Brand strategy in an information war Meta, Snap, and Pinterest each offered commentary on the impact on their businesses of the current tumult in the Middle… November 14, 2023
AppLovin Q3 2023 earnings: ad platform revenue up 65% AppLovin released its Q3 2023 earnings yesterday: AppLovin generated $864MM in total revenue for the quarter, up 21% on a… November 9, 2023
The black box inside the black box Google announced yesterday that its Generative AI tools are now available to be used to create "headlines, descriptions, and images"… November 8, 2023
Apple and Google race to attribute the internet As mobile platform operators, both Apple and Google command significant control over the internet economy. This control is often expressed… November 1, 2023
Pinterest Q3 2023 earnings: revenue up 11%, continued ad platform progress Pinterest released its Q3 2023 earnings results yesterday: Revenue increased by 11% on a year-over-year basis, to $763.2MM, exceeding analyst expectations of $743.5MM;… October 31, 2023
Alphabet Q3 2023 earnings: YouTube revenue up by 12% Alphabet announced its Q3 2023 earnings results yesterday: Overall advertising revenue of $59.6BN represents year-over-year growth of 9.5%; Search revenue grew by… October 25, 2023
Meta’s AEM update and the disappearing IP address Meta announced in May that it would be implementing changes to its Aggregated Event Measurement (AEM) framework, which the company… October 25, 2023
Snap Q3 2023 earnings: revenue beat, ad stack improvements yielding fruit Snap released its Q3 2023 earnings results yesterday: Revenue of $1.19BN represents 5.4% growth on a year-over-year basis and 11.3% sequentially. This… October 25, 2023
Netflix Q3 2023 earnings: subscriber beat, new ad formats, yet another price hike Netflix announced its Q3 2023 earnings results yesterday: $8.5BN in revenue (up 7.8%, year-over-year) and operating profit of $1.9BN for an operating… October 19, 2023
Can Disney be a gaming company again? Bloomberg reports that Disney may be considering a return to the games publishing business, possibly through a major acquisition. From… October 18, 2023
