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On today's episode, we discuss what's going on with Netflix's ad-supported tier, what its plans to crack down on password sharing could do to viewership, and what Netflix's subscriber growth will look like over the next few years. "In Other News," we talk about fuboTV's current position in the market and what people stream the most on their TVs. Tune in to the discussion with our analyst Paul Verna.

On today's episode, we discuss how Snapchat+ is getting on, concerns over time spent on the social platform, and why Q4 revenue growth stalled. "In Other News," we talk about whether Artifact, a new app from Instagram's co-founders, could become the future of social media, and how complications at Tesla could affect Elon Musk's other owned property, Twitter. Tune in to the discussion with our analyst Jasmine Enberg.

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.

On today's podcast episode, we discuss the takeaway from Snap cutting staff, what to make of its current user total, and whether Snapchat+ can prove that there's a market for paid social features. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Minda Smiley.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss the changes in how US consumers buy groceries, strategies for building future growth in grocery, and who has the best shot at winning. Then in a newish segment, "Loyalty Point, Counter Point," we present arguments both in favor of and against Uber and DoorDash being able to push even further into grocery. Join our analyst Sara Lebow as she hosts analyst Blake Droesch and director of content Becky Shilling.

US cosmetic and beauty sales are expected to grow over 10% this year鈥攎ore than three times the 2.9% rate of the overall retail market, according to our forecast. It鈥檚 a sign of the 鈥渓ipstick effect,鈥� said our analyst Sky Canaves on our 鈥淏ehind the Numbers: Reimagining Retail鈥� podcast.

On today's episode, we discuss why Snap's growth continues to stall, what to make of their TikTok-esque short form video feed Spotlight, and what to expect from the company in the second half. "In Other News," we check in on Pinterest and discuss the most interesting trends in social media usage by generation. Tune in to the discussion with our analyst Jasmine Enberg.

鈥淪hopping apps and marketplaces that specialize in ultralow-cost goods from China are gaining a foothold among US consumers鈥攚ith broader implications for the future of ecommerce,鈥� our analyst Sky Canaves wrote in our Chinese Ecommerce in the US report. Canaves expanded on what鈥檚 driving this retail opportunity for companies like Shein, Temu, and TikTok in the US and how it will impact the US market on a recent 鈥淩eimagining Retail鈥� podcast episode.

On today's episode, we discuss how Meta was able to snap its negative ad revenue growth streak, how Reels is helping Instagram grow time spent on the platform, and what Meta's metaverse plans are at this point. "In Other News," we talk about what Americans actually want in a social media platform and whether BeReal's new "Bonus" feature can help keep its momentum going. Tune in to the discussion with our analyst Debra Aho Williamson.

On today's episode, we discuss what to make of Amazon's 2% decline in online store sales, how to interpret its advertising service's 19% revenue growth, and why the company is rethinking its Amazon Fresh strategy. "In Other News," we talk about how Pinterest views the future of shoppable video and how malls are resurging. Tune in to the discussion with our analyst Andrew Lipsman.

On today's special episode, we continue our new 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鈥檒l keep a running score all year and crown a winning team at the end of the year. Today, we cover Google reinventing search, Amazon's grocery strategy, and what Twitter appointing a new CEO means for growth. Tune in to the discussion with this month's contestants: our analysts Ross Benes, Blake Droesch, and Debra Aho Williamson.

On today's episode, we discuss the significance of Facebook's 2 billion daily active user milestone, what's contributing to continued negative growth, and what to expect from the metaverse this year. "In Other News," we talk about how much Reels and YouTube Shorts are creeping up on TikTok's short video lead and how Americans feel about where social media is headed. Tune in to the discussion with our analyst Debra Aho Williamson.

On today's episode, we discuss how much Netflix's new ad tier has helped subscriber growth, how the impending launch of its password-sharing initiative will play out, and what happens now that Reed Hastings has stepped down as CEO. "In Other News," we talk about how Peacock can right the ship and how many streaming services the average American subscribes to. Tune in to the discussion with our analysts Daniel Konstantinovic and Paul Verna.

Spotify keeps Bill Simmons on board: The Ringer founder extends his contract as Spotify pivots toward video podcasting and sustainable ad-driven content.

How is programmatic advertising shaping the growth of the digital audio ad market, and how should advertisers spending in terrestrial radio think about balancing their spend between terrestrial and digital audio channels?

YouTube introduces new offerings for ads, podcasts: The platform aims to highlight its ability to reach audiences with unmatched versatile content options.

That's extremely powerful鈥攐ther brands just don't have that sharp focus," said retail analyst Zak Stambor on our "Behind the Numbers" podcast. Here's how LEGO maintains its market dominance:. Multigenerational appeal drives growth. LEGO has expanded beyond children's toys to capture diverse age demographics.

Spotify can expect another strong year for ad revenues: Investor pressure has the company capitalizing on podcasts for a video advertising expansion.

Sales growth for cosmetics and beauty will increase at more than twice the rate online than through physical retail channels this year, according to our February 2024 forecast. While ecommerce is stealing market share, its sales only tell a portion of the buying story. Physical stores are still key to discovering beauty products and brands, finding the right shades, and testing formulations鈥攁nd Walmart is making use of its omnichannel footprint to take advantage. Here鈥檚 how.

Creator revenue growth has slowed due to maturation of the influencer market, TikTok's volatility, and recession fears from the ongoing trade war. But bright spots remain, including more marketers turning to YouTube and brand deals expanding beyond social to TV and podcasts.

It鈥檚 important to note that Spotify鈥檚 ad business is still experiencing growth: We expect Spotify鈥檚 US ad business to generate $1.35 billion this year, up from $1.21 billion in 2024. The majority of its advertising revenues come from non-podcast content. Podcasting may be a $20 billion opportunity, but not if most of the podcasts on Spotify strike their own advertising deals outside of the platform.