Spotify and the quality of podcast advertising Spotify went on something of a shopping spree related to podcasting, across both content and technology, between 2019 and 2022:… February 22, 2023
Netflix Q4 earnings: ARPU down, with no signs of an advertising recession Netflix reported Q4 earnings last week: the company outperformed expectations on subscriber growth, adding 7.66MM new subscribers compared to analyst… January 25, 2023
Two lessons from Netflix’s shortfall in advertising supply Digiday reports that Netflix is returning money to advertisers as a result of a lack of inventory supply. In other… December 16, 2022
Alphabet Q3 2022 earnings: YouTube’s ad revenue declined for the first time Alphabet reported earnings yesterday: the company's entire advertising business shrank sequentially, from $56BN in Q2 2022 to $54BN in Q3… October 26, 2022
Spotify’s Q2 results suggest ATT outweighs macroeconomic weakness In an interview on Stratechery last month, I made a comment that I left unsubstantiated and that a number of… September 22, 2022
YouTube tests increased ad load as it challenges TikTok Last week, reports surfaced that YouTube had begun exposing users on Connected TVs to sequences of up to 10 ads… September 21, 2022
Can Netflix command premium advertising pricing? The Wall Street Journal reports that Netflix has proactively shopped its advertising offering to potential clients, suggesting that its ad-supported… September 2, 2022
Ads in streaming, differential pricing, and the pursuit of ARPU Price discrimination, sometimes called differential pricing, is the practice of setting the price of substantially similar goods or services at… August 24, 2022
Netflix already operates an ad network. Next stop: Content Fortress. Netflix has historically dismissed the notion of an advertising-supported membership tier for its service. But last week, at Morgan Stanley’s… March 14, 2022
The end of app installs Last week, Snap, Twitter, Facebook, and Google all announced their second quarter earnings, and all four companies trounced expectations in… August 2, 2021
