Paid Content

Meta Q1 2024 earnings: ad revenue up 27%, weak Q2 guidance

Meta released its Q1 2024 earnings results yesterday: Advertising revenue increased by 27% on a year-over-year basis, to $35.6BN; Daily Active People across…

Everything is an ad network. Attention is finite.

The Financial Times reports that Revolut, the neobank and fintech company, is planning to launch an advertising platform (emphasis mine):…

Netflix Q1 2024 earnings: the end of subscriber and ARPU metrics

Netflix released its Q1 2024 earnings results last Thursday, beating analyst estimates on subscriber and revenue growth: $9.37BN in revenue (up 19.3%, year-over-year) and…

Mobile gaming’s haves and have-nots

Last month, the CEO of Scopely, the developer behind the mobile game MONOPOLY GO!, revealed performance metrics for the title…

Apple’s privacy “nuclear option”

Since Apple revealed its App Tracking Transparency (ATT) privacy policy at WWDC in 2020, speculation around any new privacy initiatives…

Using cohort ages for product optimization

It's tempting to view a product's user base as a monolith, naturally leading to the circulation of DAU graphs within…

The big economy of small advertisers

In July 2020, more than 1,000 advertisers joined a boycott of Facebook's advertising platform organized by a group of civil…

The retail media measurement nightmare

In November 2021, I articulated the Everything is an Ad Network thesis: that a more restrictive privacy environment would create…

Can every ad platform build a PMax?

Business Insider reports that Apple is developing an end-to-end advertising automation solution similar to Google's Performance Max (PMax) and Meta's…

Privacy Manifests clarified: tracking domains blocked

Apple released the documentation for its Privacy Manifests feature last week. Privacy Manifests were announced at WWDC 2023 and serve…