TikTok’s billion-dollar secret that wasn’t Last week at Vox Media's Code conference, Evan Spiegel, Snap's CEO, touched upon the various pain points that currently afflict… September 14, 2022
How can Apple build a $30BN advertising business? Recent reporting from the FT highlights Apple's growing ambitions with its advertising business, noting the large number of open positions… September 7, 2022
Ads in streaming, differential pricing, and the pursuit of ARPU Price discrimination, sometimes called differential pricing, is the practice of setting the price of substantially similar goods or services at… August 24, 2022
Unrequited Lovin On Monday, Unity announced that its board has voted to reject the unsolicited merger proposal made by AppLovin a week… August 17, 2022
AppLovin offers to merge with Unity: it’s musical chairs on mobile This morning, AppLovin announced that it has made a non-binding proposal to merge with Unity. Some headline details from the… August 9, 2022
Why are Unity and ironSource merging? Today, Unity and ironSource announced that they will merge. Some highlights from the deal: ironSource is being valued at $4.4BN… July 13, 2022
Unpacking Meta’s pivot to an open graph and short-form video TikTok is, demonstrably, Meta's most immediate competitive threat. In the company's Q4 2021 earnings call, Meta CEO Mark Zuckerberg mentions… July 8, 2022
The DMA and the Content Fortress-ification of the app economy Yesterday, the European Parliament approved the Digital Markets Act (DMA) and the Digital Services Act (DSA), two pieces of sister… July 6, 2022
Microsoft’s Xbox advertising ambitions Last week, Insider reported that Microsoft is in the exploratory stages of establishing an advertising platform for its Xbox console.… April 18, 2022
Will Facebook Audience Network take on the mobile ad networks? Back in August 2020, a few months after Apple revealed the App Tracking Transparency (ATT) privacy framework at its WWDC… April 11, 2022