OpenAI’s advertising opportunity The Financial Times reports that OpenAI is exploring advertising as a potential new source of revenue (emphasis mine): OpenAI is… December 3, 2024
Common sense and complexity in marketing measurement The notion that last-click attribution is unacceptable for marketing measurement has become something of accepted consensus within the direct response… December 2, 2024
Unpacking Instacart’s $1BN advertising business Maplebear, Inc., which operates the grocery shopping app Instacart, went public in September 2023. The event marked the end of… November 27, 2024
Podcast: Changing attitudes on marketing measurement (with Maor Sadra) https://open.spotify.com/episode/65g9fvUW1KOMrE7PmwDCOp?si=07d2b8c148d14c54 In this episode of the Mobile Dev Memo podcast, I speak to returning guest Maor Sadra, the CEO of… November 27, 2024
Netflix and Disney+ advertising, two years in This month marks the second anniversary of the launch of Netflix's advertising-supported streaming tier. Last week, the company revealed that… November 20, 2024
Podcast: The mobile gaming fundraising market (with Annina Salvén) https://open.spotify.com/episode/1EDcvwlsxjGXnK3G3lyLxF?si=5e31ee3861104101 My guest on this week's episode of the podcast is Annina Salvén, the COO of BIT ODD, a Helsinki-based… November 20, 2024
Less personalized ads Meta has once again adjusted the business model of its apps in the EU. The company announced yesterday that it… November 13, 2024
Podcast: Understanding AppLovin https://open.spotify.com/episode/3NIDL5seK8L1YAD8cQHkqW?si=0f31e28f1e1c4312 In this episode, I present a long-form analysis of AppLovin's business and its significant recent growth. But understanding AppLovin… November 13, 2024
Pinterest Q3 2024 earnings: weak Q4 guidance, scaling AI tools Pinterest released its Q3 2024 earnings results this week: Revenue increased by 18% year-over-year, to $898MM; Global MAUs increased by 11% year-over-year, to 537MM;… November 11, 2024
AppLovin Q3 2024 earnings: 66% ad business growth, eCommerce scaling AppLovin released its Q3 2024 earnings yesterday: Revenue grew by 39% year-over-year to $1.2BN; Software Platform (advertising business) revenue grew… November 7, 2024
