainstream.
Report
| Feb 11, 2025
This decision feeds into the rising enthusiasm for stablecoin as the future of payments.
Article
| Jun 2, 2025
Forecasts
| Mar 14, 2024
Source: ĢAV Forecast
Chart
| Feb 1, 2025
Source: ĢAV
Mobile apps enhance omnichannel consumer journeys through key features, including providing real-time inventory visibility, product information, and in-store wayfinding; storing coupons and promos in a digital wallet; and enabling cashierless checkout technology such as scan-and-go and proximity mobile payments.
Report
| Nov 18, 2024
Retail media ad spending in France, Germany, and the UK continues to rise, outpacing all other ad formats. The space is developing rapidly despite fragmentation and a lack of standards.
Report
| May 22, 2025
AI-forward, frictionless customer experience helps ensure Google Pay’s consistent use.
Article
| May 22, 2025
Consumers are slowly making changes to how they pay at checkout. We look at the top seven payment methods and delve into what’s pushing forward and detracting from their growth.
Report
| Feb 27, 2025
At Cannes Lions 2025, commerce media partnerships once again reigned supreme. Once the domain of digital shelf tactics and retail data, commerce media is now reshaping how brands show up across social platforms, connected TV (CTV), and in-store displays. This year’s festival offered a glimpse into a more integrated, AI-driven future—one where conversational ads, programmatic pipes, and real-world touchpoints blur the lines between media and purchase.
Article
| Jun 23, 2025
Improved cash flow management: Instant payments let consumers immediately process and settle bills, transfer funds to cover shortfalls, and transfer funds into digital wallets to make purchases. In an October 2023 PYMNTS.com survey, 74.1% of consumers cited speed and the guarantee of good funds as a reason they preferred instant payments.
Report
| Oct 17, 2024
Reeling from 2024’s challenges, financial institutions must embrace bold strategies in 2025 to future-proof their businesses in a landscape plagued by economic, competitive, and regulatory pressures.
Report
| Jan 3, 2025
The news: Google Cloud is creating its own blockchain, named Google Cloud Universal Ledger (GCUL), for payments and financial products.
Our first take: The post-GENIUS Act environment has major institutions scrambling to get a first-mover advantage on stablecoins. Google likely is betting that it’s better positioned to offer clients and financial institutions than Stripe’s Tempo or Circle’s Arc because its blockchain service simplifies integration for multiple currencies and assets, stabilizes fees, and is designed for safety—as a private and permissioned system, it benefits from Google’s tech security stack.
Article
| Aug 27, 2025
Chart
| May 28, 2024
Source: University of Southern California (USC); Federal Reserve Bank of Atlanta
Chart
| Feb 1, 2024
Source: PYMNTS.com; Amazon Web Services (AWS)
Chart
| May 6, 2024
Source: Federal Reserve Banks
The news: Cash App launched “pools”—a feature to make group payments frictionless—to a limited number of US-based users with plans for a later wider rollout, per a press release.
Our take: Cash App wants to cement itself among Gen Z users, households making up to $150,000 annually, and the populations traditionally overlooked by legacy financial institutions.
Article
| Jul 29, 2025
Digital wallets are a key channel for this: Providers can fashion their mobile apps into shopping destinations to capture volume even on purchases for which consumers don’t want to use installments. They can also push Pay Now directly at checkout. For example, in February, Klarna launched Sign in with Klarna, which automatically fills in a user’s details at checkout.
Report
| Oct 10, 2024
Agentic AI gains momentum: As Amazon, Walmart, eBay and others experiment with AI agents, retailers need to to figure out how to market to bots in addition to humans.
Article
| May 16, 2025
Economic uncertainty could derail its efforts to reinvigorate growth
Article
| Apr 29, 2025
Google has entered the AI shopping arena: The company’s AI Mode experience aims to assist consumers throughout every step of the shopping experience—from finding inspiration to buying at the right moment.
Article
| May 20, 2025
In the first 100 days of his second term, President Trump has reshaped business strategy across retail, tech, healthcare, and media. Here’s how tariffs, regulation, and market volatility are forcing brands to rethink spend, growth, and planning.
Report
| Apr 29, 2025
Gen Z is the first mobile payments-native generation. By 2028, 67.8% of US adults will be mobile wallet users, per our forecast. Gen Zers are already way ahead: 85.1% made an in-store or online payment using their phone in 2023, according to Federal Reserve Bank of Atlanta.
Article
| Dec 16, 2024
Remittances represent a large share of global payments and will keep growing—although at a flat rate. Traditional money transfer organizations have to fight harder for a share of the prize as digital-only entrants have stepped up the competition.
Report
| Jan 15, 2025
Forecasts
| Jul 3, 2025
Source: ĢAV Forecast