Digital Advertising

Alphabet Q1 2025 earnings: AI Overviews at monetization parity with Search

Alphabet reported Q1 2025 earnings on Thursday: Overall advertising revenue of $66.9BN represented year-over-year growth of 8.5%; Search revenue grew by 9.9% Y/Y…

Google was the open web’s imperfect benefactor

Google was determined to have maintained an illegal monopoly in its so-called "ad tech" case last week. The court found…

Digital advertising and tariffs: what can COVID explain?

There is a general consensus among economists that the COVID-19 pandemic triggered both a supply and demand shock across the…

Apple’s advertising ambitions

In a pithy update to its news feed, Apple announced two days ago that it has renamed Apple Search Ads…

Podcast: Quantifying the impact of ATT (with Daniel McCarthy)

My guest on this week's episode of the podcast is Daniel McCarthy, who is an Associate Professor of Marketing at…

How will tariffs impact digital ad spend?

Last week, following Trump's "liberation day" announcement of a new schedule of global tariffs, J.P. Morgan revised its prediction on…

Podcast: Spotify’s down-funnel advertising ambitions (with Lee Brown and Per Sandell)

https://open.spotify.com/episode/6gB8IRfjVzox5UyMKktLeU?si=f2c1dc7266414f95 In this episode of the podcast, I speak with Lee Brown, Spotify’s Global Head of Ad Business & Platform,…

Podcast: The full-funnel marketing philosophy (with Alex Schultz)

https://open.spotify.com/episode/2GrVj92gdVJTFxjrQfHkaq?si=f63c84eb3c3b4832 My guest on this week's episode of the podcast is Alex Schultz, the CMO and VP of Analytics at…

TikTok’s outage and the digital marketing efficient frontier

A new draft paper from researchers at Columbia Business School finds that the average CPM across Meta's properties increased by…

“Black box” ad optimization and satisficer’s remorse

A recent WSJ article unpacks divergent advertiser sentiment around AI-enabled optimization tools like Meta's Advantage+ and Google's Performance Max. From…