Google updates Google Play billing policy (and settles with Epic) Google today announced a set of policy changes to Google Play (and the broader Android ecosystem) in a blog post… March 4, 2026
Can LLMs be used for ad ranking? One interesting quirk about the ML research being conducted at the largest technology companies is how open much of it… March 3, 2026
AI Tracking Transparency On November 13th, 2025, Apple updated its App Store developer guidelines -- specifically, guideline 5.1.2 (i) -- to require developers… February 24, 2026
What is Meta’s GEM? In a blog post published in March 2025, ahead of the company's Q1 2025 earnings release in May, Meta highlighted… February 18, 2026
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
