How vulnerable is Google on Search? The Wall Street Journal reports that Google may see its share of the search advertising market drop below 50% in… October 9, 2024
Podcast: Understanding the retail media landscape (with Andrew Lipsman) https://open.spotify.com/episode/1XVTU8mAo1wr9GbVLhLd9I?si=da3f84bf30224181 In this episode of the Mobile Dev Memo podcast, I speak with Andrew Lipsman, an independent analyst who covers… October 2, 2024
PayPal’s advertising business PayPal announced this week that it has hired the former head of Uber's advertising unit to lead a new PayPal… May 30, 2024
Chase and the consumer finance advertising opportunity Chase Bank is launching a retail media network called Chase Media Solutions that will allow advertisers to target its 80MM… April 12, 2024
The retail media measurement nightmare In November 2021, I articulated the Everything is an Ad Network thesis: that a more restrictive privacy environment would create… March 27, 2024
The open web is whistling past the graveyard Earlier this year, Google initiated the rollout of its long-awaited deprecation of third-party cookies in Chrome. In this introductory phase,… March 12, 2024
First-party data and the new Walled Compounds At a conceptual level, commercially valuable advertising targeting requires two assets, with the utility of each increasing in direct proportion… November 29, 2023
Is advertising the bear case for Instacart? Instacart began trading on the NASDAQ exchange yesterday. The company had filed its S-1 form with the SEC in late… September 20, 2023
Instacart is an advertising and subscription business Maplebear, Inc., the operator of the Instacart grocery shopping app, filed its S-1 form last Friday. The company intends to… August 28, 2023
Roblox has launched an ad network Last month, at the annual Cannes Lions advertising conference, Roblox announced the launch of the Roblox Partner Program, which is… July 25, 2023
