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Yeah, for sure, and we've seen a similar trend in the UK. It's the biggest online beauty retailer in the UK and it's been interesting how the retailers here have reacted. So Superdrug, which is another sort of high street drugstore, has actually just launched, recently, an online marketplace.

YouTube鈥檚 audience in Canada will reach 26.8 million this year鈥攚hile we don鈥檛 forecast mobile time spent for YouTube in Canada, our US forecasts show about half the time spent on the platform is mobile. Connected TV is the hottest format.

TikTok Shop in the UK could be an indicator of what to expect in the US. Low sales, as well as consumer complaints about counterfeit goods and poor shipping experiences, have led UK brands and influencers to lose interest in TikTok Shop (despite being offered cash incentives), per the Financial Times.

If I heard about a particular performance or a gold medal or whatever, I would simply go to YouTube, search for it, and CBC would've, the broadcaster would have posted that sort of eight-minute video, recapping the whole thing available on demand. So I thought that was a really good way to consume content.

But to your point about competition, and that there are very similar services out there people could switch to Spotify has to be careful now because their current tiers in the US are now priced on parity close to parity on parity with tiers offered by competitors, Amazon, Apple, YouTube. And so then Pandora, Pandora, too. Yep. I noticed. Well, Ross.

That deal hits some roadblocks in the UK and it's questions to whether it will pass regulatory approval in the US, but it did in the EU, which is key. So I think there's a lot to be set for Microsoft buying a company that has the devices, the TV advertising knowhow, and now increasingly the original content production capabilities. Marcus Johnson:.

In the UK, for instance, where economic malaise will result in net declines in viewership for Netflix and Amazon Prime Video this year, Disney+ will remain in a distant third place. We project it will close the gap to some degree, but even in 2026 Netflix will still have more than twice as many UK viewers.

That is of course, an eMarketer video podcast made possible by TikTok that you can watch on Spotify and YouTube or YouTube, or you could of course listen to it the usual way.

With the glasses on, you can video chat, check Instagram, play a 3D version of Pong, watch YouTube videos, play Spotify playlists, use multi-modal AI to interact with everyday objects, even look at a table of ingredients to have Orion, the glasses, provide a recipe, and more. These glasses are years from production. This is just a prototype.

And this is a UK study from the ADA Lovelace Institute and the Allen Turing Institute. It asks UK adults about the perceived benefits and concerns with AI in a number of different fields, and it came up with a net benefit score in those fields. So all the overall concerns were subtracted from the perceived benefits to give a score.

I want to end with Jim Waterson of the British newspaper, The Guardian, because I think he laid out some of the main ways news consumption is changing. We've touched on some of them, but I think he laid these out very articulately, saying that there are several trends that are clear. One, voters are seeing less political content on their social media feeds.

TikTok鈥檚 deal-driven, creator-led commerce play has attracted buyers and sellers, including established brands like Zara (which could soon expand from the UK to include the US). But not all of the merchant incentives it offers, particularly around the holiday period, are sustainable in the long term.

For long video TikTok is more popular than Instagram, but the real winner here is YouTube, which again makes sense. YouTube is kind of the OG long form video platform, but we're looking at-. Marcus Johnson:. Yeah, gets forgotten about a lot though, YouTube, right? Minda Smiley:. It does. Marcus Johnson:.

The quote I picked out is that "Google said it did not notify advertisers or tracking services whether a viewer coming from YouTube had watched a children's video, only that the user had watched YouTube and clicked on the ad."

Ads are definitely core to the business of a Hulu for example, or a YouTube. And so having a competitor in the space who has no problem with underpricing competitors to get what it wants is pretty important and pretty worth watching.

On today鈥檚 episode, host Bill Fisher is joined by our analysts Paul Briggs, Matteo Ceurvels, and Carina Perkins to talk about the upcoming crowning of King Charles III in the UK, other major events around the world, and what sort of effects they will have on retail and marketing.

We're starting with the UK government's recent TikTok ban on government devices. Yes, indeed. On the 16th of March, the UK government put into immediate effect a ban on the use of TikTok on any government device. Here's the Secretary of State Oliver Dowden via Sky News announcing to the House of Commons the reasoning for this ban. Oliver Dowden:.

On today's podcast episode, we discuss whether YouTube Shorts are cannibalizing long-form content, Instagram and Facebook users potentially being able to pay to avoid ads in Europe, how Netflix's password crackdown is getting on, whether serving multiple ads at once is a good idea, the impact of the Digital Services Act's arrival, how long it would take you to drive around every road in the US, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, analyst Bill Fisher, and forecasting analyst Zach Goldner.

Google鈥檚 own studies show that exposure to the same ads six or more times per week dramatically reduced ROI鈥攁nd it was extremely common to see the same ad far more frequently than that on YouTube. YouTube advertisers should use these tools to put a cap on exposure.

But I think in terms of creators, users, advertisers, Instagram Reels and YouTube Shorts are the obvious choices, as it stands. Marcus Johnson:. Mm-hmm, so some places that they might move.

Sorry, it puts it in fourth place and puts it a few minutes ahead of YouTube which is in fifth, which is remarkable. Daniel Konstantinovic:. Yeah, that is remarkable because YouTube usually comes out ahead of all the other video services in terms of viewers and time spent. Netflix is at the top of this chart, but Spotify is pretty close behind.

TikTok brings in more ad revenue, you point out, than YouTube and 1/3 as much as Instagram or Facebook already and is only climbing; two, has more users than Snapchat; and three, people spend way more time on the app than any other social platform. So this is no longer like a tertiary social media platform.

There's been a real slowdown in the main markets that we've talked about in the US and the UK. They are expanding into other markets, and they're having a lot of success there, but it's a different thing to go into a new market and say, "Here is a huge personal music library."

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss why livestream shopping hasn't caught on in the US and the UK the same way it has in China, what TikTok is doing to make the US鈥檚 launch more successful than the UK's, and what shoppers are looking for from a livestream. Then for "Pop-Up Rankings," we rank the top four brands that have done livestream shopping well. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Carina Perkins.

As I mentioned, the Weekly Listen is now a video podcast, so if you want to watch along, you can check this episode out on youtube.com/insiderintelligence and click the podcasts tab if you want to see what we look like and hang out with us that way. If not, you can just listen along all the places you normally listen to this show. What do we have in store for you?