Considering Netflix’s 5MM ad-supported MAU Netflix held its advertising upfront presentation to advertisers yesterday (the event was delivered virtually as a result of the WGA… May 19, 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
Netflix, Disney+, and the ad-supported streaming calculus Netflix introduced its ad-supported subscription tier in November of last year. Consumer response was tepid: Bloomberg reports, per leaked data,… April 5, 2023
Spotify and the quality of podcast advertising Spotify went on something of a shopping spree related to podcasting, across both content and technology, between 2019 and 2022:… February 22, 2023
Netflix Q4 earnings: ARPU down, with no signs of an advertising recession Netflix reported Q4 earnings last week: the company outperformed expectations on subscriber growth, adding 7.66MM new subscribers compared to analyst… January 25, 2023
Two lessons from Netflix’s shortfall in advertising supply Digiday reports that Netflix is returning money to advertisers as a result of a lack of inventory supply. In other… December 16, 2022
Alphabet Q3 2022 earnings: YouTube’s ad revenue declined for the first time Alphabet reported earnings yesterday: the company's entire advertising business shrank sequentially, from $56BN in Q2 2022 to $54BN in Q3… October 26, 2022
Spotify’s Q2 results suggest ATT outweighs macroeconomic weakness In an interview on Stratechery last month, I made a comment that I left unsubstantiated and that a number of… September 22, 2022
YouTube tests increased ad load as it challenges TikTok Last week, reports surfaced that YouTube had begun exposing users on Connected TVs to sequences of up to 10 ads… September 21, 2022
Can Netflix command premium advertising pricing? The Wall Street Journal reports that Netflix has proactively shopped its advertising offering to potential clients, suggesting that its ad-supported… September 2, 2022
