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Mounting concerns around an Iran nuclear deal, increased missile tests in North Korea, and political tensions in China might result in the need for stronger sanctions compliance, and banks must be prepared to implement related changes quickly.

Advertising, not new ecommerce features, will drive social shopping in 2023. With social network advertising increasingly dominated by video formats, we expect shoppable video ads to play a bigger role in social commerce strategies. Meta leads the pack鈥攁gain. It鈥檚 got robust commerce capabilities on both Instagram and Facebook.

As things get better, they become more competitive globally and can start winning bids that used to go to China, Vietnam, or other places. Because we鈥檙e managing robots for many factories, we benefit from the economies of scale. So it鈥檚 cheaper for us to buy, run, maintain a robot, and hold inventory because we鈥檙e doing it for 100 factories.

We're also joined by our principal analyst who heads up our retail and e-commerce team based out of New York, it's Suzy Davidkhanian. Suzy Davidkhanian:. Hi everyone. Marcus Johnson:. And finally, we have one of our senior analysts on the digital advertising and media team based out of Pennsylvania is Max Willens. Max Willens:. Yo. Marcus Johnson:. Hello. Hello.

On today's episode, we discuss a milestone for digital video, why TV lovers still love their TVs, and the relationship between digital audio and social networking. "In Other News," we talk about how many US shoppers use their phones to pay for things at the register and how many generative AI users there are in the US. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood.

Insider reports show that TikTok has had trouble keeping up with the rapid pace of its own growth, and regulators have been watching it carefully for its ties to Chinese parent ByteDance and alleged user privacy breaches. The big takeaway: TikTok鈥檚 advertising lead over its social media competition is growing.

Smartwatches are quite popular in some parts of the world, such as China and India. The International Data Corporation (IDC) expects global shipments of smartwatches to reach 157.7 million in 2023, increasing to 173.2 million in 2024 and 194.2 million in 2026. Shipments of wristbands, on the other hand, are dropping. Apple dominates wearables. In both smartwatches and hearables, Apple sets the pace.

So Amazon is interesting in the sense that while they're a very diversified company, their retail media, which is really what we call most of their advertising, their retail media can suffer if their e-commerce sales suffer because they're very, very closely correlated. And I think the other challenge that Amazon has is it is so big it's laying off...

The US government, including top officials and the FBI director, are concerned that ByteDance, a Chinese company, could be forced to share its TikTok data with the Chinese government and that it could use that against the US. Why is that a big deal?

Those types of rewards, that's like free shipping now sort of in e-commerce. So it's thinking about different ways to add value and in today's economy that value is really around cost savings. Sara Lebow:. The keeping coming back really stands out to me.

I think it's a big part of Amazon's future e-commerce plans. And they will continue to do this, and that's going to continue to reset the holiday calendar push at least some of the shopping forward.

We start with one of our vice presidents of content, also heads up our retail and eCommerce team based out of New York. It's Suzy Davidkhania. Suzy Davidkhanian:. Hi. Thanks for having me. Marcus Johnson:. Hey Suzy. We're also joined by one of our senior analysts on that very retail and eCommerce team also based out of New York, it's Blake Droesch. Blake Droesch:. Hello, everyone. Marcus Johnson:.

For example, the percentage of physicians who rated digital tools such as video chats and scheduled webinars and webcasts as preferred engagement options more than doubled from pre-pandemic to May鈥揓une 2021, according to survey data gathered from physicians in the US, Germany, and China and published by Boston Consulting Group (BCG) in September 2021.

And also, I want to know one thing is that Infront Sports & Media, I believe it's a Swiss company, but it's also a subsidiary of Chinese conglomerate, Wanda. So that's sort of like a big win for the Chinese sports broadcasting industry as well. Bill Fisher (09:41):. Very good. Thanks, Man-Chung. And that wraps up our Three in Three for this month.

China? Ina Gottinger:. Nope. Jasmine? Jasmine Enberg:. I don't know the answer, but I'm going to say Germany. Ina Gottinger:. Nope, it's Brazil. Jasmine Enberg:. Wow, really? Ina Gottinger:. Which is so interesting. Marcus Johnson:. Interesting. Ina Gottinger:. Well, it also ties into the whole online creative awards.

Bipartisan scrutiny in the US and potential regulation stemming from its Chinese ownership and opaque business practices. The possibility that content moderation issues could turn into public relations nightmares, as they have for virtually every other social media company plus Google. Snapchat.

On today's podcast episode, we discuss how much Amazon's new shopping chatbot can move the needle, what Planet Fitness' out-of-home ad network looks like, becoming a digital mannequin to see what clothes look like on you, whether minutelong soap operas will catch on, who the smartest people in the world are, and more. Tune into the discussion with vice president of content Suzy Davidkhanian, analyst Evelyn Mitchell-Wolf, and vice president of Briefings Stephanie Taglianetti.

On today's episode, we discuss how recent YouTube TV price hikes will affect subscriptions, whether streaming TV actually costs less than cable, and if a sports streaming hub is a viable product. "In Other News," we talk about what Roblox's new ad rules will do to the metaverse and why Walmart+, Walmart's membership program, is resonating with high-income shoppers. Tune in to the discussion with our analyst Daniel Konstantinovic.

So all you have to do is enter your library card and it gives you access to a pretty awesome collection of old movies, British television, and actually a lot of really good Chinese cinema.

Then it's Spanish, just over 40 million speakers, Chinese, including Mandarin, Cantonese, and others about 3 million. And the Philippine language of Tagalo comes in fourth with 1.6 million. Vietnamese in fifth has 1.4 million speakers in America. Paul Verna:. Well, I think it's great that two languages are represented on this show and there are only two of us here.

Respondents in China and Saudi Arabia reported the highest viewership among those from non-participating countries, at 36% and 35%, respectively. Eurovision commands a massive audience, with strong reach in younger age groups. Millions of TV viewers tune in to Eurovision each year.

However, China, Mexico, and Brazil have also embraced sub OTT at rates above the global average. Brazil will sneak into the top 10 in 2023, with 46.3% of internet users set to be sub OTT users. China will lead the world in total sub OTT users, just as it does in most other digital user categories.