Apple is besieged on all fronts Apple confronts a vortex of challenges at the moment. Last week, the company was found to have violated an injunction… May 7, 2025
Podcast: The power of cohort compounding (with Nilay Patel) https://open.spotify.com/episode/0iWG03UaZfb8leF5XYxC5a?si=3ee52384bf9e4efa My guest on this episode of the podcast is Nilay Patel, the head of product at Kohort, a cohort… May 7, 2025
Meta Q1 2025 earnings: tariff resiliency, auction dynamics at the fore Meta released its Q1 2025 earnings results on Wednesday: Advertising revenue increased by 16.2% on a year-over-year basis, to $41.4BN; Impressions served across… May 2, 2025
Tim Cook chose poorly Yesterday, Judge Yvonne Gonzalez Rogers, who has presided over the Epic Games v. Apple case since it was brought by Epic… May 1, 2025
Snap Q1 2025 earnings: early signs of tariff-related headwinds Snap released its Q1 2025 earnings results yesterday: Revenue of $1.363BN grew by 14% year-over-year, with advertising revenue of $1.210BN having grown by… April 30, 2025
What’s the fate of the GAID? Last week, in a blog post, Google announced that it has reversed course and will not deprecate third-party cookies in… April 30, 2025
Podcast: Advertising measurement in an uncertain economy (with Olivia Kory) https://open.spotify.com/episode/7wrdUdXLQ3bJpJmTtoHSBH?si=926235bfc6d64c52 My guest on this episode of the podcast is Olivia Kory, the Chief Strategy Officer of Haus, an advertising… April 30, 2025
Alphabet Q1 2025 earnings: AI Overviews at monetization parity with Search Alphabet reported Q1 2025 earnings on Thursday: Overall advertising revenue of $66.9BN represented year-over-year growth of 8.5%; Search revenue grew by 9.9% Y/Y… April 25, 2025
Google was the open web’s imperfect benefactor Google was determined to have maintained an illegal monopoly in its so-called "ad tech" case last week. The court found… April 23, 2025
Podcast: MDM Mailbag #1 (with Taylor Holiday) https://open.spotify.com/episode/7GVb0EHCz2O9u0fXBiEMZT?si=202088db55b6470c This week's episode of the podcast is in a new format: MDM Mailbag. I recruited Taylor Holiday, the CEO… April 23, 2025
