Paid Content

Netflix Q1 2026 earnings: programmatic approaching 50% of ad revenue

Netflix reported its Q1 2026 earnings results last night: $12.2BN in revenue (up 16.2%, year-over-year); Operating profit of $4.0BN for an operating…

Search is the wrong mental model for chatbot advertising

The Wall Street Journal reports that eMarketer, an analytics firm, estimates that Meta will overtake Google in 2026 in terms…

Contextualizing Meta’s Muse Spark

Meta unveiled its long-awaited new foundational model, which it calls Muse Spark, last week. From its blog post introducing the…

The App Store discoverability squeeze

The Information, using data from Sensor Tower, reports that the number of new apps published to the iOS App Store…

RecSys and chill

I highlighted a recent paper from Netflix's research team on social media over the weekend; the paper unpacks Netflix's application…

RecSys, ad ranking, and the AI advertising opportunity

Meta published a whitepaper this week introducing its Adaptive Ranking Model, a request-centric ad ranking architecture that enables LLM-scale user…

Netflix’s YouTube opportunity, part 2

This week, Netflix announced that it will bring five episodes of Danny Go!, an "educational show, aimed at children ages…

Apple brings ads to Apple Maps

Bloomberg reports that Apple will soon bring ads to Apple Maps (emphasis mine): Apple Inc. is preparing to introduce advertising in its Maps…

AppLovin launches AI-enabled video creative generation

In a blog post last week (hat tip to the excellent TipSheet newsletter), AppLovin revealed that it has been operating…

Meta’s agentic approach to ad ranking experimentation

Last week, Meta published a blog post detailing the mechanics of its Ranking Engineer Agent (REA), which autonomously proposes hypotheses…