Activision Q4 earnings: How is Candy Crush growing 20% annually? Activision Blizzard, whose acquisition by Microsoft was recently called into question by the UK's Competition and Markets Authority (CMA), announced… February 9, 2023
AppLovin Q4 earnings: revenue beat, high MAX adoption AppLovin reported Q4 2022 earnings yesterday: the company delivered revenue of $702MM in the quarter, which represents an 11% decline… February 9, 2023
Meta Q4 earnings: revenue down but Reels is working Meta announced Q4 2022 earnings yesterday: it beat analyst estimates on revenue, generating $32.2BN in revenue versus consensus of $31.5… February 2, 2023
Snap Q4 earnings: confirmation and clarity Snap announced its Q4 2022 earnings yesterday: the company reported revenue of $1.3BN, below consensus analyst estimates of $1.31BN and… February 1, 2023
Apple’s ad targeting mechanics revealed in recent French privacy case Earlier this month, Apple was fined €8MM by CNIL, the French privacy watchdog, for reading iOS device identifiers without consent… January 30, 2023
Netflix Q4 earnings: ARPU down, with no signs of an advertising recession Netflix reported Q4 earnings last week: the company outperformed expectations on subscriber growth, adding 7.66MM new subscribers compared to analyst… January 25, 2023
Declining App Store revenue growth and the bull case for mobile gaming Last week, as is customary, Apple revealed the cumulative amount of money it has paid to app developers since the… January 18, 2023
The App Tracking Transparency recession My Federal Reserve driver, Mr. Peña, provided the conclusive evidence of victory. On the way to speak at a big… January 11, 2023
The best of MDM in 2022 The ZIRP-empowered bull market in the broader technology space expressed its zenith and inevitable diminution, temporary or otherwise, in 2022.… December 28, 2022
The Duopoly is over (because Everything is an Ad Network) Axios reports that Google and Meta -- known in combination as the digital advertising "Duopoly" -- are expected to capture… December 21, 2022