AppLovin Q1 earnings: has the mobile games market stabilized? AppLovin reported Q1 2023 results yesterday: the company reported $715MM in overall revenue, $10MM above the high end of its… May 11, 2023
Pinterest Q1 earnings: third-party ad demand arrives on the platform Pinterest released its Q1 2023 earnings on April 27th: the company saw MAUs increase globally by 7%, with 1% growth… May 9, 2023
Snap Q1 earnings: the best way out is always through Snap reported Q1 2023 earnings last Thursday. The company missed expectations on topline revenue, DAU, and ARPU, with revenue down… May 1, 2023
Meta Q1 earnings: can AI overcome ATT? Meta reported Q1 2023 earnings last night: with a considerable outperformance of analyst expectations, the company delivered $28.65BN versus analyst… April 27, 2023
Alphabet Q1 earnings: Search returns to growth, YouTube down 3% Alphabet announced its Q1 2023 earnings yesterday. Total revenue grew 3% year-over-year to $69.7BN (6% on a constant-currency basis). Overall… April 26, 2023
Netflix Q1 earnings: sequential ARPU decline in UCAN, ad economics strong Netflix announced Q1 2023 earnings yesterday: the company's results were mixed, with subscriber growth of 1.75MM and revenue of $8.16BN… April 19, 2023
The necessity of Shopify Audiences Shopify announced Q4 2022 earnings on Wednesday: while the company's revenue grew by 26% to $1.7 billion on a year-over-year… February 17, 2023
The Trade Desk Q4 earnings: what advertising recession? The Trade Desk reported Q4 2022 earnings today, revealing year-over-year revenue growth of 24% for the quarter (to $491MM) and… February 15, 2023
AppLovin Q4 earnings: revenue beat, high MAX adoption AppLovin reported Q4 2022 earnings yesterday: the company delivered revenue of $702MM in the quarter, which represents an 11% decline… February 9, 2023
Activision Q4 earnings: How is Candy Crush growing 20% annually? Activision Blizzard, whose acquisition by Microsoft was recently called into question by the UK's Competition and Markets Authority (CMA), announced… February 9, 2023
