Paid Content

Netflix’s ad-supported tier is ARPU dilutive. Enter proprietary ad tech.

Netflix made three substantive announcements at its upfront event yesterday: The company's ad-supported tier, Standard with Ads, has reached 40MM…

Microsoft’s alternative app store that isn’t

Microsoft announced at the Bloomberg Technology Summit last week that it will launch a web-based store for mobile gaming consumables…

Meta Shops, Shop Ads, and platform AI advantages

Meta unveiled new generative AI tools for creative production at a press event yesterday, including the ability for advertisers to…

Pinterest Q1 2024 earnings: 23% revenue growth, third-party demand traction

Pinterest released its Q1 2024 earnings results this week: Revenue increased by 23% year-over-year, to $740MM, exceeding analyst expectations of $700MM; Global MAUs…

Google’s Network business is vestigial

Alphabet reported earnings for Q1 2024 last week. The company saw overall advertising revenue increase by 13% year over year…

Snap Q1 2024 earnings: 21% revenue growth, rapid CAPI adoption

Snap released its Q1 2024 earnings results yesterday: Revenue of $1.2BN represents 20.8% growth on a year-over-year basis. This compares to Q4…

Meta Q1 2024 earnings: ad revenue up 27%, weak Q2 guidance

Meta released its Q1 2024 earnings results yesterday: Advertising revenue increased by 27% on a year-over-year basis, to $35.6BN; Daily Active People across…

Everything is an ad network. Attention is finite.

The Financial Times reports that Revolut, the neobank and fintech company, is planning to launch an advertising platform (emphasis mine):…

Netflix Q1 2024 earnings: the end of subscriber and ARPU metrics

Netflix released its Q1 2024 earnings results last Thursday, beating analyst estimates on subscriber and revenue growth: $9.37BN in revenue (up 19.3%, year-over-year) and…

Mobile gaming’s haves and have-nots

Last month, the CEO of Scopely, the developer behind the mobile game MONOPOLY GO!, revealed performance metrics for the title…