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
Alphabet Q4 earnings: Search down 2%, YouTube down 8% Alphabet announced Q4 2022 earnings yesterday: overall advertising revenue of $59BN was down 3.6% on a year-over-year basis, with Search… February 3, 2023
Meta Q4 earnings: revenue down but Reels is working Meta announced Q4 2022 earnings yesterday: it beat analyst estimates on revenue, generating $32.2BN in revenue versus consensus of $31.5… February 2, 2023
Snap Q4 earnings: confirmation and clarity Snap announced its Q4 2022 earnings yesterday: the company reported revenue of $1.3BN, below consensus analyst estimates of $1.31BN and… February 1, 2023
