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AppLovin Q1 2025 earnings: 71% advertising revenue growth, generative AI for ad creative

AppLovin reported its Q1 2025 earnings last week: Total revenue grew by 40% year-over-year to $1.5BN; Advertising (formerly, Software Platform)…

Apple is besieged on all fronts

Apple confronts a vortex of challenges at the moment. Last week, the company was found to have violated an injunction…

Meta Q1 2025 earnings: tariff resiliency, auction dynamics at the fore

Meta released its Q1 2025 earnings results on Wednesday: Advertising revenue increased by 16.2% on a year-over-year basis, to $41.4BN; Impressions served across…

Snap Q1 2025 earnings: early signs of tariff-related headwinds

Snap released its Q1 2025 earnings results yesterday: Revenue of $1.363BN grew by 14% year-over-year, with advertising revenue of $1.210BN having grown by…

What’s the fate of the GAID?

Last week, in a blog post, Google announced that it has reversed course and will not deprecate third-party cookies in…

Alphabet Q1 2025 earnings: AI Overviews at monetization parity with Search

Alphabet reported Q1 2025 earnings on Thursday: Overall advertising revenue of $66.9BN represented year-over-year growth of 8.5%; Search revenue grew by 9.9% Y/Y…

Google was the open web’s imperfect benefactor

Google was determined to have maintained an illegal monopoly in its so-called "ad tech" case last week. The court found…

Netflix Q1 2025 earnings: revenue beat, ad tech available in the US

Netflix reported its Q1 2025 earnings results on Thursday: $10.5BN in revenue (up 13%, year-over-year); Operating profit of $3.3BN for an operating…

Digital advertising and tariffs: what can COVID explain?

There is a general consensus among economists that the COVID-19 pandemic triggered both a supply and demand shock across the…

Apple’s advertising ambitions

In a pithy update to its news feed, Apple announced two days ago that it has renamed Apple Search Ads…