Snap Q2 2025 earnings: eCPM decline, DR revenue slowdown Snap released its Q2 2025 earnings last week: Revenue of $1.345BN grew by 9% year-over-year, with advertising revenue of $1.174BN having grown by… August 11, 2025
AppLovin Q2 2025 earnings: ad revenue up 77%, general self-serve in 2026 AppLovin reported its Q2 2025 earnings yesterday: Advertising (formerly, Software Platform) revenue grew by 77% to $1.26BN. AppLovin's divestiture of its games… August 7, 2025
AI is not the Metaverse A pervasive narrative frames large-scale investments in AI by the behemoths of digital advertising as speculative, long-term bets with potential… August 6, 2025
Meta Q2 2025 earnings: 21% ad revenue growth, AI infrastructure improvements Meta released its Q2 2025 earnings results yesterday: Advertising revenue increased by 21.5% on a year-over-year basis, to $46.6BN; Impressions served across the… July 31, 2025
Tea app and the App Store privacy illusion Last week, users on the 4Chan forum discovered that user data for Tea Dating Advice, an app that reached a… July 30, 2025
Alphabet Q2 2025 earnings: 10% growth in AI Overviews queries Alphabet reported its Q2 2025 earnings this week: Overall advertising revenue of $71.3BN represented year-over-year growth of 10.4%; Search revenue… July 25, 2025
Netflix’s advertising pivot is complete Netflix reported Q2 2025 earnings last week: $11.1BN in revenue (up 16%, year-over-year); Operating profit of $3.8BN for an operating… July 23, 2025
Google’s Gambit, Part 3: Consumers embrace AI Mode Last week, Search Engine Land published data from January to June 2025 related to consumer conversion metrics in Google Search.… July 16, 2025
The retreat from social commerce Last week, TikTok owner ByteDance told staff in its Shops division that it would initiate a round of layoffs. This… July 9, 2025
Estimating the impact of Meta’s reintroduction of AMM Last week, I wrote about the reinstatement of Meta's Advanced Mobile Measurement (AMM) program, which Meta discontinued in October 2021.… July 2, 2025
