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
Unpacking Uber’s $1BN advertising business Uber, the ride-hailing and transportation company, officially launched an advertising division -- as well as a new, in-app advertising format… October 16, 2024
TikTok search ads and Amazon’s retail vulnerability TikTok has launched a keyword-targeted search ads product. From TikTok's blog post announcing the new Search Ads Campaign feature (emphasis… October 2, 2024
