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Everything is an Ad Network

Netflix Q2 earnings: password-crackdown subscriber bump, revenue miss and ARPU decline

Netflix announced its Q2 2023 earnings results yesterday: $8.2BN in revenue (up 2.7%, year-over-year) and operating profit of $1.8B for…
July 20, 2023

Unpacking Amazon’s potential foray into ad-supported streaming with Prime Video

The WSJ reported yesterday that Amazon is considering introducing an ad-supported subscription tier for its Prime Video streaming service. From…
June 8, 2023

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Recent podcasts

  1. Podcast: Quantifying the impact of AI Overviews on outbound clicks (with Ananya Sen and Saharsh Agarwal) July 21, 2026
  2. Podcast: Understanding rewarded user acquisition (with Tricia Han and Sampsa Jaatinen) July 15, 2026
  3. Podcast: Building ad tech for the chatbot era (with Tal Shoham) July 8, 2026
  4. The Prosperous Society July 4, 2026
  5. Podcast: Quantifying the advertising value of cookies (with Garrett Johnson and Shunto Kobayashi) June 30, 2026

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Resources

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  2. Theseus Python Library
  3. F2P Excel Revenue Model
  4. Mobile User Acquisition 101
  5. Freemium Codex
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