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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

2024 predictions for mobile marketing

I have published year-ahead prediction posts, for both the mobile gaming market and the practice of mobile marketing, since 2013.…

January 3, 2024