Quarterly Earnings

Alphabet Q2 2024 earnings: Search growth outpaces YouTube, Network continues to decline

Alphabet reported its Q2 2024 earnings results yesterday: Overall advertising revenue of $64.6BN represented year-over-year growth of 11.1%; Search revenue grew by…

Netflix Q2 2024 earnings: ad-tier growth slows, strategic overhaul with advertising

Netflix reported its Q2 2024 earnings results last Thursday: $9.56BN in revenue (up 16.8%, year-over-year) and operating profit of $2.60BN for an…

Pinterest Q1 2024 earnings: 23% revenue growth, third-party demand traction

Pinterest released its Q1 2024 earnings results this week: Revenue increased by 23% year-over-year, to $740MM, exceeding analyst expectations of $700MM; Global MAUs…

Snap Q1 2024 earnings: 21% revenue growth, rapid CAPI adoption

Snap released its Q1 2024 earnings results yesterday: Revenue of $1.2BN represents 20.8% growth on a year-over-year basis. This compares to Q4…

Meta Q1 2024 earnings: ad revenue up 27%, weak Q2 guidance

Meta released its Q1 2024 earnings results yesterday: Advertising revenue increased by 27% on a year-over-year basis, to $35.6BN; Daily Active People across…

Pinterest Q4 2023 earnings: miss on revenue, demand integration with Google

Pinterest released its Q4 2023 earnings results last week: Revenue increased by 12% on a year-over-year basis, to $981MM, falling short of analyst…

February 13, 2024

Snap Q4 2023 earnings: structural and situational challenges

Snap released its Q4 2023 earnings results last week: Revenue of $1.4BN represents 4.7% growth on a year-over-year basis. This compares to…

February 12, 2024

Meta Q4 2023 earnings: average revenue per impression flips to positive

Meta released its Q4 2023 earnings results yesterday: Advertising revenue increased by nearly 24% on a year-over-year basis, to $38.7BN. Note that Meta's…

February 2, 2024

Netflix Q4 2023 earnings: UCAN ARPU increase, revenue and subscriber beat

Netflix announced its Q4 2023 earnings results yesterday, beating estimates on both subscriber and revenue growth: $8.83BN in revenue (up 12.5%, year-over-year)…

January 24, 2024

AppLovin Q3 2023 earnings: ad platform revenue up 65%

AppLovin released its Q3 2023 earnings yesterday: AppLovin generated $864MM in total revenue for the quarter, up 21% on a…

November 9, 2023