So far this year, there’s been Google versus Microsoft and TikTok versus … well, everyone. But another battle is emerging as Amazon and Apple go head to head for ad dollars, streaming viewers, and the health vertical.
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| Apr 6, 2023
Researchers are using NIH funding to see if Apple Watch app algorithm can prevent strokes. We wonder if doctors will trust the data.
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| Aug 30, 2022
DOJ vs. Apple: The US justice department is considering a challenge to Apple’s market dominance. Developer restrictions, payments ecosystems, and anticompetitive business practices could be key areas of conflict.
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| Aug 31, 2022
Apple is making strides with a secret CGM project: The addition of a blood glucose monitor to the Apple Watch will drive sales beyond the diabetes patient pool to the “worried well.”
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| Feb 23, 2023
With 34 million developers, a massive app ecosystem, and a burgeoning ad business, Apple could fast-track its metaverse ambitions behind its MR headset announcement.
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| Jun 2, 2023
In the first half of 2023, connected devices became more shoppable, driven by retail media and emerging technologies like visual search, while Apple has emerged as a big winner, using its domination in the smartphone market to muscle in on ad revenues.
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| Jun 27, 2023
Apple is demanding 30% of promoted post transactions: The App Store now says promoted posts should be treated as in-app purchases in a not-so-subtle attack against Meta.
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| Oct 26, 2022
On today's episode, we discuss Apple’s dominance in the digital wallet arena. In our “Headlines” segment, we look at the ramifications of The Kroger Co.’s about-face on Apple Pay and how the EU is scrutinizing Apple Pay in its antitrust investigation. In “Story by Numbers,” we examine how Gen Z’s use of iPhones will keep Apple competitive in the digital wallet space and the success of Apple’s new savings account. And in our new segment, “What If,” host Rob Rubin presents a few hypotheticals and discusses what things would look like if they were true. Tune in to the discussion with our analyst David Morris.
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| May 30, 2023
Another delay for Apple’s mixed reality headset: It’s been working on the technology for its next big product since 2015, but now delays are due to software and hardware issues. How can Apple succeed at a time of economic upheaval?
Article
| Feb 17, 2023
On today's episode, we discuss why Apple and Amazon will be the two most consequential advertising companies for the rest of the decade, the ceiling on their streaming ambitions, and how their tech and health investments stack up. "In Other News," we talk about whether TikTok has been able to reassure advertisers after its recent government hearing and the Federal Trade Commission outlining how companies should communicate their environmental claims. Tune in to the discussion with our director of Briefings Jeremy Goldman.
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| Apr 3, 2023
Apple joins other retailers looking for ways to maximize recurring revenue: A hardware subscription program could help the tech giant make up for softening consumer demand and build deeper relationships with consumers.
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| Mar 29, 2022
Apple raising worker pay by more than 10%: It’s the latest Big Tech company to take steps to retain talent during the Great Resignation, a move that could set the tone for various industries.
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| May 27, 2022
Nike and Apple eye opportunities in the metaverse: Nike is opening an online store and trading platform for digital sneakers, while Apple is reportedly working on its own virtual environment.
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| Nov 14, 2022
The AI-assisted search revolution will take place primarily on the nonretail battleground, which is still dominated by Google. But Google lost share of the market last year, and Microsoft and Apple are starting to appear a little closer in Google’s rearview mirror.
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| May 22, 2023
Apple uses safety and security to win over consumers. Birkenstock focuses on education, showcased through a three-part docuseries. And Taco Bell, with the help of Pete Davidson, apologized for “over-innovating” its breakfast menu.
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| Aug 14, 2023
Apple is taking a stand against anti-LGBTQ+ policies: the tech giant is taking a stance popular with its employees—and an increasing number of consumers.
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| Apr 4, 2022
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| Apr 12, 2023