Netflix’s YouTube opportunity Back in February, when YouTube's CEO, Neal Mohan, revealed in his annual letter to the YouTube community that television had… September 10, 2025
Reddit is double-dipping Reddit reported its Q2 2025 earnings last month: Total revenue increased 78% year-over-year to $500MM, with ad revenue increasing by… August 20, 2025
Pinterest Q2 2025 earnings: 17% revenue growth, monetization acceleration in Europe Pinterest released its Q2 2025 earnings results last week: Revenue increased by 17% year-over-year, to $998MM; Global MAUs increased by 11% year-over-year, to 578MM;… August 13, 2025
How AI efficiency could shape ad load In Commerce at the Limit, I argue that the improved efficiency delivered through applications of AI to digital advertising may… August 13, 2025
Snap Q2 2025 earnings: eCPM decline, DR revenue slowdown Snap released its Q2 2025 earnings last week: Revenue of $1.345BN grew by 9% year-over-year, with advertising revenue of $1.174BN having grown by… August 11, 2025
AppLovin Q2 2025 earnings: ad revenue up 77%, general self-serve in 2026 AppLovin reported its Q2 2025 earnings yesterday: Advertising (formerly, Software Platform) revenue grew by 77% to $1.26BN. AppLovin's divestiture of its games… August 7, 2025
AI is not the Metaverse A pervasive narrative frames large-scale investments in AI by the behemoths of digital advertising as speculative, long-term bets with potential… August 6, 2025
Meta Q2 2025 earnings: 21% ad revenue growth, AI infrastructure improvements Meta released its Q2 2025 earnings results yesterday: Advertising revenue increased by 21.5% on a year-over-year basis, to $46.6BN; Impressions served across the… July 31, 2025
Tea app and the App Store privacy illusion Last week, users on the 4Chan forum discovered that user data for Tea Dating Advice, an app that reached a… July 30, 2025
Alphabet Q2 2025 earnings: 10% growth in AI Overviews queries Alphabet reported its Q2 2025 earnings this week: Overall advertising revenue of $71.3BN represented year-over-year growth of 10.4%; Search revenue… July 25, 2025
