Digital Advertising, Demand Routing, and the Millionaires’ Mall The digital advertising market is often depicted as being driven by relative, not absolute, advantage and performance. This conceptual framing… February 14, 2024
Pinterest Q4 2023 earnings: miss on revenue, demand integration with Google Pinterest released its Q4 2023 earnings results last week: Revenue increased by 12% on a year-over-year basis, to $981MM, falling short of analyst… February 13, 2024
Snap Q4 2023 earnings: structural and situational challenges Snap released its Q4 2023 earnings results last week: Revenue of $1.4BN represents 4.7% growth on a year-over-year basis. This compares to… February 12, 2024
Meta’s turnaround, and the opportunity and risks ahead Meta is a vastly different company at the onset of 2024 than it was at the onset of 2023. The… February 7, 2024
Meta Q4 2023 earnings: average revenue per impression flips to positive Meta released its Q4 2023 earnings results yesterday: Advertising revenue increased by nearly 24% on a year-over-year basis, to $38.7BN. Note that Meta's… February 2, 2024
The Advertiser’s Dilemma with PMax and Advantage+ Google's Performance Max (PMax) and Meta's Advantage+ tools are designed to allow advertisers to automate campaign optimization tasks without human… January 31, 2024
Netflix Q4 2023 earnings: UCAN ARPU increase, revenue and subscriber beat Netflix announced its Q4 2023 earnings results yesterday, beating estimates on both subscriber and revenue growth: $8.83BN in revenue (up 12.5%, year-over-year)… January 24, 2024
Apple’s problematic 7-day app-to-web attribution window Ben Thompson makes an astute observation in his coverage of Apple's new rules around app-to-web purchases in the US following… January 24, 2024
Cookie deprecation in Chrome: who is impacted? Google began restricting third-party cookies for 1% of Chrome users on January 4th and intends to deprecate cookies for all… January 17, 2024
2024 predictions for mobile gaming 2024 is the ninth year for which I am publishing predictions about the mobile gaming market: for previous editions, see… January 10, 2024
