AppLovin Q4 2025 earnings: understanding AppLovin’s risks AppLovin reported its Q4 2025 earnings last night: Advertising revenue grew by 65.9% to $1.7BN. Net income grew by 84.0% to $1.1BN, at 66.5%… February 12, 2026
Why is TikTok doubling down on social commerce? Last month, TikTok announced that it would no longer allow its US TikTok Shop retailers to ship their products directly;… February 10, 2026
Snap Q4 2025 earnings: 5% advertising revenue growth, 71% subscriber growth Snap announced its Q4 2025 earnings results last week: Revenue of $1.7BN grew by 10.2% year-over-year, with advertising revenue of $1.5BN having… February 9, 2026
Reddit Q4 2025 earnings: 75% ad revenue growth, SMB revenue doubles Reddit reported its Q4 2025 earnings last night: Total revenue increased by 70% year-over-year to $726MM. Ad revenue increased 75% to $690… February 6, 2026
Alphabet Q4 2025 earnings: AI Overviews queries double since launch, Gemini app at 750MM MAU Alphabet released its Q4 2025 earnings last night: Overall advertising revenue grew by 13.6% to $82.3BN. Search revenue grew by 16.7% to $63.1BN. YouTube… February 5, 2026
Amazon-OpenAI: advertising, not agentic commerce Amazon CEO Andy Jassy participated in an interview with The Information's Jessica Lessin at Davos two weeks ago in which… February 3, 2026
World models, interactive entertainment, and the primacy of structure in game design (I shared these thoughts on X over the weekend. I'm re-posting a lightly-edited version for Mobile Dev Memo subscribers as… February 2, 2026
Meta Q4 2025 earnings: 18% engagement-led impression growth, focus on AI-driven advertising efficiency Meta released its Q4 2025 earnings results yesterday: Advertising revenue increased by 24.3% on a year-over-year basis, to $58.1BN; Impressions served across the… January 29, 2026
Can Meta recover leadership in mobile games advertising? One of my predictions for mobile gaming in 2026, published earlier this month, is that "Meta aggressively pursues growth in… January 27, 2026
Netflix Q4 2025 earnings: ad revenue grew 2.5x in 2025 to $1.5BN Netflix reported its Q4 2025 earnings results on Tuesday: $12.050BN in revenue (up 18%, year-over-year); Operating profit of $2.597BN for an operating… January 22, 2026
