Distribution and the human attention premium Evan Spiegel, Snap's CEO, appeared on TBPN yesterday (see my recent appearance from last month here). In his interview, he… February 19, 2026
What is Meta’s GEM? In a blog post published in March 2025, ahead of the company's Q1 2025 earnings release in May, Meta highlighted… February 18, 2026
Podcast: MDM Mailbag #7 (with Matej Lancaric) https://open.spotify.com/episode/0x05AKXiF8xlt9OnDRtBV4?si=e69c8ae30cdb4dd0 In the latest installment of the MDM Mailbag series, I speak with Matej Lancaric, a well-known mobile gaming user… February 17, 2026
AppLovin Q4 2025 earnings: understanding AppLovin’s risks AppLovin reported its Q4 2025 earnings last night: Advertising revenue grew by 65.9% to $1.7BN. Net income grew by 84.0% to $1.1BN, at 66.5%… February 12, 2026
Podcast: Measuring the long-term effects of brand advertising (with Carl Mela and Ross Link) https://open.spotify.com/episode/7csvSLPWOEGwDShpEVtWTu?si=d5ba7cdda0704d6c In this episode of the podcast, I discuss the long-term effects of brand advertising with Carl Mela and Ross… February 10, 2026
Why is TikTok doubling down on social commerce? Last month, TikTok announced that it would no longer allow its US TikTok Shop retailers to ship their products directly;… February 10, 2026
Snap Q4 2025 earnings: 5% advertising revenue growth, 71% subscriber growth Snap announced its Q4 2025 earnings results last week: Revenue of $1.7BN grew by 10.2% year-over-year, with advertising revenue of $1.5BN having… February 9, 2026
Reddit Q4 2025 earnings: 75% ad revenue growth, SMB revenue doubles Reddit reported its Q4 2025 earnings last night: Total revenue increased by 70% year-over-year to $726MM. Ad revenue increased 75% to $690… February 6, 2026
Alphabet Q4 2025 earnings: AI Overviews queries double since launch, Gemini app at 750MM MAU Alphabet released its Q4 2025 earnings last night: Overall advertising revenue grew by 13.6% to $82.3BN. Search revenue grew by 16.7% to $63.1BN. YouTube… February 5, 2026
Podcast: Ads in ChatGPT (with Rishabh Jain) https://open.spotify.com/episode/7a1DtNqSncQLyknOMP8stb?si=02dddf9c6e99452f My guest on this week's episode of the podcast is Rishabh Jain, the CEO and co-founder of FERMÀT Commerce, an… February 3, 2026
