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Even though new users will be hard to come by in the US, Canada, and much of Western Europe, that doesn鈥檛 mean sub OTT is stagnating overall. Lots of new consumers are still on the way. Read Next.

Those include 2,784 in Mexico, 866 in Central America, 403 in Africa, 402 in Canada, 385 in Chile, 372 in China, and 28 in India. In terms of total square footage, Mexico leads the pack, followed by China and Canada. Walmart International鈥檚 net sales are about a quarter of Walmart US鈥�.

And like Walmart, Loblaw sees an opportunity in audio advertising: The Canadian grocer will bring in-store audio ads to nearly 300 locations thanks to a newly announced partnership with Stingray Advertising.

On today's episode, we discuss whether Microsoft鈥檚 AI-powered Bing can take share from Google, if social platforms can compete with Amazon on product search, and what to make of the idea that Apple might release its own search engine. "In Other News," we talk about what watching Peacock in the metaverse looks like and how people feel about all of their subscriptions. Tune in to the discussion with our director of forecasting Peter Newman and analyst Max Willens.

Additionally, two surveys were conducted during August and December 2021 among roughly 1,000 respondents each in Argentina, Australia, Brazil, Canada, China, Colombia, France, Germany, Japan, Mexico, Singapore, Spain, and the UK, as well as two surveys conducted during February and May 2022 among those same countries plus India, Italy, Russia, and South Korea.

That will make Brazil one of the leaders in ecommerce penetration in 2026, ahead of Russia (18.5%), Canada (17.2%), Japan (15.8%), and Germany (12.8%). Brazil boasts the world鈥檚 fourth-largest digital buyer market behind China, India, and the US. This year, 95.2 million digital buyers鈥攐r more than half of Brazil鈥檚 population ages 14 and older鈥攚ill make at least one online purchase.

On today's podcast episode, we discuss why a surprising amount of people think Meta's Orion smart glasses are the future of computing, whether people will turn to Amazon for live news, what's happening to the middle of the market, why screensaver ads can have a significant impact, who was the richest American in history, and more. Tune in to the discussion with host Marcus Johnson, director of reports editing Rahul Chadha, and analysts Bill Fisher and Max Willens.

鈥淚n terms of time spent with OTT, Disney+ trails Netflix, Hulu, Amazon鈥攁nd YouTube if you count them,鈥� says Benes. 鈥淏ecause the others already had ads in some fashion, Disney's moves won't control Netflix's strategy, despite the closeness of the timing.鈥�. Benes also notes that Disney+ is considerably cheaper than Netflix.

That's the number of Amazon Fresh stores. If you'd said 140, that's the correct answer. There are actually 140 plus, it says in its official PR, across the US, UK, Australia, and Canada. Should I do a tally after each question? Carina Perkins:. Yeah. Bill Fisher:. Let's do it. So after the first round, Carina and Sara, you are both in the lead with one point.

In July, Meta announced new smart glasses coming later this year, alongside plans to integrate its AI assistant into its Quest headsets in the US and Canada starting in August. These moves signal Meta鈥檚 push to offer consumers more opportunities to interact with genAI across its products and platforms. What does this mean for marketers?

Similarly, Amazon shelved a comparable robot, Scout, as the company adapted to ongoing economic uncertainty. Economic Conditions.

Meta, Apple CEO Tim Cook, OpenAI鈥檚 Sam Altman, Google, and Amazon have each contributed $1 million to Trump鈥檚 inaugural fund. From this group, only Amazon and Google made $200,000 contributions to Biden鈥檚 inaugural fund four years ago.

We're in the US next where Amazon is supercharging its FASST offering. Earlier this year, Amazon launched Fire TV channels, its new hub for free ad supported streaming TV. They had some big names to help them with the launch too. Here's Martha Stewart explaining her involvement. Martha Stewart:. But doesn't stop there.

Fraud losses are beginning to decline in markets like the UK and Canada, which boast more advanced payment technologies and prevention strategies. Five factors will determine if the US follows suit beyond 2024:. New payment technology. Rising mobile proximity payment usage can make in-store payments safer by cutting down on card lost/stolen fraud.

The news: Stripe introduced Tap to Pay on Android for merchants using Stripe Terminal in Australia, Canada, New Zealand, Singapore, the UK, and the US, per TechCrunch. The tech lets merchants accept in-person contactless payments with any Android mobile device that has NFC technology. Compatible payment methods include Google Pay and Visa, Mastercard, and American Express cards.

In today鈥檚 episode of The Banking & Payments Show podcast, we talk about who the BaaS compliance crackdown will hit the most, why Walmart and Amazon will pilot pay-by-bank at checkout in 2025, and how consumer privacy will change under a second Trump administration. Join the discussion with host and Head of Business Development, Rob Rubin, and Principal Analysts Tiffani Montez and David Morris.

Amazon has shown it can compete with Netflix anywhere. We believe that Netflix still has a sizable viewership lead on Amazon overall, but the gap is likely shrinking. In the eight countries for which we have estimates on both services, viewership is broadly comparable. And Amazon already has more viewers than Netflix in India, Germany, and Japan.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss why US home improvement company Lowe's didn't work out in Canada, why Canadian athletic apparel retailer lululemon athletica succeeded in the US, and which Canadian brands would prosper in the US if they chose to fly south. Join our analyst Sara Lebow as she hosts analyst Paul Briggs and vice president of content Suzy Davidkhanian.

VirtualGurus: Although the business of hiring international remote workers is booming, this startup is connecting US and Canada-based remote workers who are historically underrepresented with a virtual assistant gig work platform. Companies can buy packages starting at $350 per month for trained virtual workers.

Affirm rebranded its Canadian BNPL brand, PayBright, to Affirm Canada. Former PayBright CEO Wayne Pommen will now lead Affirm鈥檚 international expansion efforts, which can help drive more customer and merchant adoption. Inclusive credit.

Amazon itself is part of this trend, and over the course of Q2, it ramped up its share of Google Shopping ad impressions to 62%. 鈥淚 don鈥檛 see Amazon as eating Google鈥檚 lunch,鈥� said Tinuiti鈥檚 Levy. 鈥淕oogle and other general search engines are both search and buy engines, whereas Amazon is much more of a buy engine.鈥�. Rise of the Privacy Players.

One other thing I'll quickly mention is that Amazon coming into the market will force Netflix to charge less for ads. Amazon is coming in with CPMs in the $30 range.

Amazon is also ramping up its production of French-language originals to compete with Netflix. Across the region, Amazon does now rival Netflix, marking a major shift in the market dynamic. The growth of Amazon Prime Video is especially marked in Germany.

The top 10 countries for digital spending in 2023 will mirror the rankings from 2022, except Canada will move up a spot. We do not forecast any further changes to the relative positioning of the top-spending countries over the next several years. Revenue Review: Peak Duopoly Has Come and Gone. It鈥檚 no secret that Meta had a very bad 2022.