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
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
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) In this episode of the Mobile Dev Memo podcast, I speak with Andrew Lipsman, an independent analyst who covers the… 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