As retail behemoths Amazon and Walmart compete for consumers’ spending, both are turning to video streaming ads to open up new sales opportunities and drive conversion.On Wednesday (May 8), Disney Advertising announced a partnership with Walmart Connect, the superstore chain’s retail media platform, to enable targeted advertising using the retailer’s data.“Combining Walmart’s unique omnichannel customer insights with the incredible scale and reach of Disney+ and Hulu content is a huge unlock for marketers,” ...

Oracle has reportedly encountered obstacles in its ambitious plans for electronic medical records company Cerner, which it acquired for $28 billion in December 2021.The company has lost several major clients since the acquisition, its focus has shifted from innovative product ideas to upgrading legacy systems, and its engineers have been taken aback by the effort required to implement changes and migrate customers to the cloud, Bloomberg reported Thursday (May 9), citing interviews with current and former e ...

Amazon said Thursday (May 9) that the updated fees for merchants using its fulfillment, storage and shipping services reflect underlying costs and are “significantly less” than those announced by other major fulfillment services. “We have been listening to seller feedback and working with our seller partner community to explain our updated fees, which are designed to more accurately reflect underlying input costs for Amazon and sellers, give sellers more choice for how they inbound their inventory to our si ...

As consumers step up their spending on travel and on local experiences, Groupon noted, they are pulling back on buying products. The eCommerce marketplace shared in an investor presentation accompanying its first-quarter 2024 financial results Thursday (May 9) that, with the exception of its “Goods” business — which sells retail products — its North American segment, which accounts for the bulk of the business, saw +8% year-over-year growth. Conversely, gross billings from goods were down 36% year over year ...

文章核心观点 - 公司的第二季度指引低于预期,导致股价下跌超过20% [1] - 公司正在努力通过调整算法、推出平台活动等措施来提升用户增长率 [2] - 公司表示将保持谨慎和负责任的态度,这就是为什么调低全年营收指引 [3] 公司业绩表现 - 公司第一季度营收超过去年全年,产生了创纪录的自由现金流 [5][9][10] - 公司各项关键指标如月活跃用户、人均付费、参与时长等均实现增长,但增幅低于华尔街预期 [6][7] - 公司表示正在优化短期业绩指标,同时关注平台长期健康发展 [8] 公司未来发展策略 - 公司计划在今年内建立广告平台基础设施,并在2025年开始预测广告收入 [11][14][15] - 公司正在利用自身海量数据,加强人工智能能力建设 [16][17] - 公司认为自身处于元宇宙、创作者经济和人工智能的交汇点上 [16]

文章核心观点 美国运通与当地新银行O3 Capital合作在尼日利亚推出商务信用卡，还计划扩大在非洲的业务覆盖范围，同时O3 Capital有发卡计划，且非洲等地企业对营运资金解决方案需求增长 [1][2][3] 美国运通业务动态 - 美国运通与O3 Capital合作在尼日利亚推出首张商务信用卡，为企业主提供1万美元消费额度和国际交易最长45天还款期，有望改善该国营运资金获取情况 [1] - 美国运通全球网络服务总裁表示首张尼日利亚商务卡将支持当地企业发展，公司希望加强在尼日利亚的业务并扩大在非洲的影响力 [1] - 美国运通计划将在非洲的业务覆盖范围从30个国家扩大到42个国家，因消费者和小企业需求增加 [2] O3 Capital业务计划 - O3 Capital与美国运通还将推出个人和家庭使用的信用卡，消费额度在1万至2万美元之间 [2] - O3 Capital首席执行官称O3 Amex卡解决了商务和个人旅行津贴在银行排队的问题 [2] - O3 Capital计划年底前发行1.6万张美国运通卡，未来五年发行100万张，并计划在卢旺达、刚果和加纳等国发行 [2] 行业需求情况 - 非洲、中欧和中东地区更多公司在寻求营运资金解决方案 [3] - 2023 - 2024年中欧、中东和非洲地区（CEMEA）成长型企业营运资金指数系列报告显示，58%的CEMEA成长型企业使用营运资金解决方案，未来几个月该比例将增至95% [3] - 该地区使用营运资金解决方案的企业中，77%业务指标和买卖双方关系得到改善 [3]

Google parent company Alphabet is reportedly in continuing talks with HubSpot about acquiring that company.The companies have discussed the potential terms of a deal, although the deliberations are ongoing, there is no certainty the two companies will come to an agreement, and another potential buyer could emerge, Bloomberg reported Thursday (May 9), citing unnamed sources.Neither Alphabet nor HubSpot immediately replied to PYMNTS’ request for comment.HubSpot, a provider of marketing software, has a current ...

If you take your hands off the wheel, you might crash. That proverbial piece of advice, commonly leveled at business leaders and managers, has taken on a new meaning in light of the U.S. Department of Justice‘s (DOJ) investigation revealed Wednesday (May 8) into electric vehicle (EV) automaker Tesla’s Autopilot and Full Self-Driving (FSD) systems. The EV giant, known for its innovative approach to automotive technology, is currently under the microscope of U.S. federal prosecutors, as well as the U.S. Natio ...

Amazon will launch a dedicated online store in Ireland in 2025.The new Amazon.ie will offer more products from Irish businesses; low, local prices; and no additional customs charges, the company said in a Wednesday (May 8) press release.“This underscores our continued commitment to Ireland and will bring a wide selection of great value products with fast delivery to Irish customers, as well as provide great opportunities for small- and medium-sized Irish businesses to reach a bigger audience at home and abr ...

文章核心观点 公司一季度财报显示在客户向其商务平台转化、数字银行增长和自助收银技术采用方面表现强劲，各业务板块均有不同程度增长，公司维持当前财年业绩指引 [1] 客户转化情况 - 公司在将客户转化到其平台方面取得进展，现有约61000个零售和餐厅平台站点，占总客户站点的18%，连接平台有助于客户公司提升数字能力 [2] 餐厅业务 - 公司签署超230个新客户，平台和支付站点分别增长6%和26%，年度经常性收入增长5%至5.54亿美元 [3] 零售业务 - 公司签署超50个额外客户，年度经常性收入增长5%至超10亿美元 [4] 数字银行业务 - 注册用户增长5%至超2850万，细分业务年度经常性收入增长7%至5.39亿美元，活跃用户增长3%至1970万，每用户平均收入增长4%至27.63美元 [5] - 美国15家最大零售银行中有13家使用公司的数字优先平台 [6] 自助收银业务 - 自助收银解决方案为零售客户提供无缝结账体验，零售商为应对劳动力市场挑战，注重提升客户体验和运营效率，将推动零售业务发展 [7] - 自助收银是整体解决方案，公司将顺应消费者不同结账方式的趋势，需求将持续存在 [9][10] 财务与业绩指引 - 首席财务官表示公司维持当前财年36亿至37亿美元的业绩指引范围 [8] 软件业务 - 软件增长率与过去几个季度相似，软件和服务收入为6.66亿美元，较去年第一季度增长2% [10]