Paid Content

AppLovin Q1 2026 earnings: 59% ad revenue growth, the hybrid monetization opportunity for games

AppLovin reported its Q1 2026 earnings yesterday: Advertising revenue grew by 59.0% to $1.84BN. Net income grew by 66.5% to $1.21BN, at 65.4% margin.…

ChatGPT launches a CAPI, a pixel, and self-serve

OpenAI announced changes to its advertising platform today, including a conversions API (CAPI) and a pixel to support conversion measurement,…

Amazon, Rufus, and the agentic commerce question

Amazon released its Q1 2026 earnings last week: the company generated advertising revenue of $17.2BN, up 22% year-over-year. That puts…

Reddit Q1 2026 earnings: 74% ad revenue growth, 75% growth in advertiser count

Reddit reported its Q1 2026 earnings last week: Total revenue increased by 69% year-over-year to $663.4MM. Ad revenue increased 74% to $625…

Alphabet Q1 2026 earnings: Search revenue up 19%, Search queries at all-time high

Alphabet released its Q1 2026 earnings last night: Overall advertising revenue grew by 15.5% to $77.3BN. Search revenue grew by 19.1% to $60.4BN. YouTube…

Meta Q1 2026 earnings: 33% ad revenue growth, MCP support for ad buying agents

Meta released its Q1 2026 earnings results yesterday: Advertising revenue increased by 32.9% on a year-over-year basis, to $55.0BN; Impressions served across the…

What is Meta’s China exposure?

Following the announcement yesterday that China’s National Development and Reform Commission (NDRC) has ordered Meta to reverse its acquisition of…

China orders Meta to reverse its acquisition of Manus

China’s National Development and Reform Commission (NDRC) today ordered Meta to reverse and abandon its acquisition of Manus, an AI…

Meta’s AI pixel and the vanishing ad-product divide

Last week, Meta introduced automation updates to its two keystone data ingestion features for advertisers: its pixel and its Conversions…

What does Apple’s new CEO mean for the App Store?

Apple announced yesterday that on September 1st, its CEO, Tim Cook, will become the executive chairman of the company's board,…