Digital Advertising

Podcast: Understanding Shopify’s advertising strategy (with Andrius Baranauskas)

https://open.spotify.com/episode/26nKL2zho3FTFJQp7HEn6m?si=14ca44c270b64af2 Shopify today published the latest version of Edition, its regular overview of the new product features it has made…

December 11, 2024

AppLovin eCommerce advertising: bull and bear arguments

AppLovin's expansion into eCommerce presents potentially one of the most compelling developments in eCommerce advertising since Shopify's introduction of its…

December 11, 2024

OpenAI’s advertising opportunity

The Financial Times reports that OpenAI is exploring advertising as a potential new source of revenue (emphasis mine): OpenAI is…

December 3, 2024

Common sense and complexity in marketing measurement

The notion that last-click attribution is unacceptable for marketing measurement has become something of accepted consensus within the direct response…

December 2, 2024

Netflix and Disney+ advertising, two years in

This month marks the second anniversary of the launch of Netflix's advertising-supported streaming tier. Last week, the company revealed that…

November 20, 2024

Podcast: Understanding AppLovin

https://open.spotify.com/episode/3NIDL5seK8L1YAD8cQHkqW?si=0f31e28f1e1c4312 In this episode, I present a long-form analysis of AppLovin's business and its significant recent growth. But understanding AppLovin…

November 13, 2024

Small platform syndrome

The Everything is an Ad Network dynamic, and the increasingly restrictive digital privacy environment that catalyzed it has led to…

November 6, 2024

Unpacking Reddit’s $1BN advertising business

Reddit, the link-based social network, went public in March 2024, nearly 19 years after being founded. As Reddit disclosed in…

October 30, 2024

Google’s gambit

The structural integrity of Google's Search business is currently being strained by four explicit factors: The growth of consumer-facing generative…

October 23, 2024

Netflix Q3 2024 earnings: revenue beat but ad-tier growth flat

Netflix reported its Q3 2024 earnings results last Thursday: $9.825BN in revenue (up 15%, year-over-year) and operating profit of $2.9BN for an…

October 21, 2024