Original Content

Digital Advertising, Demand Routing, and the Millionaires’ Mall

The digital advertising market is often depicted as being driven by relative, not absolute, advantage and performance. This conceptual framing…

February 14, 2024

Podcast: The privacy benefits of on-device processing (with Dieter Rappold and Felix Krause)

https://open.spotify.com/episode/0llSe8oeoJB8pVs4Ptm3od?si=3484120647614478 My guests on this episode of the Mobile Dev Memo podcast are ⁠Dieter Rappold⁠ and ⁠Felix Krause⁠, the founders…

February 14, 2024

Pinterest Q4 2023 earnings: miss on revenue, demand integration with Google

Pinterest released its Q4 2023 earnings results last week: Revenue increased by 12% on a year-over-year basis, to $981MM, falling short of analyst…

February 13, 2024

Snap Q4 2023 earnings: structural and situational challenges

Snap released its Q4 2023 earnings results last week: Revenue of $1.4BN represents 4.7% growth on a year-over-year basis. This compares to…

February 12, 2024

Meta’s turnaround, and the opportunity and risks ahead

Meta is a vastly different company at the onset of 2024 than it was at the onset of 2023. The…

February 7, 2024

Podcast: Unpacking Apple’s App Store payments changes (with David Barnard)

My guest on this episode of the Mobile Dev Memo podcast is ⁠David Barnard⁠, who is the Growth Advocate at…

February 7, 2024

Meta Q4 2023 earnings: average revenue per impression flips to positive

Meta released its Q4 2023 earnings results yesterday: Advertising revenue increased by nearly 24% on a year-over-year basis, to $38.7BN. Note that Meta's…

February 2, 2024

The Advertiser’s Dilemma with PMax and Advantage+

Google's Performance Max (PMax) and Meta's Advantage+ tools are designed to allow advertisers to automate campaign optimization tasks without human…

January 31, 2024

Netflix, price discrimination, and the Goldilocks zone

Hiroo Onoda was an intelligence officer in the Japanese Imperial Army stationed in the Philippines during World War 2. Onodo…

January 31, 2024

Podcast: Gaming’s Generative AI opportunity (with Emmanuel de Maistre)

https://open.spotify.com/episode/6X4GvxVsPcUaXl3uG46sLm?si=d77c04a2100345c3 My guest on today's episode is Emmanuel de Maistre, the founder and CEO of Scenario, a generative AI platform…

January 31, 2024