Paid Content

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

Humanity scale

Back in October 2023, in an interview on Ben Thompson's Stratechery podcast, I made a point about the distinction between…

January 21, 2026

2026 predictions for mobile gaming

This is the 11th year-ahead predictions post I've written for the mobile gaming category. See 2025 predictions here, and the…

January 19, 2026

Apple, Gemini, and the value of on-device AI

As reported this week, Apple and Google have officially partnered to bring Google's Gemini foundation model to various Apple Intelligence features,…

January 13, 2026

Google launches Universal Commerce Protocol, ads in AI Mode

Yesterday, at the National Retail Federation (NRF) conference, Google unveiled several new eCommerce initiatives: Universal Commerce Protocol (UCP), an open…

January 12, 2026