Paid Content

Google’s Gambit, Part 4: The end of Static Search

Google announced a major overhaul to Search at its Google I/O developer event yesterday. From a blog post titled A…

Amazon’s advertising advantages

Amazon's advertising advantages have always been somewhat obvious: as a retail platform, and through its Prime subscription, it benefits from…

Components of AI-enabled advertising

AI is being applied to digital advertising in so many disparate and meaningful ways that the concept has been diluted…

Spotify, Roblox, and the conditions for a walled garden

Spotify revealed a noteworthy data point on its Q1 2026 earnings call two weeks ago: the company's advertising platform, which…

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…