The retail media measurement nightmare In November 2021, I articulated the Everything is an Ad Network thesis: that a more restrictive privacy environment would create… March 27, 2024
The open web is whistling past the graveyard Earlier this year, Google initiated the rollout of its long-awaited deprecation of third-party cookies in Chrome. In this introductory phase,… March 12, 2024
First-party data and the new Walled Compounds At a conceptual level, commercially valuable advertising targeting requires two assets, with the utility of each increasing in direct proportion… November 29, 2023
Is advertising the bear case for Instacart? Instacart began trading on the NASDAQ exchange yesterday. The company had filed its S-1 form with the SEC in late… September 20, 2023
Instacart is an advertising and subscription business Maplebear, Inc., the operator of the Instacart grocery shopping app, filed its S-1 form last Friday. The company intends to… August 28, 2023
Roblox has launched an ad network Last month, at the annual Cannes Lions advertising conference, Roblox announced the launch of the Roblox Partner Program, which is… July 25, 2023
Netflix Q2 earnings: password-crackdown subscriber bump, revenue miss and ARPU decline Netflix announced its Q2 2023 earnings results yesterday: $8.2BN in revenue (up 2.7%, year-over-year) and operating profit of $1.8B for… July 20, 2023
Unpacking Amazon’s potential foray into ad-supported streaming with Prime Video The WSJ reported yesterday that Amazon is considering introducing an ad-supported subscription tier for its Prime Video streaming service. From… June 8, 2023
