Report
| MAY 17, 2022
Report
| JUL 18, 2022
Report
| JUL 14, 2022
Report
| JUN 29, 2022
A recent crypto market implosion has magnified the volatility risk of stablecoin—an asset named for stability. Payment incumbents must weigh the crash’s implications and closely watch regulatory advances as they plan for short- and long-term crypto payments growth.
Report
| JUN 27, 2022
BNPL providers are in the eye of a perfect storm, as investor and regulatory scrutiny, increasing competition, and the prospect of recession put them at risk. But it’s still early days—and we see foresee a long growth runway. Read on to learn how retailers and providers can navigate the current landscape to their maximum benefit.
Report
| JUL 14, 2022
Report
| JUL 19, 2022
Report
| JUL 7, 2022
Article
| AUG 1, 2022
Video
| JUN 22, 2022
Watch the on-demand replay of our webinar, The Era of Uncertainty, as our analysts address key questions about the rapidly shifting landscape for social media, retail and ecommerce, and financial services.
Article
| JUN 2, 2022
Tech wrestles with an era of uncertainty: As 2022 hits the halfway point, we look at how various technology companies navigate expected and unexpected challenges that could alter the business landscape.
Audio
| MAY 31, 2022
The global economy is under severe pressure. Join our analyst Bill Fisher as he hosts analysts Man-Chung Cheung and Karin von Abrams to discuss some regional headwinds, including supply chain issues, war, and cost-of-living crises.
Article
| AUG 4, 2022
In fact, we’ve already seen well-established digital health entrants seek refuge in the arms of tech giants to avoid major organizational changes. For example, primary care disruptor One Medical recently sold its business to Amazon in a $4 billion deal. Further reading: We detail the current challenges digital businesses face during this period of uncertainty in our Era of Uncertainty report.
Article
| AUG 3, 2022
Article
| JUN 14, 2022
Advertising uncertainty just got worse: A report found that 17% of ads on CTV devices air while TVs are off, costing advertisers $1 billion.
Article
| JUN 10, 2022
Their cautious outlook is a result of the current era of uncertainty, but it has been exacerbated by Meta’s precipitous drop in value. While Meta anointed itself as the company to lead the transition to immersive VR ecosystems, it is quickly becoming clear that no one company can build the metaverse.
Article
| JUL 22, 2022
At the time, we posited One Medical would likely seek shelter under a healthcare giant’s roof as health tech companies like it become more financially cautious in an era of economic uncertainty. The One Medical deal will beef up Amazon’s healthcare presence in 3 key ways:. 1. Access to a ton of new employer clients.
Report
| JUL 26, 2022
Report
| MAY 18, 2022
Following a banner year, US ad spending in 2022 will be shaped by three key trends: Linear TV crossing the Rubicon, a billionaires’ club emerging in connected TV (CTV), and ecommerce ad spending enriching Google, Amazon, and a crop of newcomers in search and retail media.
Report
| JUL 28, 2022
Article
| JUL 18, 2022
Article
| AUG 4, 2022
Inflation continues to surge, resulting in 61% of Americans living paycheck to paycheck, up from 58% in May, per CNBC. Despite the worsening trajectory, tech companies continued pandemic-era growth plans with mass hirings that have since led to layoffs and freezes. What it means: The tech industry’s recent responses to broader macroeconomic conditions mark a stark cultural shift for the industry.
Article
| AUG 3, 2022
The pandemic accelerated cloud adoption, which has been a consistent area of growth. Amazon Web Services, Microsoft Azure, and Google Cloud accounted for 63% of Q2 cloud market revenues—collectively, the Big Three grew by 42% in Q2. Growth in the cloud was sustained despite rising inflation and interest rates as well as general economic uncertainty.
Article
| AUG 2, 2022
Amazon lays off 100,000: As pandemic-era spending cools and the online ad market declines, hiring pauses and layoffs have become a relief valve for companies.
Report
| JUL 27, 2022
War and Brexit will make the next five years a period of profound risk and uncertainty for UK banks. But other events roiling the global economy—such as recession risk and rising interest rates—may work in favor of banks that can plan ahead to seize unusual opportunities. Key Question: How can banks successfully navigate the biggest changes within the UK banking sector over the next five years?