On today’s podcast episode, we discuss what a tariff even is, what might happen when they’re implemented, and how best to prepare for them. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analysts Paul Briggs and Matteo Ceurvels, and Analyst Rachel Wolff.
While iPhone and wearables sales slipped, Apple’s services revenues grew 13% YoY to $26.3 billion. Apple Intelligence hasn’t paid off yet, but monetizing Siri could give it a boost.
Amid leadership upheaval and falling stock, it could be an attractive target for Amazon or Spotify, which could benefit from Sonos’ hardware expertise.
Friend delays its AI pendant release and drops chatbot platform, betting on product refinement as it navigates resource constraints.
Amid plummeting sales and rising competition, Nintendo hopes its new handheld console will reignite fan loyalty. But will it have the power to compete?
Amazon faces technical and factual challenges as it transforms Alexa into an advanced AI agent, delaying progress and risking its market relevance.
CES underscored AI’s growing role in daily life and the rise of AVs and smart glasses. Promises of convenience stir debates about technology’s societal impact.
Project Digits hints at Nvidia’s ambitions in PCs and smartphones. Partnering with MediaTek positions it to disrupt Intel and Apple while broadening AI’s market reach
Open-source AI models democratize access to powerful robotics tools, while autonomous vehicle tech could standardize the industry and speed up development.
India’s government considers new subsidies, reduced tariffs to boost local production: The measures will make the country more attractive to manufacturers looking for China alternatives.
China takes baby steps to address its consumption problem: Beijing will expand its trade-in program to include consumer electronics as it avoids committing to comprehensive stimulus measures.
Rushed genAI promises and delayed launches erode trust, exposing how tech giants are prioritizing hype over realistic timelines in a race to beat competitors
Over half (54%) of US holiday shoppers expect to give clothing or accessories as gifts this year, the most popular gift category, according to a November 2024 survey from the National Retail Federation (NRF) conducted by Prosper Insights and Analytics.
UK budget spells trouble for retailers, warns Currys: The electronics chain says tax hikes will push costs onto consumers and limit its ability to hire more workers.
Walmart’s advertising business gets a boost: The retailer closed its Vizio acquisition, giving it inroads into the lucrative CTV market.
Over 80% of ad spending in the US for technology and electronics (87.1%), retail (82.9%), and consumer packaged goods (80.2%) is directed toward digital media, according to EMARKETER’s August 2024 forecast.
Small-format stores are gaining popularity among retailers trying to get closer to where consumers live and work. Some retailers, like Macy’s, are using small-format stores to reach consumers in more urban locations. But others, like Target, are going for a slightly different demographic—college students.
Best Buy looks to distinguish itself from the competition: The struggling retailer refreshes its online and offline presences to turn around its two-year slump.
Industry KPIs highlight advertising’s rising cost per acquisition: Some sectors with elevated CPAs enjoy strong conversion rates, but others are saddled with high costs and low return.
Best Buy goes all-in on AI computers: The retailer has exclusive rights to over 40% of Microsoft Copilot+ models and has trained thousands of workers on the technology.