Paid Content

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

Unpacking Reddit’s $1BN advertising business

Reddit, the link-based social network, went public in March 2024, nearly 19 years after being founded. As Reddit disclosed in…

October 30, 2024

Snap Q3 2024 earnings: continued strength in DR

Snap released its Q3 2024 earnings results yesterday: Revenue of $1.373BN grew by 15% year-over-year; Global ARPU of $3.10 grew by 6%. ARPU grew…

October 30, 2024

Google’s gambit

The structural integrity of Google's Search business is currently being strained by four explicit factors: The growth of consumer-facing generative…

October 23, 2024

Netflix Q3 2024 earnings: revenue beat but ad-tier growth flat

Netflix reported its Q3 2024 earnings results last Thursday: $9.825BN in revenue (up 15%, year-over-year) and operating profit of $2.9BN for an…

October 21, 2024

Unpacking Uber’s $1BN advertising business

Uber, the ride-hailing and transportation company, officially launched an advertising division -- as well as a new, in-app advertising format…

October 16, 2024

How vulnerable is Google on Search?

The Wall Street Journal reports that Google may see its share of the search advertising market drop below 50% in…

October 9, 2024

Epic v. Google remedies and Google’s commission calculus

The judge in the Epic v. Google case issued an injunction yesterday that imposes several obligations on Google, which was…

October 8, 2024

Understanding Adstock in marketing measurement

Marketing efforts are often classified based on a timeline of expected impact. Consider the implication of "direct response" advertising versus…

October 7, 2024