Original Content

Netflix Q1 2025 earnings: revenue beat, ad tech available in the US

Netflix reported its Q1 2025 earnings results on Thursday: $10.5BN in revenue (up 13%, year-over-year); Operating profit of $3.3BN for an operating…

Digital advertising and tariffs: what can COVID explain?

There is a general consensus among economists that the COVID-19 pandemic triggered both a supply and demand shock across the…

Apple’s advertising ambitions

In a pithy update to its news feed, Apple announced two days ago that it has renamed Apple Search Ads…

Podcast: Quantifying the impact of ATT (with Daniel McCarthy)

My guest on this week's episode of the podcast is Daniel McCarthy, who is an Associate Professor of Marketing at…

How will tariffs impact digital ad spend?

Last week, following Trump's "liberation day" announcement of a new schedule of global tariffs, J.P. Morgan revised its prediction on…

Podcast: Spotify’s down-funnel advertising ambitions (with Lee Brown and Per Sandell)

https://open.spotify.com/episode/6gB8IRfjVzox5UyMKktLeU?si=f2c1dc7266414f95 In this episode of the podcast, I speak with Lee Brown, Spotify’s Global Head of Ad Business & Platform,…

ATT, antitrust, and Apple’s privacy options

France's competition authority, the Autorité de la concurrence, has determined that Apple abused its dominant market position through its App…

Podcast: The full-funnel marketing philosophy (with Alex Schultz)

https://open.spotify.com/episode/2GrVj92gdVJTFxjrQfHkaq?si=f63c84eb3c3b4832 My guest on this week's episode of the podcast is Alex Schultz, the CMO and VP of Analytics at…

Netflix’s gaming reset

Netflix's newly appointed President of Games, Alain Tascan, laid out the company's updated strategy for its gaming initiative in a…

Podcast: The evolving TV advertising ecosystem (with James Borow)

https://open.spotify.com/episode/65nJc9YIb3Bp0liZ1iSpm4?si=c43866167a4245a0 My guest on this week's episode is James Borow, the Vice President of Product and Engineering at Comcast's new…