Quarterly Earnings

Netflix Q3 2023 earnings: subscriber beat, new ad formats, yet another price hike

Netflix announced its Q3 2023 earnings results yesterday: $8.5BN in revenue (up 7.8%, year-over-year) and operating profit of $1.9BN for an operating…

October 19, 2023

Pinterest Q2 2023 earnings: MAU and revenue up, early traction with Amazon demand

Pinterest announced its Q2 2023 earnings results on Tuesday, August 1st: Revenue increased by 6% on a year-over-year basis, to $708MM; Global MAUs…

Meta Q2 2023 earnings: 12% ad revenue growth, impressions increase 34% with slowing CPM declines

Meta announced its Q2 2023 earnings results yesterday: Advertising revenue increased by nearly 12% on a year-over-year basis, to $31.5BN; Impressions…

Alphabet Q2 earnings: YouTube returns to growth, and advertising’s AI feedback loop

Alphabet announced its Q2 2023 earnings results yesterday: Overall advertising revenue of $58BN represented a 3.3% year-over-year increase; Search revenue grew by…

Snap Q2 earnings: revenue decline, continued focus on ad measurement

Snap announced its Q2 2023 earnings results yesterday: Revenue of $1.07BN represents a year-over-year decline of 4%. This was the second consecutive…

Netflix Q2 earnings: password-crackdown subscriber bump, revenue miss and ARPU decline

Netflix announced its Q2 2023 earnings results yesterday: $8.2BN in revenue (up 2.7%, year-over-year) and operating profit of $1.8B for…

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…

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…

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…

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…