Original Content

Snap Q1 2025 earnings: early signs of tariff-related headwinds

Snap released its Q1 2025 earnings results yesterday: Revenue of $1.363BN grew by 14% year-over-year, with advertising revenue of $1.210BN having grown by…

What’s the fate of the GAID?

Last week, in a blog post, Google announced that it has reversed course and will not deprecate third-party cookies in…

Podcast: Advertising measurement in an uncertain economy (with Olivia Kory)

https://open.spotify.com/episode/7wrdUdXLQ3bJpJmTtoHSBH?si=926235bfc6d64c52 My guest on this episode of the podcast is Olivia Kory, the Chief Strategy Officer of Haus, an 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…

Podcast: MDM Mailbag #1 (with Taylor Holiday)

https://open.spotify.com/episode/7GVb0EHCz2O9u0fXBiEMZT?si=202088db55b6470c This week's episode of the podcast is in a new format: MDM Mailbag. I recruited Taylor Holiday, the CEO…

Netflix Q1 2025 earnings: revenue beat, ad tech available in the US

Netflix reported its Q1 2025 earnings results on Thursday: $10.5BN in revenue (up 13%, year-over-year); Operating profit of $3.3BN for an operating…

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…