Original Content

Podcast: AdTech M&A and the business cycle (with Terence Kawaja)

https://open.spotify.com/episode/5pi7pp26yoLmxeie67ppxy?si=d6fe9862349e4bba My guest on this episode of the podcast is Terence Kawaja, the CEO and founder of LUMA Partners, a…

February 26, 2025

The attribution tax

Apple informed advertisers last year that it intended to introduce view-through attribution for Apple Search Ads in Spring 2025. This…

February 19, 2025

Podcast: The state of eCommerce in 2025 (with Rishabh Jain)

https://open.spotify.com/episode/7jbWCyFqHYb7SAhLWD0GSf?si=08d9f2ecbab74e29 My guest on this episode of the podcast is Rishabh Jain, the CEO and co-founder of FERMÀT Commerce, an…

February 19, 2025

AppLovin Q4 2024 earnings: 73% ad business growth, CTV ambitions

AppLovin released its Q4 2024 earnings yesterday: Revenue grew by 44% year-over-year to $1.4BN; Software Platform (advertising business) revenue grew by 73%…

February 13, 2025

YouTube, the CTV behemoth

Neal Mohan -- who has helmed YouTube as its CEO for the past two years, succeeding long-time Google employee Susan…

February 12, 2025

Podcast: Understanding the EU’s AI Act (with Mikołaj Barczentewicz)

https://open.spotify.com/episode/2GflhUuL8hW7WQZpbQHO8i?si=e0842ce3a2aa4001 My guest on this week's episode of the podcast is Mikołaj Barczentewicz. Mikołaj has appeared on the podcast a…

February 12, 2025

Pinterest Q4 earnings: 18% revenue growth, strong Q1 guidance

Pinterest released its Q4 2024 earnings results this week: Revenue increased by 18% year-over-year, to $1.15BN; Global MAUs increased by 11% year-over-year, to 553MM;…

February 7, 2025

Is the DMA’s singular achievement a porn app?

Hot Tub, an ad-free "adult content browser" app, was released on iOS in the EU yesterday. The app is distributed…

February 5, 2025

Snap Q4 2024 earnings: new placements, app advertising solutions bearing fruit

Snap released its Q4 2024 earnings results yesterday: Revenue of $1.56BN grew by 14% year-over-year; Global ARPU of $3.44 grew by 5%. ARPU grew…

February 5, 2025

Podcast: The intended and unintended consequences of privacy regulation (with John Lynch and JP Dube)

https://open.spotify.com/episode/28LXpUlEW03FKiZlfyP6yC?si=02005d0669b94d46 My guests on this week's episode of the podcast are John Lynch and JP Dube. John is the University…

February 5, 2025