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… March 14, 2022
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… August 2, 2021
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
Google Stadia highlights the difference between gamers and people who play games Google's Stadia game streaming service launched last week to mixed reviews. Many commentators were skeptical of Stadia from the start:… November 25, 2019
