OpenAI’s advertising opportunity The Financial Times reports that OpenAI is exploring advertising as a potential new source of revenue (emphasis mine): OpenAI is… December 3, 2024
Common sense and complexity in marketing measurement The notion that last-click attribution is unacceptable for marketing measurement has become something of accepted consensus within the direct response… December 2, 2024
Unpacking Instacart’s $1BN advertising business Maplebear, Inc., which operates the grocery shopping app Instacart, went public in September 2023. The event marked the end of… November 27, 2024
Netflix and Disney+ advertising, two years in This month marks the second anniversary of the launch of Netflix's advertising-supported streaming tier. Last week, the company revealed that… November 20, 2024
Less personalized ads Meta has once again adjusted the business model of its apps in the EU. The company announced yesterday that it… November 13, 2024
Pinterest Q3 2024 earnings: weak Q4 guidance, scaling AI tools Pinterest released its Q3 2024 earnings results this week: Revenue increased by 18% year-over-year, to $898MM; Global MAUs increased by 11% year-over-year, to 537MM;… November 11, 2024
AppLovin Q3 2024 earnings: 66% ad business growth, eCommerce scaling AppLovin released its Q3 2024 earnings yesterday: Revenue grew by 39% year-over-year to $1.2BN; Software Platform (advertising business) revenue grew… November 7, 2024
Small platform syndrome The Everything is an Ad Network dynamic, and the increasingly restrictive digital privacy environment that catalyzed it has led to… November 6, 2024
Meta Q3 2024 earnings: 19% revenue growth, price per ad mostly flat Meta released its Q3 2024 earnings results yesterday: Advertising revenue increased by 18.5% on a year-over-year basis, to $39.9BN; Impressions served across the… October 31, 2024
Alphabet Q3 2024 earnings: AI overviews at 1BN MAU, monetization parity with Search Alphabet reported Q3 2024 earnings on Tuesday: Overall advertising revenue of $65.9BN represented year-over-year growth of 10.4%; Search revenue grew by 12.2% Y/Y… October 31, 2024
