On today's episode, we discuss what Peloton's struggles say about the exercise firm, how companies are rebranding for digital, omicron's effect on business recovery, how much people will pay for Amazon Prime, Google's brand new cookie alternative called "Topics," an unpopular opinion about NFTs, the internet under the ocean, and more. Tune in to the discussion with eMarketer principal analysts Paul Verna and Dave Frankland and analyst at Insider Intelligence Blake Droesch.
Winter Olympics provide Beijing the opportunity to scrub China’s internet clean: The door to a free and open Chinese internet is closing fast as regulators aim to reshape the Great Firewall of China.
US chip fabs struggle as inventories drop to just five days: Dark days are ahead as demand is up 17% but relief is likely months or even years away.
Intel scores rare antitrust win against European Commission: Regulators criticized for failing to provide sufficient evidence in $1.2B case. Ruling could serve as a rallying point for other Big Tech companies battling antitrust suits.
US Instagram ad impressions are split mostly between two formats. For the US clients of performance marketing firm Tinuiti, 47.0% of impressions came from the feed and 42.0% from Stories in Q4 2021.
Global cloud adoption increased by 25% in 2021: Study reveals that security, managing complexity, and compliance still fall behind as businesses rush to migrate to the cloud during the pandemic.
Google’s plan to deprecate third-party cookies is opposed by Germany’s largest publishers: The fight illustrates the tension between the overlapping priorities of antitrust concerns and privacy protections.
Three billion fraudulent emails go out globally each day, often aimed at unleashing cyberattacks on companies of all types.
Google goes back to the drawing board with its third-party cookie replacement strategy: Its new approach aims to address advocates’ privacy concerns.
Twitter continues investing in performance marketing: Its new performance advertising products will be essential to keeping marketers around, despite a waning user base.
Ohio manufacturing site could turn the tide for Intel: The new location will employ 3,000 and could inspire other chip manufacturers to jump on local government incentives and cheap land.
NBCUniversal reduced Winter Olympics ratings expectations: Its broadcast strategy is changing after last year’s tepid Summer Games.
Why Amazon keeps experimenting with physical stores: While offline sales represent a tiny fraction of its overall sales, Amazon has plenty to gain by venturing into the real world.
Is the Banning Surveillance Advertising Act a threat? Even if the US bill to limit targeted ads doesn’t pass, its introduction signals a legislative landscape that favors privacy more than ever.
China’s computing cloud gets bigger thanks to backing of Big Three telecoms: Computing power is Beijing’s new global strategy focus, and it’s quickly catching up with the US.
Leaders from Pandora, Roblox, Riot Games, and more are banding together to make the metaverse safer: Lack of Big Tech support could make implementation impossible.
Xbox makes nearly $70 billion bet on Activision Blizzard: Microsoft moves in just as the maker of Candy Crush and Overwatch saw slumping sales due to misconduct allegations.