Meta Q1 earnings: can AI overcome ATT? Meta reported Q1 2023 earnings last night: with a considerable outperformance of analyst expectations, the company delivered $28.65BN versus analyst… April 27, 2023
Alphabet Q1 earnings: Search returns to growth, YouTube down 3% Alphabet announced its Q1 2023 earnings yesterday. Total revenue grew 3% year-over-year to $69.7BN (6% on a constant-currency basis). Overall… April 26, 2023
The Epic v. Apple appeal decision will change very little Yesterday, the Ninth Circuit Court of Appeals issued a decision in Apple's appeal of the Epic v. Apple lawsuit outcome,… April 25, 2023
Interpreting the results of Google’s Privacy Sandbox test Earlier this week, Google published results from an experiment it ran to evaluate the performance of features from its Privacy… April 21, 2023
Netflix Q1 earnings: sequential ARPU decline in UCAN, ad economics strong Netflix announced Q1 2023 earnings yesterday: the company's results were mixed, with subscriber growth of 1.75MM and revenue of $8.16BN… April 19, 2023
Privacy, Digital Deglobalization, and the Three Internets The concept of "the three internets," represented by the digital ecosystems encircled by regulatory borders erected by the United States,… April 19, 2023
Last-click attribution, deterministic measurement, and Wittgenstein’s ruler When a marketing team tells me that it can measure advertising contribution deterministically at the level of an individual user… April 13, 2023
Netflix, Disney+, and the ad-supported streaming calculus Netflix introduced its ad-supported subscription tier in November of last year. Consumer response was tepid: Bloomberg reports, per leaked data,… April 5, 2023
Meta to offer an opt-out for personalized ads in EU Meta will soon allow EU-based users to opt out of ads personalization that uses any data other than broad demographic… March 30, 2023
How much is TikTok’s US business worth? The notion that TikTok may be banned from the United States, or sold to a domestic company through a forced… March 29, 2023