Pro Features

Yelp Fusion Revs Up In-Car Local Discovery

Yelp announced today that it’s expanding its Fusion product to the automobile. This comes about through a partnership with Uber that brings Yelp to high-intent users in transit. We examine drivers & dynamics.

TikTok
Pro Features

TikTok Leans in to Longer-Form Video

TikTok this week made a rather sizable update to its core media format: longer videos. It has raised its maximum video length from 3 to 10 minutes. We examine the what, why and how.

location

Snap Continues its Mapping & Location Conquest

We’ve tracked two new developments around Snap Maps in the past few weeks. The first involves a partnership with Ticketmaster to match users with upcoming events in their area. The second is a new “buddy system” for sharing location with friends.

Payments

GoDaddy Follows Apple into Mobile POS

The company announced it will expand its existing in-person payment features to let users essentially turn their smartphones into payment terminals. This will utilize QR codes to signal transaction details from one phone to another.

conversational commerce

Meta Closes its Acquisition of Kustomer (Finally)

Meta Platforms Inc. confirmed this week that it has closed the $1 billion acquisition of customer service startup Kustomer. The deal was first announced in November 2020, but was delayed due to EU regulatory scrutiny. We examine.

Foursquare

Foursquare Launches Tile-Based Location Analytics

Foursquare today is launching Hex Tiles. These are a new way to visualize and contextualize its location data. They unify location signals into color-coded tiles that are overlaid on a map to help visualize patterns that can inform business decisions.

Pro Features

What’s a Super Bowl Ad Really Worth?

In the spectrum of advertising that maps to the consumer intent funnel – from awareness to action – one outlier is Super Bowl advertising. Given an average price of $6.5M for a 30-second spot, what will that get you elsewhere?

Augmented reality

Shopify Shines as Shoppability Accelerates

Shopify is one of the original innovators in the shoppability movement. Now it’s making big bets that visually-rich shopping will become table stakes, and the next big retention hook for online merchants.

Pro Features

Yelp for Business Launches Evolutionary Updates

Yelp announced a series of new features for Yelp for Business today, including business-facing tools to give SMBs more control over Yelp ads and direct communications with users. We examine the drivers & dynamics.

Pro Features

Microsoft Advances its RaaS Play

Microsoft has announced that it’s partnering with FedEx for a “logistics as a service” offering for retailers and etailers. This is pursuant to Microsoft’s broader “retail-as-a-service” (RaaS) play. We examine strategic drivers.

eCommerce

Snap Accelerates the Rise of Shoppability

Snap’s latest move is “catalog-powered” lenses. These build on its signature AR lens format with a purpose-built format for shopping. Will this accelerate the ongoing “shoppability” trend?

Amazon

Amazon Carries the RaaS Torch Into Fashion

After piloting Just Walk Out at Amazon Go, airport-based convenience chains, salons, grocery and even Starbucks, Amazon has now tipped its hand for the next move: clothing stores. We examine the strategic implications.

Pro Features

Reputation Lands $150M in Growth Funding and $100M ARR

Reputation announced today that it has received a $150 million minority growth investment from Marlin Equity Partners. Coupled with the news is a noteworthy milestone: It has surpassed $100 million in Annual Recurring Revenue.

Out of home

TikTok Jumps into DOOH

One growing media channel continues to be on-prem content streaming. Not necessarily new (erstwhile the domain of DOOH), the sector has begun to advance in new directions. And TikTok is the latest to jump on board.

M&A

Precisely to Acquire Place IQ

Data software provider Precisely announced today that will acquire location intelligence firm PlaceIQ. Precisely is owned by Clearlake Capital Group and TA associates – both private equity firms that continue to make moves in local commerce. We examine dynamics & drivers.

Pro Features

Microsoft ‘Cloud for Retail’ Joins the RaaS Race

Microsoft is joining the RaaS landscape, or at least it will soon. February 1 marks the general availability of Microsoft Cloud for Retail. It’s is all about federating data to inform strategy and optimize operations – everything from inventory to store layouts.