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.
Audio
| Nov 28, 2023
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.
Audio
| Aug 16, 2023
US cosmetic and beauty sales are expected to grow over 10% this year—more than three times the 2.9% rate of the overall retail market, according to our forecast. It’s a sign of the “lipstick effect,” said our analyst Sky Canaves on our “Behind the Numbers: Reimagining Retail” podcast.
Article
| Jul 18, 2023
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.
Audio
| Aug 8, 2023
“Shopping apps and marketplaces that specialize in ultralow-cost goods from China are gaining a foothold among US consumers—with broader implications for the future of ecommerce,” our analyst Sky Canaves wrote in our Chinese Ecommerce in the US report. Canaves expanded on what’s 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 “Reimagining Retail” podcast episode.
Article
| Aug 10, 2023
Audio
| Apr 11, 2023
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.
Audio
| May 8, 2023
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.
Audio
| Feb 13, 2023
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’ll 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.
Audio
| May 30, 2023
Audio
| May 23, 2023
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.
Audio
| Feb 8, 2023
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.
Audio
| Feb 3, 2023
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?
Report
| Oct 22, 2024
Spotify can expect another strong year for ad revenues: Investor pressure has the company capitalizing on podcasts for a video advertising expansion.
Article
| Sep 23, 2024
That's extremely powerful—other 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.
Article
| Feb 24, 2025
Looking ahead: New advertising channels are emerging as critical growth drivers. Connected TV (CTV) platforms are becoming essential for fintech brand integration. Visual podcast sponsorships are opening new avenues for targeted audience reach. Creator partnerships are establishing deeper connections with social media audiences.
Article
| Jan 6, 2025
It’s important to note that Spotify’s ad business is still experiencing growth: We expect Spotify’s 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.
Article
| Feb 19, 2025
Streaming music, podcasts, and radio apps have changed the complexion of audio listenership in Canada. Over the past decade, digital audio has grown to a level that now rivals the traditionally strong radio listener base.
Report
| Sep 19, 2023
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—and Walmart is making use of its omnichannel footprint to take advantage. Here’s how.
Article
| Apr 15, 2024
Article
| Dec 6, 2022
On today's podcast episode, we discuss what was behind Google performing so well in Q2, why YouTube is doing so well, and ranking the impact of AI at the search giant. Tune in to the discussion with host Marcus Johnson and analyst Evelyn Mitchell-Wolf.
Audio
| Aug 1, 2024
Creators will generate more than $1 billion in revenue from podcasts next year, ĢAV forecasts. Use this chart: Marketers can use this chart to consider the saturation of sponsored content, and how partnerships that span beyond social feeds can benefit both creators and brands. Related ĢAV reports:.
Article
| Apr 3, 2025
The average US household was served the same podcast ad 4.76 times in Q2 2022. That quarter marked an unusual decrease in ad frequency, and as a result conversion rates went up, according to Podsights.
Article
| Nov 14, 2022
The news: Seventy-eight percent of sports audio listeners take action after hearing an ad on a sports radio show or podcast, per a new study from SiriusXM Media, GroupM, and Edison Research. Fifty-five percent have purchased a product or service based on these ads.
Article
| Apr 14, 2025
Netflix Q1 proves its resilience amid economic volatility: Strong revenue growth is setting the company up to weather uncertainty.
Article
| Apr 18, 2025