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Karen said “Germany is definitely the big focus. If Germany sneezes, the Vodafone Group gets a cold, and Germany is definitely under the weather right now."
She predicted that the German decline is only going to get worse as we head into the second half of the year, cementing the fact that the once “ growth engine of the company continues to go into decline."
Online advertising growth at big tech firms has flatlined, with real-term declines at Meta and YouTube. The weakness is concentrated in higher funnel ads.
Advertising is a leading indicator. A hardware slowdown is coming, services growth is stuttering, and businesses will want to save on cloud services.
Investors are hostile to attempts to spend through a downturn, but competition from TikTok and developments in AI demand targeted investment, while Meta is pot-committed to the metaverse. Tech giants are looking for savings elsewhere.
James said "It is perhaps understandable telecoms firms offering social tariffs are not willing to spend any of their marketing budget to promote them – as they do not make them any money. But we expect some serious price increases early next year in the wider phone and broadband market with many telecoms companies using a price increase formula linked to the December rate of inflation. This means demand for social tariffs could rise."
Tom said "Reese has taken things to another level. She's doing business deals, producing shows with purpose, expanding internationally and getting almost a billion in investment purely on the strength of her name."
Douglas said “The Sun’s done an amazing job relatively recently building its US audience. In a digital world, it nuts for [UK news websites] not to try for a global audience. And in fact they’ve been relatively slow at doing that.
“Mail Online’s built up a big US audience, The Sun is now building up a big US audience. But it’s sort of surprising that the English-language British news media are not going for broke on global – that’s the way to really make your brand fly.”
He added “What publishers have done is taken a print model and effectively transitioned that into an online environment without really knowing if that works,” he said. “And if you were starting from scratch, you probably wouldn’t have a newsroom with 500 journalists in it creating enough content to fill a newspaper every day.
“Apple TV+ is the smallest and [least] watched with a smaller program library, thus the most exposed to churn,” Enders Analysis analyst François Godard notes. In contrast, the launch of Netflix’s new ad-supported subscription tier is poised to be a “handy option for consumers seeking cuts in spending,” he says, especially for users who otherwise might have canceled their Netflix subscription because of its higher price point (the standard subscription jumped from $13.99 to $15.49 a month in January).
Jamie said the site has a long way to go before corporate users will look twice at it.
“Mastodon has all the disadvantages of decentralisation. It's unintuitive, it's got patchy moderation to put it kindly, and your home server could be switched off at any point. It's a nightmare for the average user.”
He added “So long as Twitter is functioning, Mastodon will be there as a niche fallback option. Twitter would have to implode for that to change.”
