Streaming

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

Ads in streaming, differential pricing, and the pursuit of ARPU

Price discrimination, sometimes called differential pricing, is the practice of setting the price of substantially similar goods or services at…

August 24, 2022

Netflix already operates an ad network. Next stop: Content Fortress.

Netflix has historically dismissed the notion of an advertising-supported membership tier for its service. But last week, at Morgan Stanley’s…

The end of app installs

Last week, Snap, Twitter, Facebook, and Google all announced their second quarter earnings, and all four companies trounced expectations in…

The economics of game streaming

In this episode of the MDM podcast, I speak with Stephen Ellis, the founder and CEO of Pipeline.gg, about the…

November 30, 2020

Navigating the post-platform mobile future

This is the third part in my three-part series on the future of mobile platforms. Part 1 is The current…

November 9, 2020

The future of mobile content platforms

This is the second article in a three-part series. For part one, see: The current war between Apple and Facebook,…

November 2, 2020