Netflix’s advertising pivot is complete Netflix reported Q2 2025 earnings last week: $11.1BN in revenue (up 16%, year-over-year); Operating profit of $3.8BN for an operating… July 23, 2025
Podcast: MDM Mailbag #4 (with David Barnard) https://open.spotify.com/episode/3i2isrGiYUshW1LcxBoOXq?si=592220e6b9564ee5 In this week's episode, I speak with David Barnard, a well-known independent app developer, the host of the Sub… July 23, 2025
Optimization models in digital advertising In optimizing their budgets across a portfolio of digital advertising channels, advertisers may adopt one of two strategies, depending on… July 22, 2025
Google’s Gambit, Part 3: Consumers embrace AI Mode Last week, Search Engine Land published data from January to June 2025 related to consumer conversion metrics in Google Search.… July 16, 2025
Podcast: MDM Mailbag #3 (with Thomas Petit) https://open.spotify.com/episode/2fucdTv4ZpBkacVZZgbz1S?si=d622d0d4dc17457e In this week's episode of the podcast, I speak with Thomas Petit, a well-known mobile growth consultant, for the… July 16, 2025
The retreat from social commerce Last week, TikTok owner ByteDance told staff in its Shops division that it would initiate a round of layoffs. This… July 9, 2025
Commerce at the limit https://open.spotify.com/episode/04MGDdhi11sWB0yv5NmwE7?si=84e8610d362d4218 In this episode of the podcast, I argue that the total automation of digital advertising through AI enablement presents… July 2, 2025
Estimating the impact of Meta’s reintroduction of AMM Last week, I wrote about the reinstatement of Meta's Advanced Mobile Measurement (AMM) program, which Meta discontinued in October 2021.… July 2, 2025
Apple updates EU developer terms following DMA fine Apple updated its developer terms for the EU yesterday. These new terms follow the European Commission's (EC) determination in April that Apple had… June 27, 2025
Podcast: What’s happening with DMA enforcement? (with Mikołaj Barczentewicz) https://open.spotify.com/episode/0m0WuR5SS7In4wDaRSJEfd?si=61b6540e2d3e4df3 In this episode of the Mobile Dev Memo podcast, I speak with returning guest Mikołaj Barczentewicz on the current… June 25, 2025
