The Trade Desk Q4 earnings: what advertising recession? The Trade Desk reported Q4 2022 earnings today, revealing year-over-year revenue growth of 24% for the quarter (to $491MM) and… February 15, 2023
Activision Q4 earnings: How is Candy Crush growing 20% annually? Activision Blizzard, whose acquisition by Microsoft was recently called into question by the UK's Competition and Markets Authority (CMA), announced… February 9, 2023
Meta Q4 earnings: revenue down but Reels is working Meta announced Q4 2022 earnings yesterday: it beat analyst estimates on revenue, generating $32.2BN in revenue versus consensus of $31.5… February 2, 2023
Apple’s ad targeting mechanics revealed in recent French privacy case Earlier this month, Apple was fined €8MM by CNIL, the French privacy watchdog, for reading iOS device identifiers without consent… January 30, 2023
Netflix Q4 earnings: ARPU down, with no signs of an advertising recession Netflix reported Q4 earnings last week: the company outperformed expectations on subscriber growth, adding 7.66MM new subscribers compared to analyst… January 25, 2023
Declining App Store revenue growth and the bull case for mobile gaming Last week, as is customary, Apple revealed the cumulative amount of money it has paid to app developers since the… January 18, 2023
EU privacy watchdog to Meta: first-party data is off limits for ads personalization Yesterday, the Irish Data Protection Commission (DPC) announced that it had concluded two inquiries into Meta's business practices related to… January 5, 2023
The Duopoly is over (because Everything is an Ad Network) Axios reports that Google and Meta -- known in combination as the digital advertising "Duopoly" -- are expected to capture… December 21, 2022
Abandoning intuition: using Generative AI for advertising creative Of the various enterprise use cases served by Generative AI, none is perhaps more immediately actionable than advertising creative production.… December 7, 2022
Mapping the post-ATT future of mobile free-to-play gaming Back in the summer of 2020, a month after Apple unveiled its App Tracking Transparency (ATT) privacy policy at its… November 16, 2022