Original Content

Podcast: The mobile gaming fundraising market (with Annina Salvén)

https://open.spotify.com/episode/1EDcvwlsxjGXnK3G3lyLxF?si=5e31ee3861104101 My guest on this week's episode of the podcast is Annina Salvén, the COO of BIT ODD, a Helsinki-based…

November 20, 2024

Less personalized ads

Meta has once again adjusted the business model of its apps in the EU. The company announced yesterday that it…

November 13, 2024

Podcast: Understanding AppLovin

https://open.spotify.com/episode/3NIDL5seK8L1YAD8cQHkqW?si=0f31e28f1e1c4312 In this episode, I present a long-form analysis of AppLovin's business and its significant recent growth. But understanding AppLovin…

November 13, 2024

Pinterest Q3 2024 earnings: weak Q4 guidance, scaling AI tools

Pinterest released its Q3 2024 earnings results this week: Revenue increased by 18% year-over-year, to $898MM; Global MAUs increased by 11% year-over-year, to 537MM;…

November 11, 2024

AppLovin Q3 2024 earnings: 66% ad business growth, eCommerce scaling

AppLovin released its Q3 2024 earnings yesterday: Revenue grew by 39% year-over-year to $1.2BN; Software Platform (advertising business) revenue grew…

November 7, 2024

Small platform syndrome

The Everything is an Ad Network dynamic, and the increasingly restrictive digital privacy environment that catalyzed it has led to…

November 6, 2024

Podcast: AI Overviews and consequences for the open web (with Paul Bannister)

https://open.spotify.com/episode/3dU0b8DysldPQ8WEKsg0tk?si=1566d6fbf5884e7d My guest on this week's episode of the podcast is Paul Bannister, the Chief Strategy Officer at Raptive. Paul…

November 6, 2024

Meta Q3 2024 earnings: 19% revenue growth, price per ad mostly flat

Meta released its Q3 2024 earnings results yesterday: Advertising revenue increased by 18.5% on a year-over-year basis, to $39.9BN; Impressions served across the…

October 31, 2024

Alphabet Q3 2024 earnings: AI overviews at 1BN MAU, monetization parity with Search

Alphabet reported Q3 2024 earnings on Tuesday: Overall advertising revenue of $65.9BN represented year-over-year growth of 10.4%; Search revenue grew by 12.2% Y/Y…

October 31, 2024

Unpacking Reddit’s $1BN advertising business

Reddit, the link-based social network, went public in March 2024, nearly 19 years after being founded. As Reddit disclosed in…

October 30, 2024