Google’s gambit The structural integrity of Google's Search business is currently being strained by four explicit factors: The growth of consumer-facing generative… October 23, 2024
Netflix Q3 2024 earnings: revenue beat but ad-tier growth flat Netflix reported its Q3 2024 earnings results last Thursday: $9.825BN in revenue (up 15%, year-over-year) and operating profit of $2.9BN for an… October 21, 2024
Unpacking Uber’s $1BN advertising business Uber, the ride-hailing and transportation company, officially launched an advertising division -- as well as a new, in-app advertising format… October 16, 2024
TikTok search ads and Amazon’s retail vulnerability TikTok has launched a keyword-targeted search ads product. From TikTok's blog post announcing the new Search Ads Campaign feature (emphasis… October 2, 2024
Unity cancels its engine runtime fee Last week, Unity canceled the Runtime Fee that it announced in September of last year. From the company's blog post… September 16, 2024
AppLovin, Snap, and the new Walled Garden pathway A notable reversal took place in Q2 of this year: the market capitalization of AppLovin, the mobile gaming ad network,… September 11, 2024
Your phone isn’t secretly listening to you for ad targeting The notion that smartphone owners' ambient conversations are monitored for ad targeting foments into a public furor every so often.… September 6, 2024
Amazon, the advertising behemoth Amazon reported $12.8BN in advertising revenue in Q2 2024. At 20%, Amazon's advertising revenue growth in the quarter was nearly… August 28, 2024
Perplexity introduces advertising; exploring the AI-search incentive problem Perplexity, the AI-powered "answer engine" that responds to user queries with natural language summaries, will introduce an advertising product in… August 26, 2024
Meta’s shift to incrementality optimization Last week, Meta announced three meaningful upcoming additions to its advertising platform: incrementality-based conversion optimization, native integrations with third-party analytics… August 21, 2024
