Original Content

Netflix Q2 earnings: password-crackdown subscriber bump, revenue miss and ARPU decline

Netflix announced its Q2 2023 earnings results yesterday: $8.2BN in revenue (up 2.7%, year-over-year) and operating profit of $1.8B for…

Generative AI for ad creative: five value milestones

Generative AI's application to advertising creative production is obvious -- perhaps the most glaringly fitting use case for that technology.…

Norway’s privacy regulator temporarily bans Meta’s behavioral advertising

The Norwegian Data Protection Authority (DPA) today issued Meta with a temporary ban on behaviorally-targeted advertising. From its press release…

What is brand marketing?

Brand marketing, as a commercial initiative, can be easily misconceived. I've written extensively about brand marketing, but mostly in comparison…

Meta’s firehose (or: the wrong lesson from Threads’ 100MM users)

Threads, Meta's new text-based social media app, reached 100MM registrations today, just five days after being officially made available. While…

Can Meta’s Threads app reach 100MM DAU this quarter?

I built a simple model to project DAU for Meta's new Threads app. Like all models, it is a work…

Meta’s Twitter competitor: can this time be different?

Given its track record, can Meta launch and scale a new app to meaningful commercial traction? Operating services at scale…

Meta to launch direct-to-install ads for Android. Will they work?

The Verge reports that Meta will launch a direct-to-install app advertising product for Android under the auspices of the EU's…

The bull and bear cases for mobile gaming

Mobile gaming exists in a state of transformative change. As I point out in Mapping the post-ATT future of mobile…

Netflix’s password-sharing crackdown calculus

Is Netflix's password crackdown a cynical cash grab? Surely it is -- and to the same extent as any revenue-accretive…