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… May 1, 2024
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… April 26, 2024
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… April 25, 2024
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):… April 24, 2024
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… April 22, 2024
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… April 17, 2024
Apple’s privacy “nuclear option” Since Apple revealed its App Tracking Transparency (ATT) privacy policy at WWDC in 2020, speculation around any new privacy initiatives… April 10, 2024
Using cohort ages for product optimization It's tempting to view a product's user base as a monolith, naturally leading to the circulation of DAU graphs within… April 4, 2024
The big economy of small advertisers In July 2020, more than 1,000 advertisers joined a boycott of Facebook's advertising platform organized by a group of civil… April 3, 2024
The retail media measurement nightmare In November 2021, I articulated the Everything is an Ad Network thesis: that a more restrictive privacy environment would create… March 27, 2024
