The black box inside the black box Google announced yesterday that its Generative AI tools are now available to be used to create "headlines, descriptions, and images"… November 8, 2023
Apple and Google race to attribute the internet As mobile platform operators, both Apple and Google command significant control over the internet economy. This control is often expressed… November 1, 2023
Pinterest Q3 2023 earnings: revenue up 11%, continued ad platform progress Pinterest released its Q3 2023 earnings results yesterday: Revenue increased by 11% on a year-over-year basis, to $763.2MM, exceeding analyst expectations of $743.5MM;… October 31, 2023
Meta, subscriptions, and the EU’s Privacy Gordian Knot Meta announced today that it will introduce an ad-free subscription in the EU, EEA, and Switzerland regions next month. From… October 30, 2023
Meta Q3 2023 earnings: 24% advertising revenue growth, 7% engagement increase Meta released its Q3 2023 earnings results yesterday: Advertising revenue increased by nearly 24% on a year-over-year basis, to $33.6BN; ARPU increased in… October 26, 2023
Alphabet Q3 2023 earnings: YouTube revenue up by 12% Alphabet announced its Q3 2023 earnings results yesterday: Overall advertising revenue of $59.6BN represents year-over-year growth of 9.5%; Search revenue grew by… October 25, 2023
Meta’s AEM update and the disappearing IP address Meta announced in May that it would be implementing changes to its Aggregated Event Measurement (AEM) framework, which the company… October 25, 2023
Snap Q3 2023 earnings: revenue beat, ad stack improvements yielding fruit Snap released its Q3 2023 earnings results yesterday: Revenue of $1.19BN represents 5.4% growth on a year-over-year basis and 11.3% sequentially. This… October 25, 2023
Netflix Q3 2023 earnings: subscriber beat, new ad formats, yet another price hike Netflix announced its Q3 2023 earnings results yesterday: $8.5BN in revenue (up 7.8%, year-over-year) and operating profit of $1.9BN for an operating… October 19, 2023
Can Disney be a gaming company again? Bloomberg reports that Disney may be considering a return to the games publishing business, possibly through a major acquisition. From… October 18, 2023
