Spotify, Roblox, and the conditions for a walled garden Spotify revealed a noteworthy data point on its Q1 2026 earnings call two weeks ago: the company's advertising platform, which… May 11, 2026
AppLovin Q1 2026 earnings: 59% ad revenue growth, the hybrid monetization opportunity for games AppLovin reported its Q1 2026 earnings yesterday: Advertising revenue grew by 59.0% to $1.84BN. Net income grew by 66.5% to $1.21BN, at 65.4% margin.… May 7, 2026
ChatGPT launches a CAPI, a pixel, and self-serve OpenAI announced changes to its advertising platform today, including a conversions API (CAPI) and a pixel to support conversion measurement,… May 5, 2026
Amazon, Rufus, and the agentic commerce question Amazon released its Q1 2026 earnings last week: the company generated advertising revenue of $17.2BN, up 22% year-over-year. That puts… May 4, 2026
Reddit Q1 2026 earnings: 74% ad revenue growth, 75% growth in advertiser count Reddit reported its Q1 2026 earnings last week: Total revenue increased by 69% year-over-year to $663.4MM. Ad revenue increased 74% to $625… May 3, 2026
Alphabet Q1 2026 earnings: Search revenue up 19%, Search queries at all-time high Alphabet released its Q1 2026 earnings last night: Overall advertising revenue grew by 15.5% to $77.3BN. Search revenue grew by 19.1% to $60.4BN. YouTube… April 30, 2026
Meta Q1 2026 earnings: 33% ad revenue growth, MCP support for ad buying agents Meta released its Q1 2026 earnings results yesterday: Advertising revenue increased by 32.9% on a year-over-year basis, to $55.0BN; Impressions served across the… April 30, 2026
What is Meta’s China exposure? Following the announcement yesterday that China’s National Development and Reform Commission (NDRC) has ordered Meta to reverse its acquisition of… April 28, 2026
China orders Meta to reverse its acquisition of Manus China’s National Development and Reform Commission (NDRC) today ordered Meta to reverse and abandon its acquisition of Manus, an AI… April 27, 2026
Meta’s AI pixel and the vanishing ad-product divide Last week, Meta introduced automation updates to its two keystone data ingestion features for advertisers: its pixel and its Conversions… April 23, 2026
