Original Content

Does Netflix’s Q3 earnings beat undermine tech’s macro narrative?

Netflix reported its Q3 earnings yesterday: the company beat expected revenue and subscriber growth, with its global subscriber base jumping…

October 19, 2022

Kroger and Albertsons are merging because Everything is an Ad Network

On Friday, grocery retailers Kroger and Albertsons announced that the two companies have entered into a definitive merger agreement. Kroger…

October 17, 2022

Can Netflix’s ad tier be ARPU-neutral?

Netflix revealed the eagerly-awaited details of its forthcoming advertising-supported subscription tier yesterday. The new product tier, which Netflix calls Basic…

October 14, 2022

The inevitability of widespread ad load increases

One of the ironies of increasingly stringent digital privacy controls: they might result in a consumer online experience in which…

October 12, 2022

Will SKAdNetwork 4.0 finally kill device fingerprinting?

I've written extensively about the practice of device fingerprinting, but especially its rampant and near ubiquitous use in the aftermath…

October 5, 2022

SKAdNetwork 4.0: what problems does it solve?

Apple unveiled SKAdNetwork 4.0 at WWDC in June: the next iteration of Apple's privacy-safe advertising measurement framework is scheduled to…

September 28, 2022

Spotify’s Q2 results suggest ATT outweighs macroeconomic weakness

In an interview on Stratechery last month, I made a comment that I left unsubstantiated and that a number of…

September 22, 2022

YouTube tests increased ad load as it challenges TikTok

Last week, reports surfaced that YouTube had begun exposing users on Connected TVs to sequences of up to 10 ads…

September 21, 2022

TikTok’s billion-dollar secret that wasn’t

Last week at Vox Media's Code conference, Evan Spiegel, Snap's CEO, touched upon the various pain points that currently afflict…

September 14, 2022

How can Apple build a $30BN advertising business?

Recent reporting from the FT highlights Apple's growing ambitions with its advertising business, noting the large number of open positions…

September 7, 2022