Paid Content

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,…

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…