Meta’s Europe problem In my analysis of Meta's Q2 earnings two weeks ago, I highlighted Meta's impression economics broken out by reporting region.… August 10, 2026
AppLovin Q2 2026 earnings: a rare earnings miss AppLovin reported its Q2 2026 earnings yesterday: Advertising revenue grew by 52.8% to $1.92BN. Net income grew by 64.1% to $1.27BN, at a 65.8%… August 6, 2026
Snap Q2 2026 earnings: 9% ad revenue growth, North America DAU stabilization Snap released its Q2 2026 earnings results last night: Revenue of $1.6BN grew by 18.9% year-over-year, with advertising revenue of $1.3BN having grown… August 4, 2026
Reddit Q2 2026 earnings: 64% ad revenue growth, US DAUq sequential decline Reddit reported its Q2 2026 earnings on Thursday: Total revenue increased by 61% year-over-year to $805MM. Ad revenue increased 64% to $762… August 2, 2026
Meta Q2 2026 earnings: the albatross weighs heavily Meta released its Q2 2026 earnings results yesterday: Advertising revenue increased by 27.5% on a year-over-year basis, to $59.4BN; Impressions served across the… July 30, 2026
Podcast: Demystifying open source MMM (with Michael Kaminsky) https://www.youtube.com/watch?v=tJzzjP29f-k On this week's episode of the podcast, I am joined by Michael Kaminsky, co-founder and co-CEO of Recast. We… July 28, 2026
OpenAI introduces conversion optimization, app install attribution, and advanced matching OpenAI sent an email to advertising clients last week introducing a litany of new features; among them, oCPC conversion optimization… July 28, 2026
Alphabet Q2 2026 earnings: 14% ad revenue growth, 500k advertisers on AI Max Alphabet released its Q2 2026 earnings last night: Overall advertising revenue grew by 14.4% to $81.6BN. Search revenue grew by 16.8% to $63.3BN. YouTube… July 23, 2026
Podcast: Quantifying the impact of AI Overviews on outbound clicks (with Ananya Sen and Saharsh Agarwal) https://www.youtube.com/watch?v=iZ_1rBtK-Xc On this week's episode of the podcast, I am joined by Ananya Sen and Saharsh Agarwal to discuss their… July 21, 2026
Pinterest’s UniPinRec and the benefits of unified retrieval and ranking In May, Pinterest released a paper introducing UniPinRec, a system that unifies candidate retrieval and ranking for Pins within a… July 21, 2026
