Paid Content

Meta Q2 2026 earnings: the albatross weighs heavily

Meta released its Q2 2026 earnings results yesterday: Advertising revenue increased by 27.5% on a year-over-year basis, to $59.4BN; Impressions served across the…

OpenAI introduces conversion optimization, app install attribution, and advanced matching

OpenAI sent an email to advertising clients last week introducing a litany of new features; among them, oCPC conversion optimization…

Apple’s Foundation Models framework and inference as app infrastructure

I make the case in my overview of WWDC 2026 that the most impactful revelation was the expansion of the…

Alphabet Q2 2026 earnings: 14% ad revenue growth, 500k advertisers on AI Max

Alphabet released its Q2 2026 earnings last night: Overall advertising revenue grew by 14.4% to $81.6BN. Search revenue grew by 16.8% to $63.3BN. YouTube…

Pinterest’s UniPinRec and the benefits of unified retrieval and ranking

In May, Pinterest released a paper introducing UniPinRec, a system that unifies candidate retrieval and ranking for Pins within a…

Netflix Q2 2026 earnings: a troubling pattern of opacity

Netflix reported its Q2 2026 earnings results last week: $12.6BN in revenue (up 13.4%, year-over-year); Operating profit of $4.2BN for an operating…

DoorDash’s small-model approach to ad ranking

DoorDash published a blog post last month detailing its approach to fine-tuning a small language model (what they call a…

Netflix’s engagement problem is a personalization opportunity

Netflix is reportedly considering incorporating "live" channels and bundles into its streaming service, per the WSJ: To bolster engagement, executives…

OpenAI introduces Custom Audiences

OpenAI launched Custom Audiences for its advertising platform last week; there is no blog post formally announcing the new tool,…

Meta’s Muse moat: integration into Advantage+

Yesterday, Meta launched Muse Image, its foundation image generation model. The new model is available to consumers in Meta AI…