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
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
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
Snap Q3 2024 earnings: continued strength in DR Snap released its Q3 2024 earnings results yesterday: Revenue of $1.373BN grew by 15% year-over-year; Global ARPU of $3.10 grew by 6%. ARPU grew… October 30, 2024
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
