AppLovin, Snap, and the new Walled Garden pathway A notable reversal took place in Q2 of this year: the market capitalization of AppLovin, the mobile gaming ad network,… September 11, 2024
Kamala Harris’ digital advertising blitz Kamala Harris' presidential campaign intends to deploy $370MM on advertising -- with $200MM dedicated to digital channels -- ahead of… September 4, 2024
Amazon, the advertising behemoth Amazon reported $12.8BN in advertising revenue in Q2 2024. At 20%, Amazon's advertising revenue growth in the quarter was nearly… August 28, 2024
Perplexity introduces advertising; exploring the AI-search incentive problem Perplexity, the AI-powered "answer engine" that responds to user queries with natural language summaries, will introduce an advertising product in… August 26, 2024
Meta’s shift to incrementality optimization Last week, Meta announced three meaningful upcoming additions to its advertising platform: incrementality-based conversion optimization, native integrations with third-party analytics… August 21, 2024
X’s broken strategy with brand advertising A fascinating juxtaposition of advertising platform strategies surfaced last week between Reddit and X. On August 6th, X filed a… August 14, 2024
Q2 advertising earnings: a recession warning? The largest publicly-listed social media platforms have published their earnings for Q2: Meta: 22% advertising revenue growth (Y/Y), midpoint Q3… August 7, 2024
Snap Q2 2024 earnings: brand revenue languishing, continued push into DR Snap released its Q2 2024 earnings results yesterday: Revenue of $1.24BN grew by 15.8% year-over-year; Global ARPU of $2.86 grew by 6.3%.… August 2, 2024
Pinterest Q2 2024 earnings: 21% revenue growth, weak Q3 guidance Pinterest released its Q2 2024 earnings results this week: Revenue increased by 21% year-over-year, to $854MM; Global MAUs increased by 12% year-over-year, to 522MM;… August 1, 2024
Meta Q2 2024 earnings: average price per ad up 10%, strong Q3 guidance Meta released its Q2 2024 earnings results yesterday: Advertising revenue increased by 21.7% on a year-over-year basis, to $38.3BN; Impressions served across the… August 1, 2024
