Snap Q4 earnings: confirmation and clarity Snap announced its Q4 2022 earnings yesterday: the company reported revenue of $1.3BN, below consensus analyst estimates of $1.31BN and… February 1, 2023
Apple’s ad targeting mechanics revealed in recent French privacy case Earlier this month, Apple was fined €8MM by CNIL, the French privacy watchdog, for reading iOS device identifiers without consent… January 30, 2023
Netflix Q4 earnings: ARPU down, with no signs of an advertising recession Netflix reported Q4 earnings last week: the company outperformed expectations on subscriber growth, adding 7.66MM new subscribers compared to analyst… January 25, 2023
Declining App Store revenue growth and the bull case for mobile gaming Last week, as is customary, Apple revealed the cumulative amount of money it has paid to app developers since the… January 18, 2023
The App Tracking Transparency recession My Federal Reserve driver, Mr. Peña, provided the conclusive evidence of victory. On the way to speak at a big… January 11, 2023
The best of MDM in 2022 The ZIRP-empowered bull market in the broader technology space expressed its zenith and inevitable diminution, temporary or otherwise, in 2022.… December 28, 2022
The Duopoly is over (because Everything is an Ad Network) Axios reports that Google and Meta -- known in combination as the digital advertising "Duopoly" -- are expected to capture… December 21, 2022
The state of eCommerce advertising and the impending eCommerce credit reckoning In this episode of the Mobile Dev Memo podcast, I speak with Taylor Holiday about the state of eCommerce advertising:… November 23, 2022
TikTok and ATT The FT this week reported that TikTok has reduced its worldwide revenue targets by at least $2BN, from between $12-14BN… November 10, 2022
Twitter and the quality of brand advertising revenue The melodrama of Twitter's acquisition by a consortium of investors, led by Elon Musk, brings to the fore the commercial… November 9, 2022
