Spotify’s GLIDE: generative retrieval for podcast discovery In a recently published paper, researchers from Spotify note that while podcast listening habits exhibit continuity -- users tend to… August 14, 2026
The golden age of YouTube monetization has passed Yesterday, YouTube updated the terms of its YouTube Partner Program (YPP), increasing the engagement requirements for creators to monetize their… August 11, 2026
Meta’s Europe problem In my analysis of Meta's Q2 earnings two weeks ago, I highlighted Meta's impression economics broken out by reporting region.… August 10, 2026
AppLovin Q2 2026 earnings: a rare earnings miss AppLovin reported its Q2 2026 earnings yesterday: Advertising revenue grew by 52.8% to $1.92BN. Net income grew by 64.1% to $1.27BN, at a 65.8%… August 6, 2026
Snap Q2 2026 earnings: 9% ad revenue growth, North America DAU stabilization Snap released its Q2 2026 earnings results last night: Revenue of $1.6BN grew by 18.9% year-over-year, with advertising revenue of $1.3BN having grown… August 4, 2026
Reddit Q2 2026 earnings: 64% ad revenue growth, US DAUq sequential decline Reddit reported its Q2 2026 earnings on Thursday: Total revenue increased by 61% year-over-year to $805MM. Ad revenue increased 64% to $762… August 2, 2026
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… July 30, 2026
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… July 28, 2026
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… July 27, 2026
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… July 23, 2026
