Amazon, Rufus, and the agentic commerce question Amazon released its Q1 2026 earnings last week: the company generated advertising revenue of $17.2BN, up 22% year-over-year. That puts… May 4, 2026
Reddit Q1 2026 earnings: 74% ad revenue growth, 75% growth in advertiser count Reddit reported its Q1 2026 earnings last week: Total revenue increased by 69% year-over-year to $663.4MM. Ad revenue increased 74% to $625… May 3, 2026
Alphabet Q1 2026 earnings: Search revenue up 19%, Search queries at all-time high Alphabet released its Q1 2026 earnings last night: Overall advertising revenue grew by 15.5% to $77.3BN. Search revenue grew by 19.1% to $60.4BN. YouTube… April 30, 2026
Meta Q1 2026 earnings: 33% ad revenue growth, MCP support for ad buying agents Meta released its Q1 2026 earnings results yesterday: Advertising revenue increased by 32.9% on a year-over-year basis, to $55.0BN; Impressions served across the… April 30, 2026
What is Meta’s China exposure? Following the announcement yesterday that China’s National Development and Reform Commission (NDRC) has ordered Meta to reverse its acquisition of… April 28, 2026
Meta’s AI pixel and the vanishing ad-product divide Last week, Meta introduced automation updates to its two keystone data ingestion features for advertisers: its pixel and its Conversions… April 23, 2026
Search is the wrong mental model for chatbot advertising The Wall Street Journal reports that eMarketer, an analytics firm, estimates that Meta will overtake Google in 2026 in terms… April 14, 2026
Podcast: Google navigates the AI advertising era (with Dan Taylor) https://www.youtube.com/watch?v=TmOsXQyxB2U On this week's episode of the podcast, I am joined by Dan Taylor, the Vice President of Global Ads… April 14, 2026
Contextualizing Meta’s Muse Spark Meta unveiled its long-awaited new foundational model, which it calls Muse Spark, last week. From its blog post introducing the… April 13, 2026
How can ChatGPT reach $100BN in advertising revenue? Citing fundraising documents, both The Information and Axios report that OpenAI expects to reach $100BN in advertising revenue by 2030.… April 10, 2026
