Snap Q1 earnings: the best way out is always through Snap reported Q1 2023 earnings last Thursday. The company missed expectations on topline revenue, DAU, and ARPU, with revenue down… May 1, 2023
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
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
The necessity of Shopify Audiences Shopify announced Q4 2022 earnings on Wednesday: while the company's revenue grew by 26% to $1.7 billion on a year-over-year… February 17, 2023
The Trade Desk Q4 earnings: what advertising recession? The Trade Desk reported Q4 2022 earnings today, revealing year-over-year revenue growth of 24% for the quarter (to $491MM) and… February 15, 2023
AppLovin Q4 earnings: revenue beat, high MAX adoption AppLovin reported Q4 2022 earnings yesterday: the company delivered revenue of $702MM in the quarter, which represents an 11% decline… February 9, 2023
Activision Q4 earnings: How is Candy Crush growing 20% annually? Activision Blizzard, whose acquisition by Microsoft was recently called into question by the UK's Competition and Markets Authority (CMA), announced… February 9, 2023
Alphabet Q4 earnings: Search down 2%, YouTube down 8% Alphabet announced Q4 2022 earnings yesterday: overall advertising revenue of $59BN was down 3.6% on a year-over-year basis, with Search… February 3, 2023
Meta Q4 earnings: revenue down but Reels is working Meta announced Q4 2022 earnings yesterday: it beat analyst estimates on revenue, generating $32.2BN in revenue versus consensus of $31.5… February 2, 2023
